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Chase

Convert your Chase statement to CSV or Excel

Upload your Chase statement and get a clean, structured spreadsheet in seconds.

Upload your Chase PDF PDF up to 20MB or 50 pages

First conversion free · No sign-up needed · PDF never stored

Balance-checked

Every conversion is reconciled against the statement's own printed totals.

Processed in memory

Your PDF is parsed and discarded. It is never written to disk.

Up to 50 pages

Handles multi-month statements up to 50 pages or 20MB per upload.

How it works

  1. STEP 1

    Upload the PDF

    Drop in the statement. Password-protected files are unlocked with the password you supply.

  2. STEP 2

    Rows are extracted

    Dates, descriptions, amounts and running balance are read into the seven standard columns.

  3. STEP 3

    Download the CSV

    Open it in Excel, Google Sheets, QuickBooks or Xero.

Built for the quirks of Chase statements

A Chase checking statement is not one table. It opens with a CHECKING SUMMARY block and then breaks the month into separately headed all-caps sections — DEPOSITS AND ADDITIONS, CHECKS PAID, ATM & DEBIT CARD WITHDRAWALS and their siblings — each with its own column set, and a DAILY ENDING BALANCE table sitting apart from the transactions entirely. There is no running balance beside each line, which removes the easiest way to catch a missing row. Amounts sit in a single AMOUNT column with direction implied by the section heading above them, and CHECKS PAID adds a CHECK NO. and a DATE PAID column the other sections do not have. Get the section boundaries wrong and every amount underneath inherits the wrong sign.

What the output looks like

Seven standard columns VERIFIED
DateNarrationReferenceValue DateDebitCreditBalance
01/04/2025Opening balance01/04/202512,480.00
03/04/2025Card payment - groceryREF4482103/04/202564.2012,415.80
07/04/2025Salary creditREF4490307/04/20253,200.0015,615.80
12/04/2025Standing order - rentREF4501012/04/2025950.0014,665.80

Illustrative rows. Every conversion is checked so that opening + credits − debits = closing.

Your statement stays yours

Never stored

The PDF is processed in memory and discarded when the conversion finishes.

Proven, not guessed

Output is labelled VERIFIED, DISCREPANCY or FAILED so you know what you got.

30-day history

Past conversions are kept for 30 days and you can delete them at any time.

Scans handled

Scanned or photographed statements fall back to OCR automatically.

Questions

Chase lets me download CSV already. Why would I convert a PDF?

Chase's activity download covers recent activity on accounts you can still open in online banking, and its window is limited. Archived monthly statements — the older periods, and anything on an account you have since closed — are PDFs. Once you are outside the download window or without login access, the PDF is the only copy of the data you have.

Does this handle Chase credit card statements?

Yes. Chase card statements are PDFs and upload the same way. They are laid out around an account summary and dated transaction sections with no running account balance, so verification uses the statement's printed summary figures — previous balance, payments, purchases, new balance — instead of a per-row balance chain.

Is uploading a Chase statement safe?

The PDF is processed in memory and never stored. Conversion history is kept for 30 days and you can delete it whenever you like. Every conversion is also balance-checked against the statement's own printed totals and labelled VERIFIED, DISCREPANCY or FAILED — the full method is in the Chase statement to CSV guide.

Try it on your next statement

Your first conversion is free — no account needed. Pro is /month for high-volume, month-end work.

Convert your Chase statement

Prefer the long version? Read the full Chase statement to CSV guide, including Chase's own export options.

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