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StatementSmith
Bank statement converter

Convert a Wells Fargo statement

Drop in a Wells Fargo CSV and get back a .qbo, .qfx or .ofx carrying the identifier Intuit lists for Wells Fargo, with a balance check that proves nothing was dropped.

No sign-up needed. Files never leave your browser.

Intuit keeps a directory of every institution it recognises, and each entry carries an identifier that a .qbo file is expected to name. Wells Fargo is in it, listed for Web Connect, the file download, with the identifier 03000. Files produced on this page carry that value rather than a placeholder.

Wells Fargo appears in the directory twice over: a consumer record and a separate business one. Both offer Web Connect, and the consumer identifier is the one written here, since it is the one attached to the ordinary checking and savings accounts a downloaded CSV usually comes from.

The conversion runs in this browser tab. Your statement is read from disk into memory, parsed and written back out as a download, without crossing the network. That matters more than usual when the account belongs to a client rather than to you.

Nothing needs configuring first. A single signed amount column works, and so does a split debit and credit layout. Junk rows above the real header are skipped. Totals rows at the bottom are left out and counted, so you can see what was ignored.

Balance validation

A converter that tells you when it missed something.

Most tools hand you a file and let you find out in your ledger. Every conversion here is reconciled against the closing figure first. That figure is read from your statement’s balance column, or typed in from the page when there isn’t one.

When the totals don’t meet you get the exact size of the gap, every row that did read, and the converted file anyway.

Sample balance check

Closing balance is 240.18 short

A transaction may be missing. Review the rows below, or re-upload including all pages.

Opening4,210.11
Rows total1,154.46
Computed5,364.57
Statement says5,604.75

A sample result. This is the same component the converter uses.

Client statements never leave the tab

Conversion runs in your browser, in JavaScript on this page.

No server copy

Closing the tab discards the file and everything read out of it. There is nothing to delete later and nothing to breach.

Nothing to opt out of

There is no upload step to decline, because there is no upload. Open your browser's network tab and convert. You will see no request carrying your data.

Keeps working with the network off

Once this page has loaded, conversion runs with no connection at all. Useful on a client site with locked-down wifi. It also proves the file stays put.

Questions people actually ask

What identifier does the file carry?

03000, which is what Intuit's Financial Institution Directory lists for Wells Fargo. The directory is the same list the desktop software reads, and every identifier in it is five digits including any leading zero. Files from this page also name Wells Fargo as the originating institution, so the file describes where the transactions actually came from.

Does my Wells Fargo statement get uploaded anywhere?

No. The conversion runs inside your browser using JavaScript on this page. The file is read from your disk into memory, converted, and offered back as a download. Nothing is sent to a server, so there is nothing for us to store, log or delete. You can confirm this by opening your browser's network tab while you convert.

How do I know every transaction came through?

Every conversion shows a balance check above the results. If your file has a running balance column, the opening and closing balances are read from it automatically; otherwise you can type them in from your statement. The check adds up every converted transaction and compares the result to the closing balance, and tells you the exact amount of any difference.

What if my export has an unusual column layout?

Point at the columns yourself. If the layout cannot be read automatically, or is read wrongly, you can say which column is the date, which is the amount, and which is the description. The row count updates live as you do it, so a correct mapping is distinguishable from a plausible-looking one before anything is downloaded.

My dates came out wrong. What happened?

A date like 05/01/2026 is ambiguous: 5 January in the UK and most of Europe, 1 May in the US. Turn on the day-first option and the file is re-read immediately. If your statement contains a date that can only be day-first, such as 19/02, the converter points this out before you download.

Other banks

Source

The directory is Intuit's own list and changes as institutions are added, renamed or removed.

Try it on the statement that’s annoying you right now.

No account, no card, no limit. If the layout isn’t recognised you will know immediately, rather than after a support ticket.

Convert a statement