Wells Fargo + Sage: Bridge the Gap
Need to get your Wells Fargo Bank bank statement into Sage? 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, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount) for Sage import.
How BankScan AI Converts Wells Fargo for Sage
BankScan AI's CSV output is compatible with Sage's bank statement import. The date format, transaction descriptions, and amount columns are mapped automatically. 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 Sage
Our AI parses Wells Fargo's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Sage
In Sage Accounting, go to Banking > select your bank account > Import statement. Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import.
Sage Import Tip
Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
Wells Fargo to Sage 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
- Sage formatted — Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
- Date conversion — Converts MM/DD to DD/MM/YYYY automatically
Import Wells Fargo Data into Sage
After converting your Wells Fargo statement with BankScan AI:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Import Wells Fargo into Sage Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Wells Fargo to Sage Free