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Convert Wells Fargo Statement to Excel

Transform your Wells Fargo PDF statements into Excel or CSV files in seconds.

About Wells Fargo Bank, National Association

Wells Fargo Bank, National Association is a financial institution that provides banking services to customers across the United States. Wells Fargo offers a full range of personal and business banking products.

Why Convert Your Wells Fargo Statement?

Wells Fargo provides statements in PDF format, which is great for viewing but difficult to analyze. Converting your statement to Excel lets you:

  • Sort and filter transactions by date, amount, or description
  • Create budgets and track spending categories
  • Prepare for tax season with organized records
  • Import data into accounting software like QuickBooks or Xero
  • Generate reports and visualizations of your finances

How to Export Your Wells Fargo Transactions

  1. Sign in to Wells Fargo Online at wellsfargo.com
  2. Hover over the "Account Services" tab in the main navigation
  3. Click "Online Statements" under Statements & Disclosures
  4. Select your account (Way2Save, Everyday Checking, etc.)
  5. Choose your statement period and download the PDF

Supported Wells Fargo Account Types

Data River converts statements from all Wells Fargo account types:

  • Everyday Checking
  • Preferred Checking
  • Way2Save Savings
  • Platinum Savings
  • Business Choice Checking
  • Business Market Rate Savings

What Makes Wells Fargo Statements Unique

  • Wells Fargo combined statements show multiple accounts in sections
  • Check images appear at the end of statements as separate pages
  • The "Daily Balance Summary" section uses a unique table format
  • Wells Fargo Active Cash card statements include complex cashback summaries

Why Use Data River for Wells Fargo Statements?

  • Fast: Convert Wells Fargo statements in seconds, not minutes
  • Accurate: Optimized for Wells Fargo's specific statement format
  • Secure: Your data stays private—we never store your files
  • Universal: Works with all Wells Fargo account types and statement periods

Ready to convert your Wells Fargo statement?

Try Data River free and convert your first statement in seconds.

Convert Your Wells Fargo Statement

Frequently Asked Questions

Does Data River support Wells Fargo "Combined Statements"?

Yes. If you have multiple Wells Fargo accounts (like Everyday Checking and Way2Save) on one PDF, our tool separates them into distinct sections so your bookkeeping stays organized.

How does this handle Wells Fargo check images?

Our converter focuses on the transaction ledger. It automatically skips the check images at the end of your Wells Fargo statement and only extracts the data you need for your spreadsheet.

Can I convert Wells Fargo Active Cash card statements?

Yes. We handle the Wells Fargo Active Cash credit card format, including the cashback rewards summary and the detailed transaction listing with merchant categories.

Why does Wells Fargo show a "Daily Balance Summary"?

Wells Fargo includes a daily balance summary showing your balance at the end of each day. Data River extracts both the transaction list and this summary data if you need it for reconciliation.

Is my Wells Fargo statement data secure?

Yes. Data River processes your statements securely and never stores your files or financial data. Your statement is processed in memory and immediately deleted after conversion. We use bank-level encryption for all data transfers.

Start Converting Your Wells Fargo Statements Today

Save hours every month by converting your Wells Fargo statements with Data River.

Convert Your Wells Fargo Statement