Convert Chase Bank Statements to Excel & CSV

Upload your JPMorgan Chase PDF bank statement and get clean, structured data in Excel or CSV format. Free, accurate, and secure.

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Upload your Chase PDF bank statement and get clean Excel or CSV data in seconds. Free to try, no credit card required.

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About Chase Statement Format

Chase PDF statements feature a clean, single-column layout with transactions listed chronologically by date. Each entry includes the date, description, and amount, with deposits and withdrawals clearly separated. The statement header displays the account number, statement period, and a summary section showing beginning balance, total deposits, total withdrawals, and ending balance.

Statement Features

  • Multi-account statements covering checking, savings, and credit card accounts
  • Monthly summary with beginning balance, deposits, withdrawals, fees, and ending balance
  • Transaction descriptions include merchant names, locations, and reference numbers
  • Separate sections for deposits/credits and withdrawals/debits

How to Convert Chase Statements to Excel

1

Download Your Statement

Log in to your Chase online banking and download your statement as a PDF.

2

Upload the PDF

Go to our homepage and drag your Chase PDF into the upload area.

3

Download Excel / CSV

Your transactions are extracted automatically. Download as Excel or CSV instantly.

Tips for Chase Statement Conversion

  • Download statements from chase.com by navigating to Statements & Documents under your account
  • Chase credit card and checking statements have different layouts — both are supported for conversion
  • Statements going back up to 7 years are available for download in PDF format
  • If your statement includes multiple accounts, each account section will be converted separately

Chase Statement FAQ

How do I download my Chase bank statement as a PDF?

Log in to chase.com, select your account, then click on 'Statements & Documents' in the account menu. Choose the statement period you need and click the download icon to save it as a PDF. Chase retains statements for up to 7 years online.

Can I convert Chase credit card statements to Excel?

Yes. Upload your Chase credit card statement PDF and it will be converted to an Excel spreadsheet with columns for date, description, and amount. Chase credit card statements list transactions chronologically and our converter handles this format accurately.

Does Chase offer CSV export for bank statements?

Chase allows you to download recent transactions as CSV through their Activity page, but this only covers the last 90 days. For older records or complete monthly statements, downloading the PDF and converting it to Excel or CSV gives you a full, formatted record.

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