Converting Your Wells Fargo Bank Statement PDF to Excel (.CSV)

Converting Your Wells Fargo Bank Statement PDF to Excel (.CSV)

Having your Wells Fargo bank statement in an Excel sheet format can come in handy in many ways such as trying to analyze your transactions, creating a budget, or creating a financial report. Usually presented in a PDF format.

This guide shall show you how you can get your hands on your Wells Fargo bank statement and convert it to a CSV file. There are two ways to acquire the bank statement: 

Method 1: Using the Wells Fargo Online Banking Site

  1. Log into your Wells Fargo Bank account.
  2. Go to the Statements tab found on the home screen.
  3. Select the account you wish to get a bank statement for along with the month.
  4. Provide the starting and ending dates for the transaction period of your choice.
  5. Download the PDF file of the statement.

Method 2: Using the Well Fargo Mobile App

  1. Log into your Wells Fargo App account.
  2. Open the menu found at the bottom.
  3. Choose statements and documents and then statements and disclosures.
  4. Choose your account, and you will be shown all statements connected to your chosen account.
  5. Finally, tap to download it.

Converting Your Wells Fargo Bank Statement PDF to Excel

Now we will see how we can convert a PDF file of the statement into an Excel sheet using Convert My Bank Statement, a website that helps convert your files with ease. Follow these simple steps:

  1. Visit the Convert My Bank Statement website and click on the button that says “Click Here To Convert A PDF”.
  2. Browse your computer to the location where you have the PDF file downloaded and double-click it.
  1. Once you select your PDF file, click on the Convert button. The website will take a couple of minutes to convert your file.
  2. The website will then show you a preview of the Excel sheet, click on Download on the top-right corner and you shall have your Excel sheet.

Conclusion

So use these simple steps to effortlessly convert your bank statement into a CSV file without the hassle of manual entry and the fear of human errors. Utilize the Excel sheet to create a precise budget or report of your suiting.