Convert Wells Fargo Bank Statement to Tally
Turn your Wells Fargo PDF statement — digital, scanned, or a phone photo — into Tally (XML) in seconds. A Tally-ready XML file that imports straight into TallyPrime or Tally.ERP 9 as accounting vouchers — no manual entry. Checking, savings, and small-business statements.
Wells Fargo → Tally
Upload your statement
Drag & drop a PDF, scan, or photo — any bank. Our AI extracts every transaction and exports to Excel, CSV, QBO, or OFX.
Drag & drop your statement here
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Encrypted in transit · Processed in memory · Deleted immediately
How to convert a Wells Fargo statement to Tally
- 1Upload your Wells Fargo statement — a PDF, scan, or phone photo. No conversion to images needed.
- 2Our vision AI reads the transactions and reconciles them against the running balance, flagging any misread digits.
- 3Review and edit the table if you like, then click Export and choose Tally (XML).
- 4In TallyPrime: Gateway of Tally → Import → Vouchers, then select the downloaded .xml. Each line posts as a voucher against your bank ledger; reclassify the Suspense A/c side to the correct ledger.
Wells Fargo to Tally — questions
Is converting Wells Fargo statements to Tally free?+
Yes — the free tier converts up to 10 pages a month with no credit card. Larger volumes are covered by Pro and Business plans.
Does it work with scanned Wells Fargo statements?+
Yes. Upload a scan or a phone photo of your Wells Fargo statement — the AI reads it, not just clean digital PDFs.
How do I use the Tally file?+
In TallyPrime: Gateway of Tally → Import → Vouchers, then select the downloaded .xml. Each line posts as a voucher against your bank ledger; reclassify the Suspense A/c side to the correct ledger.
Is my Wells Fargo data safe?+
Your file is processed in memory to extract the transactions and then deleted immediately. We never store your Wells Fargo statements.
Prefer another format? Wells Fargo to Excel · Wells Fargo to CSV · Wells Fargo to QuickBooks · Wells Fargo to Xero
From a different bank? Convert any bank statement to Tally.
See all Wells Fargo options or other United States banks.
How to download your Wells Fargo statement
- 1Sign in at wellsfargo.com and choose the account.
- 2Select “Statements & Documents”.
- 3Open the statement month and save the PDF.
- 4Upload the PDF to StatementFlow.
Wells Fargo statement formats we handle
Everyday Checking, Way2Save Savings, Active Cash and Reflect credit cards, and small-business checking.
Wells Fargo statements include an “Ending daily balance” table separate from the transaction list; StatementFlow uses it to verify every line reconciles. Older scanned Wells Fargo statements read cleanly because extraction is vision-based, not OCR-template-based.
What a Wells Fargo statement looks like
A Wells Fargo statement shows an account summary, then a dated Transaction history with separate Deposits/Credits and Withdrawals/Debits columns, followed by an Ending daily balance table. That daily-balance table sits apart from the transaction list, and StatementFlow uses it to confirm every line reconciles.
Tips for converting Wells Fargo statements
- Use the PDF statement — Wells Fargo's CSV download omits the ending-daily-balance table StatementFlow checks against.
- Re-printed or older Wells Fargo statements scan cleanly because extraction is vision-based, not text-layer based.
- Personal and small-business Wells Fargo layouts both work with no template setup.
Guides for converting Wells Fargo statements
See all bank statement guides.