Convert a Chase bank statement to Excel, CSV or QBO
Drop in a Chase PDF and get back a spreadsheet or an accounting import. Reconciled against the running balance Chase prints, so you can see the figures are right. Nothing is uploaded and nothing is stored.
Drop your Chase PDF here
Personal checking · Total Checking · Savings
How we read Chase, field by field
This is the part other converters leave out. These are the properties of this bank’s statement layouts as we understand them, and how each one is handled. None has yet been confirmed against a real statement from the bank.
| Date format on the statement | MM/DD — the year comes from the statement period, never guessed | Handled |
| Running balance column | Present on checking and savings, absent on credit cards | Depends |
| Multi-line descriptions | Yes — references wrap onto a second line, and we merge them upward | Handled |
| Repeated page headers | The opening balance reprints on every page; excluded automatically | Handled |
| Password protection | Chase does not password-protect statements downloaded from chase.com | Not applicable |
| Credit card dual dates | Transaction and posting dates both present; the transaction date is exported, and the posting date is kept out of the description | Handled |
The bank's own export is not the same data. Chase’s own Activity Download gives you roughly the last 90 days as CSV, and it drops the running balance column. The PDF statements go back seven years.
Things that trip people up with Chase
Credit card statements have no running balance
Which means the row-by-row arithmetic check cannot run on them. We still check the total against the printed closing figure, and the results screen says plainly that the stronger check was unavailable, rather than reporting a number as though it had been checked.
The Activity Download is not the same data as the statement
Chase’s CSV export covers roughly the last 90 days and omits the running balance. The PDF statement is the authoritative record and reaches back seven years. If you need anything older than a quarter, the PDF is the only route — which is also why this tool exists.
Business Complete Checking splits fees into their own table
Those fee rows carry amounts but are not entries in the running balance. We exclude them from the transaction list and total them separately, so the closing balance still reconciles.
Written by Andrew Denning
No real statements from this bank have been through the tool under test yet · how we measure accuracy
statementtool.com is not affiliated with, endorsed by or connected to Chase. The name is used only to describe the statement format this page covers. Check converted figures against your original statement before filing them.