Convert Wells Fargo statements to Excel, CSV and QuickBooks

Download your Wells Fargo statement as a PDF, drop it into Tallyline, and get a spreadsheet or an OFX file for QuickBooks and Xero. The conversion happens in your browser, so the statement never leaves your computer.

Convert a Wells Fargo statement

Download the PDF from Wells Fargo

1. Sign on to Wells Fargo Online.
2. Go to Statements & Documents and select the statement you need. You can download one statement at a time.
3. Deposit account statements go back up to 7 years; credit card statements up to 2 years.

How Tallyline reads it

Wells Fargo statements show deposits and withdrawals in separate columns alongside an ending daily balance. Tallyline uses those columns to sign each amount and checks the result against the statement's beginning and ending balance.

If the calculated closing balance doesn't match the statement to the cent, you'll see the difference before you download anything.

Which format to choose

• Excel for reviewing, categorizing or sending to your accountant.
• CSV with debit and credit columns for most bookkeeping imports.
• OFX for QuickBooks Online (Banking, then Upload transactions), QuickBooks Desktop (Web Connect) and Xero.

Your first statement is free. After that, credits start at $3 per statement, or $19 for a year of one account.