Convert your Chase bank statement to Excel or CSV
Upload a Chase checking, savings, credit card or business statement PDF and get a clean, reconciled spreadsheet, built specifically for the way Chase formats its statements.
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- Excel
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- We never sell or share your data
- Totals checked against your statement
Chase issues statements as multi-page PDFs that group transactions into several separate sections (Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals, Checks Paid and Fees) instead of one running ledger. Copy-pasting into Excel scrambles that structure and drops the running balance.
Our converter is tuned for Chase's exact layout. It reads every section, rebuilds a single chronological transaction list, recovers the full date (Chase prints only MM/DD on each row), and reconciles the result against your statement's opening and closing balances so the numbers actually add up.
How Chase statements are laid out
A typical Chase personal checking statement opens with a 'CHECKING SUMMARY' (beginning balance, deposits, withdrawals, ending balance), followed by 'TRANSACTION DETAIL' broken into labelled sections. Each transaction row shows a MM/DD date, a description, the amount, and, for checking accounts, a running balance in the right-hand column. Checks are listed separately in a 'CHECKS PAID' table with check numbers. Business statements (Chase Business Complete Banking) follow the same sectioned structure with additional service-fee detail.
How to download your statement from Chase
- 1
Sign in to Chase
Log in at chase.com on a browser, or open the Chase Mobile app. Statements download cleanest from the desktop site.
- 2
Open the account
Select the checking, savings, or credit card account whose statement you need from your account list.
- 3
Go to Statements & documents
Choose 'Account services' (or the '...' menu), then 'Statements & documents'. Credit card accounts use 'Statements'.
- 4
Pick the statement period
Chase keeps several years of past statements online (typically up to 7 years). Select the month you want. Older periods are available as PDF only.
- 5
Download the PDF
Click the PDF or download icon to save the statement, then upload that file here. No need to unlock or print it first.
Chase conversion quirks we handle
Sectioned transactions: Chase splits activity across Deposits, ATM & Debit, Electronic Withdrawals, Checks Paid and Fees sections instead of one ledger, so a naive copy-paste loses entire sections. We merge them back into one date-ordered list.
MM/DD dates with no year: rows show only month and day, so the year is reconstructed from the statement period (and rolls correctly across a December to January boundary).
Separate Checks Paid table: cheque transactions appear in their own table with check numbers, and we fold these into the main transaction list.
Sparse running balance: the balance column is only populated on some rows and account types, so we carry the balance forward so reconciliation still works.
Repeated page headers and '(continued)' banners on multi-page statements are detected and skipped so they don't appear as phantom rows.
Combined statements: a single PDF can contain several accounts, so these are split per account before conversion.
Chase bank statement FAQ
Can't I just download my Chase statement as Excel or CSV directly?+
Chase only lets you export a CSV of recent activity for a limited window, and monthly statements are PDF only, especially older ones. To get a clean Excel or CSV of any past statement, you convert the PDF, which is exactly what this tool does.
Does it work with Chase business statements?+
Yes. Chase Business Complete Banking and Performance Business Checking statements use the same sectioned layout, including service-fee detail, and convert the same way as personal checking statements.
Will it keep the running balance and separate deposits from withdrawals?+
Yes. The converter preserves the running balance where Chase prints it (and carries it forward where it doesn't), and it keeps deposits, withdrawals, checks and fees correctly signed so debits and credits stay distinct.
Are scanned or photographed Chase statements supported?+
Statements downloaded straight from chase.com are text-based PDFs and convert with the highest accuracy. Scanned or photographed copies also work via OCR, though we recommend the original PDF when you have it.
Can I convert several months of Chase statements at once?+
Yes. Upload each monthly PDF and convert them in turn, or combine the periods into one spreadsheet. Each statement is reconciled against its own opening and closing balance.
Is it safe to upload my Chase statement?+
Files are processed over an encrypted connection and used only to produce your converted output. We come from a financial-services background and hold your data to strict security and privacy standards.
Convert to a specific format
Need a different bank or format? Our bank statement converter converts any bank statement into clean Excel and CSV.
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