Wells Fargo + KashFlow: Bridge the Gap
Need to get your Wells Fargo Bank bank statement into KashFlow? 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, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out) for KashFlow import.
How BankScan AI Converts Wells Fargo for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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 KashFlow
Our AI parses Wells Fargo's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into KashFlow
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.
KashFlow Import Tip
Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
Wells Fargo to KashFlow 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
- KashFlow formatted — Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
- Date conversion — Converts MM/DD to DD/MM/YYYY automatically
Import Wells Fargo Data into KashFlow
After converting your Wells Fargo statement with BankScan AI:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Import Wells Fargo into KashFlow Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Wells Fargo to KashFlow Free