Wells Fargo bank statement to Excel

What a Wells Fargo statement looks like

Wells Fargo keeps deposits and withdrawals in separate columns and prints a check number column that is blank on most rows. Empty columns are the usual reason a converter shifts amounts one place over; reading the whole statement at once, rather than row by row, is what keeps them aligned.

How Wells Fargo writes its transaction lines

Wells Fargo prefixes card transactions with PURCHASE AUTHORIZED ON and a date, then the merchant, then a card identifier at the end. The prefix is on every card row, so it is worth a find and replace after converting: stripping it makes the merchant column sortable, which it otherwise is not.

What to check afterwards

The check number column is empty on most rows, and it sits between the description and the amounts. If your output has amounts one column to the left of where you expect, that empty column is the reason. Compare a row that does have a check number against one that doesn't.

How the conversion works, why scans are refused, and how to confirm for yourself that nothing is uploaded: read the details.

Where to download your Wells Fargo statement PDF

The Statements and Documents section of Wells Fargo Online. Checking and savings PDFs go back about seven years; the file is one cycle, and the download is a plain PDF with no CSV alternative for closed periods.

Got several cycles to combine? Merge the converted files into one sheet, then check for duplicate rows where the cycles overlap.