Convert Wells Fargo statements to Excel
Upload a Wells Fargo checking, savings statement PDF and download an Excel workbook with a Transactions sheet (date, description, debit, credit, amount, balance) and a Summary sheet with the balance check.
Free: 5 pages a day, no account needed. Text-based PDFs work best; scanned statements are read with OCR.
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.
Wells Fargo statement to Excel: step by step
- Convert the PDF and check the balance badge.
- Click Excel .xlsx.
- Open the file in Excel, Google Sheets or Numbers. Amounts are real numbers, not text.
Excel and CSV are free. Other formats are included with a page pack or plan. See pricing.