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admin:wells_fargo_download [2013/03/06 08:29] – created jwarrioradmin:wells_fargo_download [Unknown date] (current) – external edit (Unknown date) 127.0.0.1
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 +====== Wells Fargo Download ====== 
 +  
 +     -  Choose an Account for which you would like to receive transaction activity. 
 +  -     Click on the Select button. This will populate a From and To date in the Date Range section. This is the date range whereby transaction activity is available for download. To make a change, highlight and delete the date. You can then enter the appropriate date. Since this is a data import, your program will not check for duplicate transactions. It is very important that you select a beginning date that is after the last transaction date in your file/spreadsheet/workbook. 
 +  -     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 stating that it does not know how to handle a *.csv formatted file. 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.) If the "save to" dialogue box does not come up, please contact Wells Fargo Online® technical support at 1-800-956-4442. 
 +  -     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.