Download Your Wells Fargo Statement
Download your Wells Fargo account transactions in just a few clicks.
Supported formats:
Step-by-Step Guide
Follow these 3 simple steps to download your statement
Account Summary
Log in and select your account
Go to wellsfargo.com, click "Sign On" to access your account, then select the checking, savings, or credit card account you want to download from the Account Summary page.
Pro tip: Enable browser cookies if you have trouble signing in.
Account Activity
Download transactions as CSV
Navigate to "Activity" or "See all activity", set your date range using the filter, then click the download icon and select "Comma Separated" (CSV) format. You can download up to 18 months at once.
Pro tip: Choose "Comma Separated" format — avoid Quicken (QFX) or Microsoft Money (OFX) formats as those are not supported.
Budget Analyzer — Add data
Upload to Budget Analyzer
Drag and drop your downloaded CSV file into Budget Analyzer, or click the upload button to select it from your computer.
Good to Know
- Wells Fargo CSV downloads include date, description, and amount for each transaction.
- Deposits appear as positive amounts and withdrawals as negative amounts in the downloaded file.
- Pending transactions may not appear in downloads until they are posted.
- If you have business accounts, they may need to be downloaded from a separate business banking portal.
- You can download transactions going back up to 18 months from the current date.
Ready to Analyze Your Spending?
Once you've downloaded your statement, head back to the analyzer and upload it to see where your money is going.
Go to Budget Analyzer