US bank · United States

Import Wells Fargo Statements into Tally Assistant

Wells Fargo online banking supports transaction history downloads in spreadsheet formats and PDF statements for checking, savings, and credit accounts.

US freelancers with Wells Fargo personal or business accounts who track income and expenses in one place.

Export your Wells Fargo file

  1. 1Sign in to Wells Fargo online banking and open the account's transaction history.
  2. 2Use the download or export option and choose the spreadsheet format (CSV or Excel).
  3. 3Save the file, then upload it directly in Tally Assistant.

What happens after upload

  • Column detection happens automatically, so delimiter, date order, and currency format are handled without setup.
  • Each transaction gets an AI-suggested category, which you review and approve.
  • Year-end exports are easy: export the full year, import it, and your reports are ready for your accountant.

What to watch out for

  • Large year-long exports can take a moment to parse, but there is no per-file transaction cap on paid plans.
  • If your account only offers PDF statements, use PDF import instead of retyping rows.

Free plan, no credit card

Import 100 transactions a month for free. Any bank, any format, any language.

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