What to expect from your Wells Fargo statement
If you bank with Wells Fargo in United States, the PDF bank statement is the file you start from; Satr turns its transaction table into a spreadsheet.
Wells Fargo runs its head office from San Francisco, California. Its website domain is wellsfargo.com.
How to get the PDF bank statement from Wells Fargo
Ask Wells Fargo online banking for the bank statement of the account and period you need and download it as a PDF. If a PDF is not offered, the branch or the bank's support can usually provide one.
Which PDFs work
A PDF that you download from online banking normally has a real text layer, and Satr can read its rows. You can test this by trying to select text in the PDF.
Scanned pages and photos saved as PDF are images. Satr does not do OCR, so it will tell you there is no text.
If the PDF is password-protected, Satr asks for the password and opens it locally; the password is not sent anywhere.
Reading United States amounts and dates
Statements in United States usually show amounts in USD ($) with a dot (.) as the decimal mark and a comma (,) as the thousands separator. Dates commonly look like MM/DD/YYYY or MM/DD.
Some statements put the month first (MM/DD/YYYY); check the date order in the preview when the day is 12 or lower. Some statements print dates without a year (for example 04/01); those rows may need the year added in Excel.
Satr recognised these number and date patterns in our own checks, and you can still change the number format and column roles before exporting.
Importing into accounting software
If you use QuickBooks and Xero, open the exported XLSX or CSV and match its columns in the program's import screen. There is no connection between Satr and these tools.
Status of Wells Fargo in Satr
No statement from Wells Fargo has been tested individually yet.
Satr works with text-based PDFs. Layouts tested so far: 5 synthetic sample statements of fictional banks (Turkish, English, Arabic, Persian).
Satr is not affiliated with Wells Fargo and is not endorsed by it.
Privacy: nothing is uploaded
Nothing in your statement is uploaded. Satr runs inside your browser tab, so the PDF, the rows and the exported file stay on your device.
Keep exploring
Other banks in United States:
How to convert your bank statement from Wells Fargo to Excel
- Download the PDFGet the bank statement of the account and period as a PDF from Wells Fargo online banking or the app.
- Open it in SatrSelect the downloaded file in Satr. It is processed locally and a password is requested only when the PDF needs one.
- Check the columnsLook at the preview and assign each column: date, description, money in, money out or amount, and balance. Change the number format if needed.
- Download Excel or CSVExport XLSX or CSV. The first 15 rows are free; the full export is paid.
Questions
Can I convert my Wells Fargo statement PDF to Excel?
Download the statement as a PDF, open it in Satr and map the columns. The status section on this page says what has and has not been tested.
Is my Wells Fargo statement uploaded anywhere?
No. Satr opens the PDF in your browser, so your Wells Fargo data never reaches a server.
Is Satr connected to Wells Fargo?
No. Satr is an independent tool and is not affiliated with Wells Fargo.
Can I convert a whole year of Wells Fargo statements?
All pages in the PDF are processed. If you have twelve monthly PDFs, convert each one.
Where is Wells Fargo headquartered?
According to the public list we used, Wells Fargo is headquartered in San Francisco, California. Where the head office is does not change how a PDF statement is converted.