ClearlyLedger converts Wells Fargo checking, savings, and credit card PDF statements to clean Excel and CSV files. Wells Fargo's date format, running balance column, and multi-line payee descriptions are all handled correctly with balance verification before every export.
Wells Fargo PDF statements list transactions with Date, Check Number (where applicable), Description, Deposits, Withdrawals, and Ending Daily Balance. Daily balance entries appear between transaction rows on some statement types.
ClearlyLedger's Wells Fargo parser strips daily balance rows, consolidates multi-line payee descriptions, and outputs a clean transaction-only sheet.
Wells Fargo often combines multiple accounts (checking, savings, credit) in a single PDF. Each account section is detected by its header and processed separately.
You can export each section to its own sheet or merge all transactions into a single sheet with an Account column.
Balance verification compares the opening and closing balances printed on the statement against the sum of extracted transactions. If they don't match, the export is flagged so errors can be caught before importing into accounting software.
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