How to Convert Chase Statements
Download your statement as a PDF from chase.com or the Chase mobile app
Upload the PDF to our converter -- drag and drop
Preview the extracted transactions and check them against the account summary totals
Download your Excel or CSV file, ready for QuickBooks, Xero, or Excel
Why Choose Us for Chase
Chase checking, savings, and credit card statements
Reads the sectioned Chase layout, not just one flat table
CSV and Excel that import into QuickBooks or Xero (map the columns)
Preview and verify rows before export
GDPR compliant -- files encrypted and deleted in 24h
Convert in under 3 seconds -- no software to install
How to download your Chase statement as a PDF
On chase.com
- Sign in at chase.com.
- Open the Main Menu (top left) and choose "Statements & documents".
- Choose Statements, then pick the account.
- Select the year and the statement period — it opens as a PDF you can save.
In the mobile app
- Open the Chase Mobile app and sign in.
- Go to the account, then tap "See statements".
- Pick a statement period and save or share the PDF.
Depending on the account type, Chase keeps up to 7 years of statements online, so a full prior year is usually still downloadable at tax time.
What a Chase statement looks like inside
- Transactions are split into labelled sections — deposits and additions, card and ATM withdrawals, electronic withdrawals, fees — rather than one continuous table. A converter that assumes a single table can drop whole sections.
- Most Chase checking statements show no running balance per row. There is a beginning balance, an ending balance and section totals in the account summary instead.
- US formatting throughout: MM/DD dates, a comma thousands separator and a period decimal ($1,234.56).
- Statements downloaded from chase.com are text-based PDFs, so no OCR is needed. A phone photo or a scan of a paper statement still works, but goes through the image path.
How we check a Chase statement is right
Our strongest check compares each row against the statement's own running balance. Most Chase checking statements do not print one — so for those we fall back to control-total footing: the transactions we extracted must add up to the beginning balance, section totals and ending balance that Chase printed on your statement. If they do not add up, the file is flagged rather than quietly handed to you. We only treat a figure as an anchor if it actually appears in the PDF, so a number the model invented cannot be used to bless its own output.
Chase is not one of our per-bank verified parsers, so we do not quote an accuracy percentage for it. The reconciliation result for your specific file is shown on screen before you download.
Things worth knowing
- Combined statements cover several accounts in one PDF. Each account is converted with its own transactions kept separate.
- Credit card statements have no running balance at all — they are a charges-and-payments list, so the control-total check is what applies.
- Check images at the back of a statement are pictures, not transaction rows, and are ignored.
Chase Conversion FAQ
Is the Chase statement converter free?+
Yes. You can convert Chase PDF statements to Excel or CSV for free — no signup or credit card required to start. Higher daily volumes are available on a paid plan.
How accurate is the Chase to Excel conversion?+
Every conversion is checked against the statement's own balances (our reconciliation gate) and shown to you in a preview before you download, so you can confirm the Chase numbers are right. A conversion that doesn't fully reconcile is flagged for review.
What formats can I export my Chase statement to?+
Excel (.xlsx), CSV, a Fortnox-style CSV (for manual bookkeeping), and JSON. You can also choose newest-first or oldest-first ordering to match what your accounting software expects on import.
Is it safe to upload my Chase bank statement?+
Yes. Files are encrypted in transit, processed in the EU, and deleted within 24 hours — we never permanently store your transactions. The service is GDPR compliant and built in Sweden.
Do I need to install any software to convert Chase statements?+
No. The converter runs entirely in your browser — upload the Chase PDF, preview the extracted transactions, and download your spreadsheet. Nothing to install.
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