Convert Wells Fargo PDFs to CSV

Bypass export limits. Convert your Wells Fargo history to Excel without sharing data.

Drop Wells Fargo PDF

We automatically detect the transaction table

Also works with

Chase
Citi
US Bank
PNC

Convert Wells Fargo Statements to Excel (Without Limits)

Wells Fargo’s online banking often limits how far back you can download CSV files. If you need to audit last year’s finances or migrate to QuickBooks, you are often stuck with PDF-only statements.

The Problem: Manually typing data from these PDFs is slow and prone to errors. Generic converters often merge the “Withdrawals” and “Deposits” columns, messing up your accounting.

The Solution: SafeStatement is optimized for the Wells Fargo PDF layout. It accurately separates dates, descriptions, and amounts into a clean Excel spreadsheet—all without uploading your private financial data to a server.

Why use SafeStatement for Wells Fargo?

  • ✖ Wells Fargo Site: Limited CSV download history
  • ✔ SafeStatement: Convert PDFs from any year
  • ✖ Others: Privacy risk (Server uploads)
  • ✔ SafeStatement: 100% Private (Offline Mode)

How to Export Wells Fargo PDF to CSV/Excel

Follow these simple steps to turn your PDF statements into a format compatible with Xero, QuickBooks Desktop, and Excel.

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1. Get the PDF

Log in to Wells Fargo Online®. Go to Statements & Documents and download the PDF versions of the months you need.

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2. Instant Convert

Drop the file above. Our browser-based engine reads the text coordinates to separate “Transaction Detail” from “Amounts.”

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3. Download Data

Click download to get an .xlsx file. You can now copy-paste this directly into your master spreadsheet or accounting tool.

Compatible with Wells Fargo Accounts

  • Everyday Checking accounts
  • Preferred Checking
  • Way2Save® Savings
  • Wells Fargo Active Cash® Card
  • Autograph℠ Visa® Card
  • Business Checking PDFs
  • Commercial Loan Statements
  • Mortgage Statements
  • Investment Accounts

Frequently Asked Questions

Can I convert statements older than 18 months?
Yes. While Wells Fargo’s direct CSV export is often limited to recent history, you can access PDF statements from up to 7 years ago. Simply download those PDFs and use SafeStatement to convert them into editable Excel files.
Does this handle the “Check Number” column correctly?
Yes. Our parsing logic is tuned to identify the Check Number column in Wells Fargo checking statements and place it in a separate column in Excel, making reconciliation much easier.
My statement is password protected. Will it work?
Absolutely. When you drop a protected PDF, SafeStatement will ask for the password. This password is used locally on your device to unlock the file for conversion. Neither the password nor the file is ever sent to us.