Wells Fargo Statement to Excel or CSV

Convert your Wells Fargo PDF right in your browser - it never leaves your computer.

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Reads the layout itself

or drop it here · your file stays on this computer

What to expect: No real Wells Fargo statement has been run through this converter yet, so nothing on this page claims one was. What the page does promise is visible while you use it: when your file carries a running balance, the balance chain is checked in front of you, and when it does not, that is stated rather than glossed over.

No Wells Fargo statement handy? Try a sample: ·

Wells Fargo gives you statements as PDF for every kind of account it runs - checking, savings and credit cards among them. What you get back here depends on which of those you drop in, and the page tells you which case it thinks it is looking at before you download anything.

How to get the PDF from Wells Fargo

Sign on to Wells Fargo Online, or open the mobile app.
Pick the account and the statement period you need.
Download that period as a PDF.
Drop the file into the box above.

What a Wells Fargo statement looks like inside

It depends on the account. A checking or savings statement prints a running balance after each line, which is the case this converter can verify. A credit card statement is a list of charges with no balance column, and there the page says so instead of pretending it checked something.

US statements write dates month first. The converter works the order out from the file, and the settings panel can force it either way if a file is genuinely ambiguous.
There are no per-bank templates here. The converter reads where the numbers sit on the page, which is why it is not limited to the banks that have their own page.
If your statement carries a running balance, every row is checked against the next one and you see the result before you download.

Wells Fargo runs the full range of accounts, so the same bank can hand you a statement that is fully checkable and one that is not, depending on which account you picked. The Chase and HSBC pages here deal with current accounts, the American Express page with cards; this one can be either.

Account and routing numbers printed above the table never reach the spreadsheet. A line has to begin with a date to count as a transaction, which is what keeps headers, addresses and legal footnotes out of your file.

Should I use the PDF or the bank's own download?

If Wells Fargo will hand you the transactions as a spreadsheet file directly, take that - it is the bank's own data and no conversion can beat it. This page is for the cases where a PDF is all there is: an older period, a closed account, or a statement someone emailed you.

Other banks

The converter reads the layout of the document itself, so it is not limited to these - but these have their own page:

Chase · HSBC · Bank of America · American Express · Capital One · Citibank · Barclays · NatWest