Wells Fargo CSV to Beancount
Convert a Wells Fargo checking, savings or card export into balanced double-entry Beancount transactions — including its unlabelled five-column format.
Column mapping verified against a real Wells Fargo export
How to export your Wells Fargo transactions
- 1
Sign in at wellsfargo.com and open the account you want to export.
- 2
Choose Download Account Activity.
- 3
Pick a date range and select “Comma Delimited Format (.csv)”.
- 4
Open the file and paste all of it below — there is no header line to look for.
Wells Fargo exports no header row at all
Most banks label their columns. Wells Fargo does not: the file opens straight into data, five columns wide — date, amount, an asterisk, an empty column, then the description. Nothing in the file says so, which is why generic importers so often map it wrong. The preset below assigns the columns by position instead, so the file converts as-is.
Beancount output
Wells Fargo export questions
What is the asterisk column?
It marks the transaction as posted rather than pending. Every row in a completed export carries it, so it holds no information worth importing and the converter ignores it, along with the empty fourth column.
My file has a header row — is that a problem?
Some Wells Fargo interfaces do add one. The converter detects a header automatically, so either shape works; the column positions are the same either way.
Are check numbers included?
Only inside the description text, as something like “CHECK # 1234”. There is no separate column for them, so they land in the narration of the Beancount transaction where they remain searchable.
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