Wells Fargo credit card statement to Excel
Drop a Wells Fargo card statement and get a spreadsheet with the columns split the way the statement prints them. The file stays in your browser.
Drop your Wells Fargo statement here
or click to choose a file · nothing is uploaded
Import straight into accounting software
A CSV leaves you at the door of QuickBooks or Quicken; these formats walk in, with each transaction carrying an id so a re-import can't duplicate it. The plain .ofx is the same file without the Intuit tag, for GnuCash, Moneydance and anything else that reads a bank feed.
QuickBooks (.qbo)Quicken (.qfx)Plain .ofxWhat a Wells Fargo statement looks like
| Columns | Trans Date · Post Date · Reference Number · Description · Credits · Charges |
|---|---|
| Dates | Two: transaction date and posting date |
| Sections | Payments · Purchases, Balance Transfers & Other Charges |
Wells Fargo keeps credits and charges in separate columns rather than using one signed column, so most rows leave one of the two blank. It is the only card issuer here that does it that way, and it makes summing spend straightforward, since the charges column is already just spend.
How Wells Fargo writes its transaction lines
Wells Fargo is the only card issuer here that uses separate Credits and Charges columns instead of one signed column. Most rows leave one blank. It makes totalling spend trivial, because the Charges column is already just spend, and it makes column detection harder, because half the grid is empty.
What to check afterwards
Because credits and charges are separate and mostly empty, an amount can shift into the wrong one. Find a payment row: its figure belongs under Credits, and if it appears under Charges the two columns were merged.
Where to download your Wells Fargo statement PDF
Statements and Documents in Wells Fargo Online, with the card account selected. Card statements sit alongside deposit statements in the same list, sorted by date, so check the account label before downloading.
Several cycles to combine? Merge the converted files, then check for duplicates where they overlap. Moving the result into accounting software: the QuickBooks route.
Wells Fargo statement questions
How do I check the two amount columns did not merge?
Find a payment row. Its figure belongs under Credits. If it shows under Charges, the columns merged and your spend total is wrong by twice the payment amount.
Why is there a reference number before the description?
Wells Fargo puts it there, ahead of the merchant text rather than after it. It is a real column, not a prefix, and keeping it separate is what stops it being read as the start of every description.
Card statements carry no running balance, so the arithmetic check that verifies a bank statement cannot run here. Why that matters. On scans and how nothing is uploaded: read the details.