How to Export Wells Fargo Statements into Excel Spreadsheets

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

Step 1: Log in to your Wells Fargo account

From your computer:

• Go to the Wells Fargo home page.
• Enter your Username and Password.
• Click “Sign In.”

Step 2: Download transactions in an Excel file

• Once logged in, click on the relevant account under Account Summary

• Click on “Download Account Activity”

• 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)” 

• 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

• 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

• 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/