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Guide · Export CSV · Wells Fargo

Export a Wells Fargo CSV — 18 months for checking, 90 days for credit cards.

Wells Fargo's CSV export has been stable for years — same path, same options. The thing to know up front: checking, savings, and money market accounts get 18 months of history; credit cards get 90 days. So if you're moving a Wells Fargo checking + credit card combo into a new budgeting tool, expect different windows for each. Here's the route.

Step-by-step: export from Wells Fargo

  1. Sign in at wellsfargo.com on a desktop browser. The Wells Fargo mobile app doesn't expose the CSV export.
  2. Click the account you want — checking, savings, money market, or a Wells Fargo credit card.
  3. On the account activity page, look for the Download Account Activity link, usually positioned above the transaction table.
  4. Click it. A new page opens with download options.
  5. Pick a date range. Defaults to the last 90 days; bump it up to the maximum your account type allows (18 months for checking, 90 days for credit cards).
  6. Under File format, choose Comma Separated Values (.csv). Wells Fargo also offers Quicken, QuickBooks, and Money formats — Arden ingests CSV.
  7. Click Download. File lands in your downloads folder.

What you'll get

  • Format: CSV with columns Date, Amount, *, Check Number, Description. The *column is a one-character status indicator that's not always populated.
  • Date range — checking, savings, money market: 18 months.
  • Date range — credit cards: 90 days or 300 transactions, whichever is hit first.
  • Date range — line of credit / installment loan: up to 24 months.
  • Statement archive: PDF statements available for up to 7 years on most account types, up to 2 years for credit-card statements.
  • Sign convention: signed Amount column. Debits negative, credits positive on checking. Credit-card exports invert — purchases negative, payments positive.

Importing into Arden

Drag the file onto /import. Arden auto-detects the columns. The * (status) column gets ignored. The Check Number column gets carried through as transaction-level metadata. If you import a credit-card export and the sign feels backwards relative to your checking import, flip the sign-flip toggle once — the 2-row live preview confirms the direction before commit.

Quirks specific to Wells Fargo

  • Two different date-range caps depending on account type. Checking gets 18 months; credit cards get 90 days. Most people hit the credit-card cap first.
  • No headers in the raw CSV by default. Wells Fargo's export sometimes omits the header row — columns are positional only. Arden's parser identifies columns by content (date pattern, dollar pattern) rather than relying on headers, so this works either way. Other tools may need you to add headers manually.
  • 300-transaction cap on credit-card exports. If you charge a lot in a 90-day window, you may hit 300 transactions before 90 days. The export truncates silently — check the row count.
  • Loan accounts (auto, mortgage, line of credit) get a longer export window — up to 24 months — but the format is simpler with fewer fields.

FAQ

  • Can I export more than 18 months from a Wells Fargo checking account?

    Not in one download. For older history, download PDF statements from the 7-year archive and convert them with a separate tool, or accept the 18-month truncation.

  • Does Wells Fargo export include pending transactions?

    No. Only posted transactions. Pending charges remain in the UI until they post.

  • Why does my Wells Fargo CSV not have a header row?

    That's the default behavior — Wells Fargo writes positional data without headers. Arden detects columns by content (which column has dates, which has dollar amounts) rather than relying on headers, so the import still works.

Exporting from other banks?

Or just drop any CSV, XLSX, OFX, or QFX onto /import and Arden handles the rest.