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Amounts: Withdrawals are negative, deposits are positive. For credit cards, charges are negative and payments are positive.
How to download your Wells Fargo transactions as a CSV file
Last verified: September 2026 — Wells Fargo's interface changes periodically. If a step looks different, the function is usually still there, just moved.
Works for Wells Fargo checking accounts, savings accounts, and credit cards. You’ll get a .CSV file you can import directly into trak-yo-dolla$ or any spreadsheet.
Steps
1
Sign in at wellsfargo.com.
2
Click on the specific account you want to export — checking, savings, or a credit card. Each account exports separately, so pick one to start. You’ll repeat these steps for each additional account.
3
In the transaction history area, look for a Download Account Activity link. It’s typically above or near the transaction list.
4
A dialog opens. Set your date range, then choose Comma Delimited (.csv) as the file type. The other options (Quicken, Microsoft Money, QuickBooks) won’t work here.
5
Click Download. The file saves to your Downloads folder.
What’s in the file
Columns
The CSV has no header row. The columns are date, amount, an asterisk placeholder, an empty column (check numbers appear in the description field), and description. trak-yo-dolla$ reads the date, amount, and description — the other columns are ignored on import.Amounts: Withdrawals are negative, deposits are positive. For credit cards, charges are negative and payments are positive.
Exporting multiple accounts
Each account exports separately. Download one file per account and import each one — the app merges them automatically and shows everything together.
Keeping it current
Re-export every month or so to stay current. Overlapping date ranges are fine; the app skips duplicates.
Once you have the file, import it in trak-yo-dolla$ — open the app, click Import a CSV, and select your file. Nothing leaves your device.
Open trak-yo-dolla$