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Returning Member
posted Apr 11, 2025 3:38:09 AM

Wells Fargo Expense Upload Problem

Serious problem when linking self-employed expenses from a Wells Fargo account.


When I attach the account, it at first only links .01% of expenses. After several times refreshing it links 25% of expenses (expenses only from Jan 1- Apr 4).


I have spent over 5 hours with customer service troubleshooting to no avail. 

I’ve tried:

-unlinking and relinking the credit card

-clearing cache and cookies 

-different browser

-starting entire process over from scratch

-resetting my TurboTax access (on the Wells Fargo app)

-different computer

-changing my WF password (read somewhere that simple passwords without symbols are better ingested into TurboTax)

 

Customer Service told me that “there’s no  problem” with TurboTax’s expense uploads but still cant fix it.

 

Any ideas?

0 1 1678
1 Replies
Expert Alumni
Apr 17, 2025 11:59:45 AM

Did you use these instructions?

 

To automatically upload your business expenses to TurboTax, you can use the TurboTax Expense Monitor. Here’s how you can do it:

  1. Connect Your Financial Accounts: Link your bank accounts and credit cards to TurboTax. This allows TurboTax to import your transactions directly.
  2. Categorize Transactions: Once your transactions are imported, you can categorize them as business, personal, or split expenses.
  3. Import to TurboTax: At tax time, you can import these categorized expenses into your TurboTax return.

You can get started with the TurboTax Expense Monitor here.

 

Important points:

  • You can use the TurboTax Expense Monitor at the end of the year to import your business expenses. However, it's designed to be most effective when used throughout the year.
  •  By regularly connecting your financial accounts and categorizing transactions, you ensure that all expenses are accurately tracked and categorized, which can save you time and reduce errors at tax time1.
  • If you  use it only at the end of the year, make sure to review and categorize all your transactions carefully before importing them into TurboTax.