Convert Chase UK Bank Statement to Excel
Chase UK statements are refreshingly plain: one calendar month per document, columns for Date, Description, Amount out, Amount in and Balance, with the balance updating after every transaction and opening and closing figures stated up front. Chase itself suggests checking that opening balance + total in − total out = closing balance. Plain doesn’t mean quick, though — a month of contactless payments can run to hundreds of lines, and retyping them for a tax return or expense claim is an evening lost. SheetMyBank pulls every line into a worksheet in seconds, keeping the in/out split and per-transaction balance exactly as printed.
Chase is entirely app-based — there’s no desktop online banking — so statements come from the app: tap your profile at the top right, open ‘Statements & documents’, choose the month and save the PDF (Android users may need a PDF reader installed). Statements stay accessible for up to six years from when they were generated. During conversion the document never leaves your phone or laptop, and SheetMyBank applies the very arithmetic Chase recommends, warning you if the printed balances don’t add up.
Drop your Chase UK 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 UK statement FAQ
Chase has no website — how do I get my statement onto a computer?
Download the PDF in the app via profile → ‘Statements & documents’, then share it to yourself by email, AirDrop or a file service and open it on the computer. Alternatively, run the conversion in your phone’s browser and export the finished Excel file from there.
Chase only gives me a PDF — can I still get a spreadsheet?
Yes. The monthly PDF contains everything a spreadsheet needs — Date, Description, Amount out, Amount in and Balance — and the converter reads those columns directly from the document, so you end up with the same rows in editable form without waiting on any export feature.
I’ve closed my Chase account — can I still reach old statements?
You can. Former customers are still able to log in to the Chase app and access statements for up to six years from the date each one was generated, which covers the period HMRC typically expects self-employed records to be kept.