Wells Fargo + FreeAgent: Bridge the Gap
Need to get your Wells Fargo Bank bank statement into FreeAgent? 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 / OFX (Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely) for FreeAgent import.
How BankScan AI Converts Wells Fargo for FreeAgent
Convert your bank statement PDF with BankScan AI, then import the CSV into FreeAgent's bank statement upload. Dates and amounts are formatted to match FreeAgent's requirements. 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 FreeAgent
Our AI parses Wells Fargo's layout, converts dates to DD/MM/YYYY, and outputs CSV / OFX.
Import into FreeAgent
In FreeAgent, go to Banking > select your account > Import Bank Statement. Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically.
FreeAgent Import Tip
Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
Wells Fargo to FreeAgent 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
- FreeAgent formatted — Output as CSV / OFX with Date, Description, Amount (single column) — FreeAgent also accepts OFX files which skip the column mapping step entirely
- Date conversion — Converts MM/DD to DD/MM/YYYY automatically
Import Wells Fargo Data into FreeAgent
After converting your Wells Fargo statement with BankScan AI:
- In FreeAgent, go to Banking > select your account > Import Bank Statement
- Choose CSV or OFX format, upload the file, and FreeAgent will parse the transactions automatically
Common Import Issues
FreeAgent can struggle with CSV files that have extra header rows or summary rows at the bottom. Ensure only transaction data rows are included.
Import Wells Fargo into FreeAgent Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Wells Fargo to FreeAgent Free