How to Download or Export Wells Fargo Bank Statements to Excel or CSV

Introduction
If you're wondering how to download Wells Fargo statements to Excel or looking for the best way to get a Wells Fargo CSV file, you're in the right place.
Whether you’re a small business owner, freelancer, bookkeeper, or simply tracking personal finances, having your bank data in spreadsheet format is incredibly useful.

Wells Fargo allows you to download some transaction data as CSV directly, but in many cases, especially for official monthly statements, the data is only available in PDF format.
That’s where tools like Statementsheet come in — helping you convert Wells Fargo PDF bank statements into clean, editable CSV or Excel files in just seconds.

In this guide, we’ll walk you through the full process: from downloading your Wells Fargo statements to converting them into Excel or CSV format for accounting or personal finance purposes


Why Export Wells Fargo Statements to Excel or CSV ?

Exporting Wells Fargo bank data to Excel or CSV gives you:

  • Better visibility on income and expenses

  • Easy importing into tools like Excel, Google Sheets, QuickBooks, or Xero

  • The ability to filter, sort, and categorize your transactions

  • A faster way to prepare reports for tax or accounting

  • More control over your data than PDFs allow

    • Let’s break down your options.


    Option 1: Download Transactions from Wells Fargo as a CSV File

    Wells Fargo provides a basic CSV export feature for recent transactions.
    This is perfect if you don’t need your full monthly statement, but just want the raw list of activity.

    How to export transactions to CSV:

    1. Go to Wells Fargo Banking and log into your account.

    2. Select the account you want to export.

    3. Navigate to the “Account Activity” section.

    4. Look for an option called “Download Account Activity” or “Download Transactions.”

    5. Choose the date range (e.g. last 30 days, last 90 days, or a custom range).

    6. Select CSV (Comma Separated Values) as your file format.

    7. Click Download.

    Once downloaded, open the CSV file in Microsoft Excel or Google Sheets to view and work with your transactions.
    However: this method does not give you the official monthly PDF statements. For that, continue below.


    Option 2: Download PDF Statements from Wells Fargo

    If you want to retrieve your monthly bank statements, the ones used for official records, taxes, and business documentation, they are only available in PDF format.

    Here’s how to download them:

    1. Log in to your Wells Fargo account online

    2. Select the account you want.

    3. Click on “Statements & Documents.”

    4. Choose the statement period you want to download.

    5. Click Download PDF.

    Now you have your bank statement — but it’s in PDF format.
    So how do you convert it into Excel or CSV?


    Converting Wells Fargo PDF Statements to Excel/CSV with Statementsheet

    While Wells Fargo doesn’t offer an Excel or CSV version of PDF statements,
    you can use Statementsheet to convert them.

    What is Statementsheet ?
    Statementsheet is a simple, secure, web-based tool that converts PDF bank statements into clean, structured CSV or Excel files.
    It’s especially useful for Wells Fargo users who only have access to PDF statements.

    Why use Statementsheet ?

  • ✅ No installation needed — it runs in your browser
  • ✅ Accurate extraction of dates, descriptions, and amounts
  • ✅ Works with Wells Fargo, Chase, Bank of America, and more
  • ✅ Saves hours of manual data entry
  • ✅ Ideal for accountants, freelancers, and small business owners


    • How to use it ?

    1. Go to StatementSheet

    2. Upload your Wells Fargo PDF statement.

    3. The tool will automatically convert the statement into a downloadable CSV or Excel file.

    4. Open the file in Excel or Google Sheets to work with your data.

    It’s that simple.


    Common Use Cases for a Wells Fargo CSV File

    Once you’ve exported or converted your Wells Fargo statement into CSV, you can:

  • Import it into accounting software like QuickBooks, Xero, Wave, or FreshBooks
  • Run budget analyses in Excel
  • Filter spending by category, vendor, or date
  • Spot unusual transactions or fees
  • Generate custom financial reports

    • For accountants, this means faster monthly closes. For individuals, it means smarter money management.


    Frequently Asked Questions

    Can I export Wells Fargo statements directly to Excel ?

    Not directly. You can export transaction history as a CSV, which works perfectly in Excel. However, full PDF statements must be converted using a tool like StatementSheet.

    Is it safe to upload my bank statement to Statementsheet ?

    Yes. Statementsheet is designed for security and privacy. Uploaded files are processed securely and deleted shortly after conversion.

    Does it work with other banks ?

    Absolutely. Statementsheet works with most major banks, including Bank of America, Chase, Capital One, American Express, and more.


    Final Thoughts

    If you're still asking yourself how to download Wells Fargo statements to Excel or how to export Wells Fargo statements to Excel, you now know the answer depends on what type of data you need.

  • For recent transaction history, Wells Fargo’s CSV export tool works well.
  • For monthly PDF statements, use Statementsheet to convert the file into an editable format.
  • For recent transaction history, Wells Fargo’s CSV export tool works well.

    • Having your Wells Fargo CSV data opens up a world of financial flexibility — from budget planning to bookkeeping.
    And with tools like StatementSheet, it’s never been easier to go from static PDF to dynamic Excel.