Convert Chase Statements to Excel & CSV
Upload a Chase PDF statement and get every transaction back in clean, ready-to-use columns. $0.15 per page, no subscription.
What a Chase statement looks like
Chase prints its transaction table with these columns. We read every row exactly as it appears and return clean, normalized data.
- Dates are printed as MM/DD without a year — the statement period at the top carries the year
- Most personal statements print no per-transaction balance. Chase lists balances in a separate Daily Ending Balance table instead; premium accounts print a single Transaction Detail table with a Balance column.
- Transactions are grouped into sections — Deposits and Additions, Checks Paid, ATM & Debit Card Withdrawals, Electronic Withdrawals, and Fees — rather than one chronological list. We merge them back into a single transaction table.
Why convert your Chase statement here
Chase statements have their own quirks. We built our converter for them.
Five sections become one table
Deposits and Additions, Checks Paid, ATM & Debit Card Withdrawals, Electronic Withdrawals, and Fees are merged into one chronological list with signed amounts.
Years added to every date
Chase prints dates as MM/DD without a year. We resolve each one against the statement period, so your spreadsheet gets complete dates.
Both statement variants work
The common sectioned layout and the premium Transaction Detail layout with its balance column both convert cleanly.
Nothing to lose
If a conversion fails, your credits are refunded automatically — and your first 10 pages are free.
How to download your Chase statement
You need the PDF first. Here is where Chase keeps it.
Online banking
- 1 Sign in to chase.com
- 2 Open the main menu in the top left corner and choose "Statements & documents"
- 3 Select your account and the year, then open or save the statement PDF
Mobile app
- 1 Sign in to the Chase Mobile app and tap the profile icon in the top right corner
- 2 Select "Statements & documents", then tap "Statements"
- 3 Choose your account and year, then open the statement PDF to save or share it
Chase keeps up to 7 years of statements available online, depending on the account type.
What people convert Chase statements for
Bookkeeping
Feed clean monthly transactions into your books instead of retyping them.
Tax preparation
Pull a full year of statements into columns that are ready for the return.
Reconciliation
Line statement transactions up against your ledger in one spreadsheet.
Loan & mortgage applications
Hand over tidy transaction histories when lenders ask for them.
Expense tracking
See where the money went without copying rows by hand.
Audit preparation
Produce consistent, sortable records for reviews and audits.
How to convert a bank statement to Excel
Three steps, no manual typing, no templates to set up.
Upload your PDF statement
Drag in one statement or twenty, from any bank. Up to 200 pages and 20 MB per file.
We extract every transaction
Dates, descriptions, and amounts are read straight from the document, row by row. Nothing is summarized, merged, or invented.
Download Excel or CSV
Both formats come with every conversion. Open the spreadsheet or import the CSV wherever you need it.
Simple pay-per-page pricing
Know the price before you upload. Your first 10 pages cost nothing.
$0.15 / page
- First 10 pages free
- No subscription, no minimum
- Excel and CSV included
- Failed conversions refunded automatically
What customers say
"Chase splits my statement into five sections — deposits, checks, debit card, electronic, and fees. Stitching them back into one list used to eat an afternoon. Now I upload the PDF and get a single dated table I can reconcile straight away."
Rachel Nguyen
"Chase prints dates as MM/DD with no year, so my spreadsheets sorted wrong every January. Here the full date is already filled in from the statement period. No more fixing rows by hand."
Marcus Bell
"I run a Chase checking account and a Chase card. Both convert into the same clean spreadsheet, and a full year of statements costs me a few dollars. My accountant stopped asking for the PDFs."
Anthony Russo
Convert statements from other banks
Any bank works. These are the ones we convert most often.
Convert your first Chase statement free
Upload a Chase PDF and download clean Excel or CSV in minutes. Your first 10 pages are on us.
First 10 pages free · No credit card · No subscription