- Choose an Account for which you would like to receive transaction activity.
- Access Download Account Activity under the Accounts tab and complete the required information.
- Confirm the From and To date of the data you would like to download.
- Select the Comma Delimited (ASCII, Spreadsheet).
- Click on the Download button.
- A window should appear with the Excel spreadsheet. Select Save File. Save the file in a directory/folder. (It is very important that you make a note of the location of the directory/folder in the active window so you can find this file later.)
- Follow steps 1 through 6 for any other accounts you would like to download. Each account downloaded must have a different file name.
- Once you have finished downloading all your account information, sign off from Wells Fargo Online® and open your file/spreadsheet/workbook (Example: Excel *.xl file type).
- With an Excel or other spreadsheet file/workbook already open, go to the File menu/Open or Import function.
- Find the file that you downloaded earlier and double click on it. The information will be imported into your active file/spreadsheet/workbook.