Convert Chase Statement to Excel, CSV, or OFX

Log into your Chase online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.

Chase layouts can vary by account type, statement period, and document quality. Process a representative file first, then compare dates, signs, row count, and balances with the source before using the export downstream.

Transfers are encrypted with TLS 1.3. Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. We do not ask for or store your banking credentials.

Yes. Signed-in uploads support up to 15 files and 100 pages in total, with a 50 MB limit per file. Each standard 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.