Convert Chase Statement to Excel or CSV
Transform your Chase PDF bank statements into usable Excel or CSV files in just a few clicks.
About Chase
Chase is the consumer and commercial banking subsidiary of JPMorgan Chase, the largest bank in the United States by total assets. With over 80 million consumers and 6 million small business clients, Chase statements feature a detailed transaction list organized by date with running balances and a clear summary section.
Pro tip — How to download your statements
Log into chase.com, go to Statements & Documents to download PDF statements. Chase provides up to 7 years of statements online. Their PDF format includes a well-structured transaction table.
Chase statement format
Here's what a Chase PDF statement looks like and what matters for extraction.
- Columns
- Date Description Amount Balance
- Date format
- MM/DD/YYYY
- Decimal separator
- period (1,234.56)
- Running balance
- Yes
- Multi-line labels
- Yes
Chase groups activity into labeled sections (Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals, Fees) rather than one continuous chronological list. A running balance is shown in the checking activity summary.
Download your Chase statement as PDF
- 1 Sign in to chase.com or open the Chase Mobile app.
- 2 Select the account, then open "Statements & Documents".
- 3 Choose the statement period you need (up to 7 years are available online).
- 4 Click the statement to download it as a PDF.
Extraction pitfalls to watch
Format quirks to know before converting a Chase statement.
- Transactions are split into labeled sections rather than a single date-ordered table, so a naive copy-paste mixes deposits, withdrawals and fees.
- Long merchant descriptions wrap onto a second line, which can shift values into the wrong column.
- Summary boxes (beginning/ending balance, totals) sit next to the transaction table and are easily mistaken for transactions.
- Business and personal checking statements use slightly different section headings.
Export formats
Works with
How to convert your Chase statement
Download your Chase statement
Log into your Chase online banking, download your statement as PDF, then upload it to BankStatementLab.
Automatic extraction
Our engine analyzes your Chase statement and automatically extracts all transactions: dates, descriptions, amounts.
Export to Excel or CSV
Download your structured file and import it into Excel, Google Sheets, or your accounting software.
Why convert your Chase statements with us?
Chase compatible
Our tool is optimized for Chase statements. Format automatically recognized.
5 credits included
5 credits on signup, then 5/month. No credit card required to sign up.
Secure and confidential
Your PDFs are never stored. TLS 1.3 encryption.
Instant export
Conversion in less than a minute. Instant download.
FAQ - Chase Statement Conversion
Log into your Chase online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.
Yes, our tool is compatible with Chase checking accounts, savings accounts, and joint accounts. Both recent and older formats are supported.
Absolutely. We use TLS 1.3 encryption and your PDFs are never stored. We never store your banking credentials.
Yes, you can upload up to 5 files simultaneously. Each page uses 1 credit (5 on signup, then 5/month).
Chase organizes statements by activity type — Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals and Fees — instead of a single chronological table. Our converter reads every section and merges them back into one clean, date-ordered spreadsheet with consistent columns.
Yes. Chase Total Checking, Chase Business Complete Banking and Sapphire statements all share the same PDF structure with minor heading differences. The converter detects the layout automatically and extracts the transactions either way.
Convert the PDF to CSV or Excel, then import the file into QuickBooks (Banking > Upload from File) or Xero. The exported columns — date, description and amount — map directly to the fields these tools expect.
Related guides
Go further with converting and importing your statements.
Ready to convert your Chase statements?
Create your free account. 5 credits on signup, then 5/month. 1 credit = 1 page.
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