How to Export Wells Fargo Statements into Excel Spreadsheets

Follow these simple steps to import your Wells Fargo statements into Microsoft Excel and Google Sheets, where you can analyze them as you wish.

How to export Wells Fargo statements into Microsoft Excel and Google spreadsheets

Step 1: Log in to your Wells Fargo account

From your computer:

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Step 2: Download transactions in an Excel file

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  • Once logged in, click on the relevant account under Account Summary
  • Click on “Download Account Activity”

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  • On the next loaded page, do the following steps.
  • For Step 1, simply select the account you require in the drop down list
  • For Step 2, insert a starting date and the end date for your required transaction period. 
  • For Step 3, Under “File Format”, chose “Comma Delimited (ASCII, Spreadsheet)” 
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  • Click on “Download”
  • The file will automatically download to your computer. 
    • Once you have finished downloading all your account information, sign off from Wells Fargo Online® and open your file/spreadsheet/workbook (Example: Excel *.xls file type).
    • With an Excel or other spreadsheet file/workbook already open, go to the File menu/Open or Import function.
    • Find the file that you downloaded earlier and double click on it. The information will be imported into your active file/spreadsheet/workbook.

Step 3(a): Open the file on Excel Online

  • Go to onedrive.live.com and sign in with your Microsoft account.
  • Click on Upload Files
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  • Select the file downloaded in Step 2 and click Open
  • The file will be uploaded on your One Drive
  • Click on it to open it using Excel Online

Step 3(b): Open the file on Google Sheets

Your financial life in a spreadsheet, automatically updated each day

Tiller connects 21,000 banks to your spreadsheets and automatically updates them with your spending, balances, and net worth each day. Track everything in one place with flexible templates and no ads.

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  • Go to drive.google.com and sign in with your Google account.
  • Click on New File Upload
  • Select the file downloaded in Step 2 and click Open
  • The file will be uploaded on your Google Drive
  • Click on it to open it using Google Sheets

References:

https://www.wellsfargo.com/help/online-banking/comma-delimited/

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