Convert Wells Fargo statement to CSV for Xero — accurate & reconciled
Upload your Wells Fargo PDF below. You'll get a clean CSV for Xero file — and a reconciliation report proving beginning balance + transactions = ending balance. Free, and your file never leaves your browser.
Drop your bank statement PDF here
or click to browse — up to 30 MB
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How Wells Fargo statements are structured
Wells Fargo checking statements lead with an Activity Summary — beginning balance, totals, ending balance — followed by a Transaction History table with separate Deposits/Credits and Withdrawals/Debits columns and an Ending Daily Balance column that updates on every row. Paid checks are printed as their own lines, formatted like Check # 1234, often grouped after the other activity, and recurring card purchases show truncated merchant names that can spill onto a second line. Our engine treats the two amount columns explicitly — credits increase the balance, debits reduce it — and verifies every row against the Ending Daily Balance printed beside it, which catches a misread immediately rather than at the end. Check lines are parsed with the check number retained in the description so your exported CSV stays searchable by number. Wrapped merchant descriptions are merged before sign assignment. After extraction, beginning balance plus credits minus debits is reconciled against the ending balance from the Activity Summary, and any row that cannot be reconciled is flagged on the results page instead of being silently adjusted to fit.
What Wells Fargo gives you natively
Wells Fargo's Download Account Activity tool offers CSV, Quicken, and QuickBooks formats, but it typically covers only recent activity — roughly the last 90 days. Older history comes only as PDF statements, which Wells Fargo keeps online for several years on most accounts.
Step by step
- Sign in at wellsfargo.com and open the account you need.
- Navigate to Accounts → Statements & Documents and select the statement.
- Download the PDF statement to your computer.
- Upload it to ReconCSV and choose CSV, Excel, or QBO.
- Download the converted, reconciled file.
Wells Fargo conversion FAQ
Does Wells Fargo let me download older transactions as CSV?
No. The activity download typically reaches back only about 90 days, and everything older is a PDF statement. Upload those PDFs here and you can get CSV, Excel, or QBO for any month, not just recent ones.
How are checks handled from a Wells Fargo statement?
Wells Fargo prints each paid check on its own line, formatted like Check # 1234. We keep the check number in the description so your export stays searchable, and the amount is verified against the Ending Daily Balance printed on that same row.
Will this work for Wells Fargo business accounts?
Yes. Business checking statements use the same Activity Summary and Transaction History structure with the same two amount columns. The parsing path is identical, and the full beginning-to-ending-balance reconciliation runs the same way.
What happens if a transaction is misread?
Every row is checked against the Ending Daily Balance printed beside it, and the whole statement is then reconciled from beginning balance to ending balance. If anything is off, the results page shows the discrepancy and the amount — we never adjust a number quietly to make the totals fit.