Convert Chime Statement to Excel, CSV, or OFX

Q: How do I download my Chime statement as PDF?

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

Q: Can I convert every Chime statement layout?

Chime 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.

Q: Is my Chime data secure?

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.

Q: Can I convert multiple Chime statements at once?

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).

Q: Chime is app-only — how do I get a statement to convert?

Open the Chime app, go to Settings then Documents, open Statements, and save the monthly PDF. Once you have the PDF saved or shared from the app, upload it to the converter to get a CSV or Excel file.

Q: How are Chime round-up and automatic savings transfers handled?

Round-up and automatic savings moves appear as individual line items on the statement. The converter captures them as separate rows with their date and amount, so you can tag them as internal transfers between your Spending and Savings accounts rather than as income or expenses.

Q: Can I convert both my Chime Spending and Savings statements?

Yes. Chime documents the Spending Account and Savings Account separately. Export each statement from the app and upload them; the converter keeps each account's transactions in its own clean file with Date, Description, Amount, and Balance columns.

Transform your Chime PDF bank statements into usable Excel, CSV, or OFX files in just a few clicks.

Get Started

Try it with a Chime statement

Drop a Chime PDF statement and watch the extraction happen live. Instant preview, no signup required.

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Export Excel/CSV/OFX
Secure data

Drag and drop your PDF files here, or click to select

1 file · 100 pages max · 2-page preview

Result preview

PDF · Before

ChimeStatement — May 2026

05/02Salary payment+2,480.00

05/04Card · Supermarket-86.30

05/07Electricity bill-74.90

05/09CB Amazon-39.99

05/15Rent payment-720.00

Hours of data entrydone in seconds

Excel · After

DateDescriptionAmountCategory

05/02Salary payment+€2,480.00Salary

05/04Card · Supermarket-€86.30Groceries

05/07Electricity bill-€74.90Utilities

05/15Rent payment-€720.00Housing

No file handy?

Convert Chime statements to Excel Upload a PDF statement and export the extracted table as XLSX. Convert Chime statements to CSV Create a clean CSV for accounting imports, analysis, or reconciliation. Browse all supported bank guides Find guides for banks in your country and other supported regions.

About Chime

Chime is America's largest neobank with over 20 million customers, making it the most popular digital-only bank in the United States. Known for its no-fee banking, early paycheck access, and no minimum balance requirements, Chime generates fully digital PDF monthly statements that include transaction date, merchant name, transaction type, amount, and running balance — formatted for straightforward conversion to Excel or CSV.

Pro tip — How to download your statements

In the Chime app, go to Settings > Documents > Statements to download your monthly PDF. As a digital-native bank, Chime PDFs are clean and structured for accurate automated extraction.

Chime statement format

Here's what a Chime 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: No

Chime is an app-only neobank (banking services provided by partner banks), and its statements are clean, natively digital PDFs with a single chronological transaction list: Date, Description, Amount, and a running Balance. Spending Account and Savings Account activity is documented per account.

Download your Chime statement as PDF

1 Open the Chime app and sign in.
2 Tap Settings, then Documents.
3 Open Statements and select the monthly statement you need.
4 Save or share the PDF from the app (Chime is app-first; there is no full desktop statement portal equivalent).
5 Upload the saved PDF to the converter.

Extraction pitfalls to watch

Format quirks to know before converting a Chime statement.

Chime is app-only, so statements must be exported from the mobile app rather than a desktop banking portal before they can be converted.
Spending Account and Savings Account are documented separately; keep their statements distinct so balances are not mixed.
Round-up transfers and other automated savings moves appear as their own line items and should be categorized as internal transfers, not income or expenses.
Pending or in-app authorizations are not part of the finalized statement PDF, so the converted file reflects only posted transactions.

Export formats

CSV Excel (XLSX) OFX

Works with

QuickBooks Xero Wave NetSuite

How to convert your Chime statement

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Download your Chime statement

Log into your Chime online banking, download your statement as PDF, then upload it to BankStatementLab.

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Automatic extraction

Our engine analyzes your Chime statement and automatically extracts all transactions: dates, descriptions, amounts.

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Export to Excel, CSV, or OFX

Download your structured file and import it into Excel, Google Sheets, or your accounting software.

Why convert your Chime statements with us?

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Chime statement guidance

Use the bank-specific format, download, date, and column notes on this page before reviewing the extracted rows.

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5 credits included

5 credits on signup, then 5/month. No credit card required to sign up.

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Secure and confidential

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. Transfers are encrypted with TLS 1.3.

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Reviewable exports

Check the extracted table against the source statement before exporting to Excel, CSV, or a supported OFX workflow.

FAQ - Chime Statement Conversion

How do I download my Chime statement as PDF?

Can I convert every Chime statement layout?

Is my Chime data secure?

Can I convert multiple Chime statements at once?

Chime is app-only — how do I get a statement to convert?

How are Chime round-up and automatic savings transfers handled?

Can I convert both my Chime Spending and Savings statements?

Related guides

Go further with converting and importing your statements.

Convert a Chime PDF statement to Excel or CSV Categorize Bank Transactions in Excel with Pivot Tables

Pricing & credits 5 credits included to start. 1 credit = 1 page. Accounting integrations QuickBooks, Xero, Sage and more.

Ready to convert your Chime statements?

Create your account. 5 credits are included on signup, then 5/month. 1 credit = 1 page.