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Wells Fargo uses noticeably different column orders for consumer, business, and combined statements. Vision AI reads each one without per-layout tuning.
Wave on the import side: Wave expects amounts as positive numbers with a separate column or sign convention to indicate debit versus credit. Bank2XL outputs Debit and Credit as two columns, which is what Wave's import wizard parses.
| Wells Fargo statement input | Bank2XL CSV output |
|---|---|
| Wells Fargo Everyday Checking ****1209, monthly statement, $3,118.42 closing balance, 30 to 80 transactions a month, scanned or digital PDF. | One CSV document Wave accepts directly, with each transaction's date, amount, description, and account type. Balance reconciliation status sits on the validation sheet of the matching Excel output if you want to double-check before importing. |
Wave previews the first batch on the import screen but uploads all rows. The full set appears in the Transactions list after you finish the import. Filter by date to confirm.
Wave does not auto-deduplicate. If you upload an overlapping period, you'll see duplicates. Easiest fix is to delete the overlap range from Transactions before re-importing, or only import non-overlapping date ranges.
Yes. Every conversion produces all formats at once: XLSX, CSV, QBO, OFX, QFX. Download whichever you need. Most users grab the CSV file for Wave and keep the XLSX as a human-readable backup.