Convert a Wells Fargo statement to Excel or CSV

Wells Fargo statements hide transactions behind a PDF layout. Upload yours and get sortable rows with dates, payees, amounts, and running balances.

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Works with statements from

Wells Fargo checkingWells Fargo savingsWells Fargo credit cardWells Fargo Home Mortgage

How it works

1

Get the Wells Fargo PDF

Account → Statements & Documents → Download. Text-based PDFs only (not scanned).

2

Upload and convert

Drag the file in. We normalize MMDDYY and other Wells date formats to YYYY-MM-DD.

3

Download Excel or CSV

Use it for budgeting, underwriting, or QuickBooks import.

FAQ

Does this handle Wells Fargo's short date format?

Yes. Wells Fargo often prints dates as MMDDYY. ClearStatement normalizes them to ISO YYYY-MM-DD so Excel sorts correctly.

Is my Wells Fargo data stored?

No. The PDF is processed only to extract transactions and is not stored after conversion.

What if the statement is a scan?

If there is no text layer, we cannot extract rows and we say so immediately. Re-download the original PDF from Wells Fargo.

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Wells Fargo statement to Excel in under a minute. Free tier included — upgrade once for unlimited conversions.

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