Convert a Wells Fargo bank statement PDF to Excel, categorized.
Upload any Wells Fargo checking, savings, or credit card PDF and Sortlumo turns it into a searchable, sortable spreadsheet with merchants normalized and categories assigned.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Wells Fargo.
Sign in to Wells Fargo Online
Go to wellsfargo.com on the web — desktop produces a cleaner text-based PDF than the mobile app in some cases.
Open Statements & Documents
From the top menu, click "Statements & Documents". Wells Fargo retains 7 years of statements.
Choose the account and month
Select the account, choose the statement period, then click the download icon to save the PDF.
Drop into Sortlumo
Drag the saved PDF onto the upload zone. Sortlumo parses the entire statement and shows categorized transactions in under 10 seconds.
Exactly what we extract from your Wells Fargo statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. Sortlumo preserves every category override you've made, so your future self doesn't have to redo any work.
Wells Fargo statement questions, answered.
Does this work for Wells Fargo Active Cash, Reflect, Autograph, and other credit cards?
Yes — Wells Fargo uses one consistent statement format across its credit card lineup, and Sortlumo parses all of them.
Can I also import older Wells Fargo statements?
Yes. As long as the PDF is text-based (not a scanned image), the year doesn't matter. Most Wells Fargo PDFs from the last decade work without issue.
What about the new Wells Fargo Premier and Choice statements?
Both formats are supported. If a new statement format ever fails to parse, send it to [email protected] and we'll add support within 48 hours.
Are deposits and transfers included?
Yes. Sortlumo extracts every line in the transaction table — deposits, ACH transfers, debit card purchases, ATM withdrawals, and fees.
Drop in your first Wells Fargo PDF. See it categorized in under a minute.
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