United States · Bank statement converter
Convert a Chase statement to Excel, CSV & JSON
Drop your bank statement here
PDF statements (scans coming soon) · browse files
1 page free per day · Files are deleted right after conversion
Chase statements split activity into separate sections — deposits and additions, checks paid, ATM and debit card withdrawals, electronic withdrawals — which makes manual copy-paste especially error-prone because each section has its own subtotals. Our converter reads every section, reassembles the rows in date order, and checks the running balance against the daily ending balance table Chase prints at the end.
Verified against the balance
Every row is reconciled against the statement's running balance, so a misread digit is flagged, not silently wrong.
Encrypted, then deleted
Your file is processed over an encrypted connection and the original PDF is deleted the moment conversion finishes.
QuickBooks & Xero ready
Export import-ready QuickBooks (QBO) and Xero files with stable IDs, alongside Excel, CSV, and JSON.
Updated July 24, 2026
How to convert a Chase statement
- 1
Upload your statement
Drag the Chase PDF into the converter above, or browse to it. Scans, phone photos, and password-protected files all work.
- 2
AI reads every transaction
Dates, descriptions, and amounts are extracted page by page, then cross-checked against the statement's running balance.
- 3
Review and download
Anything that doesn't reconcile is flagged for a quick fix, then you export to Excel, CSV, QuickBooks, Xero, or JSON.
How to download your Chase statement
- Sign in at chase.com, or open the Chase Mobile app.
- Select the account, then open “Statements & documents” on the web (or “Statements” in the app).
- Pick the statement period you need — Chase keeps up to 7 years of monthly statements.
- Choose the PDF and download it; in the app, tap the download or share icon.
Chase statement formats and where they trip up converters
Chase personal checking
Activity is grouped under labelled section headers, each with its own subtotal, followed by a Daily Ending Balance table.
DEPOSITS AND ADDITIONS
ATM & DEBIT CARD WITHDRAWALS
ELECTRONIC WITHDRAWALS
Daily Ending Balance 03/04 6,913.71 03/09 6,709.48 03/15 6,742.71
Transactions live under separate section headers — Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals — each with its own subtotal, so there is no single chronological list to copy.
The converter reads every section and rebuilds one date-ordered ledger, then reconciles it against the Daily Ending Balance table Chase prints at the end.
Each row shows only a MM/DD date; the year appears once, in the statement period header, so a statement spanning December into January can drop transactions into the wrong year.
Every date is normalised to a full ISO date from the statement period, so year-boundary statements stay correct in Excel.
Chase prints a Daily Ending Balance summary rather than a running balance on each line, so most rows have no balance of their own to check against.
We rebuild the running balance from the opening balance and each transaction, then cross-check it against the daily ending balance figures; any line that does not reconcile is flagged for review.
Long ACH and card descriptors wrap across two or three printed lines, which naive copy-paste splits into separate rows.
Multi-line descriptions are collapsed back into a single transaction with the full descriptor preserved.
Chase Business Complete Banking
The same sectioned layout as personal checking, plus a Fees section and a monthly transaction-count summary.
DEPOSITS AND ADDITIONS
ELECTRONIC WITHDRAWALS
FEES
A transaction-count and fee-waiver summary is printed alongside the fee, used to assess the monthly service charge.
Business statements add a Fees section and a transaction-count summary that interleave service charges with real activity.
Fee lines are kept as their own transactions so your totals stay clean, and the count/fee-waiver summary is skipped rather than parsed as activity.
A single business PDF can cover several linked accounts, so one balance chain would be corrupted by interleaved accounts.
Each account section is detected on its own, its balance chain kept separate, and exported as its own worksheet.
Supported Chase accounts
- Chase Total Checking
- Chase Secure Banking
- Chase Premier Plus Checking
- Chase Sapphire Checking
- Chase Savings
- Chase Business Complete Banking
What the export looks like
Every row rebuilt in date order and checked against the running balance. A green check means it reconciles; an amber flag means it needs a quick look before export.
| Date | Description | Amount | Balance | Check |
|---|---|---|---|---|
| 03/04 | Payroll ADP Direct Dep | +2,540.18 | 6,913.71 | Reconciles |
| 03/06 | Card Purchase — Whole Foods Mkt | -84.23 | 6,829.48 | Reconciles |
| 03/09 | ATM Withdrawal — 1155 5th Ave | -120.00 | 6,709.48 | Reconciles |
| 03/12 | Zelle payment from J. Rivera | +180.00 | 6,889.48 | Reconciles |
| 03/15 | Con Edison Web Pmt ID:8842 | -146.77 | 6,742.71 | Reconciles |
| 03/18 | Check #1042 | -410.00 | 6,336.71 | Needs review |
Frequently asked questions
How do I convert a Chase statement to Excel?
Download the statement PDF from chase.com or the Chase Mobile app (Statements & documents), drop it into the converter above, and download the result as Excel, CSV, QuickBooks, Xero, or JSON. Your first page each day is free, no account needed.
Why don't my Chase transactions show a running balance?
Chase prints a Daily Ending Balance summary at the end of the statement instead of a balance on every line. The converter rebuilds the running balance from your opening balance and each transaction, then reconciles it against that daily ending balance table, so a misread digit is caught rather than carried into your books.
My Chase statement covers checking and savings together. Will they stay separate?
Yes. When a combined statement lists more than one account, each account's section is detected on its own and kept as a separate balance chain, then exported as its own worksheet, so checking and savings never blend into one ledger.
Chase dates are just MM/DD — will the year come through correctly?
Yes. Individual Chase rows omit the year, which only appears in the statement period header. The converter reads that period and normalises every row to a full date, so statements that span December into January land in the right year in Excel.
Can I import a converted Chase statement into QuickBooks or Xero?
Yes. Alongside Excel and CSV, the converter exports QuickBooks (QBO) and Xero files with stable transaction IDs, so re-importing an updated statement will not create duplicates.
Does it work with Chase Business Complete Banking statements?
Yes. Business statements use the same sectioned layout with an added Fees section and a monthly transaction-count summary; the converter keeps fee lines as their own rows and skips the count summary so your totals stay clean.
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