Wells Fargo statement converter

How Statemio reads Wells Fargo statements

Wells Fargo statements use a single transaction history table with separate deposit/withdrawal columns and a daily ending balance. We use that running balance to verify every row.

Statemio has a layout-specific reader for Wells Fargo checking and savings statements. We regression-test it on synthetic statements modelled on the bank's published layout. Banks change their layouts, so we never assume it worked: the balance check tells you on every file.

The balance check

Opening balance + every transaction must equal the closing balance (for credit cards, previous balance − payments + charges = new balance). If the totals don't match, you see a red badge and the rows that break the running balance, before you download anything. Pages from statements that don't balance aren't counted against your allowance.