Convert Chase Bank Statement to Excel

Chase statements pack a lot onto each page: checking statements group activity into sections like "Deposits and Additions", "ATM & Debit Card Withdrawals", and "Electronic Withdrawals", each with its own subtotal, while the daily ending balance lives in a separate table at the end. Re-keying that into a spreadsheet by hand means constantly cross-referencing sections. Our converter reads the whole PDF, pulls every dated transaction line regardless of which section it sits in, and rebuilds a single chronological table.

To get the PDF, sign in at chase.com or the Chase Mobile app, open the account, and choose Statements & documents — Chase keeps up to 7 years of statements available for download. Drop the file below and it is parsed entirely on your device: nothing is uploaded, and the running balance check flags any row where an amount does not reconcile, which catches the occasional line-wrap quirk in long Chase merchant descriptions.

Drop your Chase statement here (PDF or photo)

Processed entirely on this device — nothing is uploaded. Scans and photos are read with on-device OCR (beta).

Free for your first 5 pages each month · Processed on your device · Balance-verified output

Chase statement FAQ

How do I download a Chase statement as a PDF?

Log in at chase.com, select the account, then go to Statements & documents. Chase retains up to 7 years of statements; pick a period and download the PDF. The Chase Mobile app has the same option under account services.

Does this work with Chase credit card statements too?

Yes. Chase card statements list transactions with post date, merchant description, and amount. The converter extracts them the same way; because card statements often omit a per-line running balance, balance verification applies where balance data is present.

Chase already offers CSV downloads — why convert the PDF?

Chase activity downloads only cover a rolling recent window and reflect current cleared activity, not the statement of record. For bookkeeping, audits, and loan applications you usually need the official monthly statement — this converts exactly that document.