Wells Fargo + Clear Books: Bridge the Gap
Need to get your Wells Fargo Bank bank statement into Clear Books? Wells Fargo uses MM/DD and chronological transaction listing with separate Deposits, Withdrawals, and Checks sections, plus a Transaction Summary and Daily Balance summary — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts Wells Fargo for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Wells Fargo statements organize transactions by type with running daily balances. BankScan AI handles Wells Fargo's distinctive debit/credit column layout.
How It Works
Upload your Wells Fargo PDF
Drag and drop your Wells Fargo statement. Supports PDF with MM/DD handling.
AI converts for Clear Books
Our AI parses Wells Fargo's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
Wells Fargo to Clear Books Features
- Wells Fargo optimised — Trained on Wells Fargo's chronological transaction listing with separate Deposits, Withdrawals, and Checks sections, plus a Transaction Summary and Daily Balance summary with MM/DD parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts MM/DD to DD/MM/YYYY automatically
Import Wells Fargo Data into Clear Books
After converting your Wells Fargo statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import Wells Fargo into Clear Books Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Wells Fargo to Clear Books Free