Why Chase PDFs are annoying to work with
Chase statements aren't just one table you can copy-paste. They're structured in ways that break most conversion methods.
Split sections
Checking statements divide transactions into Electronic Withdrawals, Deposits & Additions, Checks Paid, and Fees — each a separate block, not one table.
Balance rows in the data
Chase inserts "Daily Ending Balance" rows directly inside the transaction table. Copy-paste tools treat them as real transactions, corrupting your totals.
Two-line descriptions
Merchant names appear on one line, location on the next. Manual copy-paste merges or splits these, leaving half your descriptions garbled.
Credit card layout differs
Chase credit cards (Sapphire, Freedom, Ink) use a completely different layout with Transaction Date, Post Date, and grouped categories — not compatible with checking converters.
How the conversion works
Upload once, get a clean spreadsheet. The AI handles Chase's quirks automatically.
1
Download your Chase PDF
Log into chase.com or the Chase mobile app → select your account → Statements & Documents → download the month you need as a PDF. Chase stores statements going back 7 years.
2
Upload and let AI do the work
Drop the PDF on the converter. The AI reads every section of your Chase statement — merging Electronic Withdrawals, Deposits, Checks Paid, and Fees into one clean chronological table. Daily Ending Balance rows are filtered out automatically.
3
Preview free, download for $1.99
Check the first few transactions to verify accuracy — no payment needed. When you're satisfied, pay $1.99 once and download the full Excel or CSV file. No subscription, no account required.
What your Excel file looks like
Every transaction in one table — date, full description, debit, credit, and running balance. Compatible with Excel, Google Sheets, QuickBooks, and Xero.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2024-03-01 | Direct Deposit — Payroll ADP | — | $3,450.00 | $5,112.40 |
| 2024-03-03 | Debit Card Purchase — Whole Foods Market Chicago IL | $67.34 | — | $5,045.06 |
| 2024-03-05 | Online Transfer to Chase Savings | $500.00 | — | $4,545.06 |
| 2024-03-07 | ACH Payment — Netflix | $15.49 | — | $4,529.57 |
| 2024-03-10 | Check #1042 — Paid | $850.00 | — | $3,679.57 |
| 2024-03-14 | Zelle Payment Received — James K | — | $200.00 | $3,879.57 |
| 2024-03-18 | ATM Withdrawal — Chase ATM 5th Ave New York NY | $300.00 | — | $3,579.57 |
Sample output — actual data extracted from your Chase PDF statement
Excel header included
Bank name, account number (masked), statement period, opening and closing balance — all in the Excel file header rows.
Both formats included
One payment gives you both Excel (.xlsx) and CSV — download whichever your software needs.
Full descriptions preserved
Merchant name, location, and transaction reference all extracted exactly as they appear — nothing truncated.
All Chase account types supported
Whether it's a personal checking account or a business credit card, the converter handles the format correctly.
Chase Total Checking
All transaction sections merged into one chronological table. Daily Ending Balance rows removed.
Chase Premier Plus Checking
Includes interest earned rows and fee waivers — extracted accurately alongside transaction data.
Chase Savings
Interest credits and transfer activity extracted cleanly. Works with both standard and high-yield savings statements.
Chase Sapphire
Credit card layout with Transaction Date, Post Date, Description, and Amount — all columns captured correctly.
Chase Freedom
Category groupings (Purchases, Payments, Fees) merged into a single flat table for easy analysis.
Chase Ink Business
Business credit card statements fully supported — same format as personal cards, handles higher transaction volumes.
Common questions about Chase conversion
Chase's website lets me export CSV — why would I use this instead?
Chase's native CSV export only covers the last 90 days of activity. If you need older statements — for tax prep, mortgage applications, or multi-month analysis — you'll need to download the PDF statements (available for up to 7 years) and convert them. This tool handles those PDFs directly.
Will it work with multi-page Chase statements?
Yes. The converter processes all pages in your Chase PDF, not just the first. Most Chase monthly statements run 2–4 pages. The tool supports up to 10 pages and 200 transactions per conversion — more than enough for any monthly statement.
Does it handle Chase statements with both checking and savings on the same PDF?
Chase sometimes combines multiple accounts in one PDF. The converter extracts all transactions from the document and labels them by account section. You can filter by description in Excel to separate accounts after download.
What about Chase business account statements?
Chase Business Complete Checking and other business account statements are fully supported. The format is similar to personal checking — all transaction sections are merged and the output is identical in structure.
Is my Chase statement data safe?
Your file is processed in memory and never written to any server or database. We have no copy of your statement once the extraction is complete. The conversion happens via an encrypted connection and the file is discarded immediately after. See our Privacy Policy for full details.
What if the conversion has errors?
Email support@convertbankstatement.online within 7 days with your order ID and we'll issue a full refund. Accuracy is very high for Chase's standard PDF format — the free preview lets you verify quality before paying.
Ready to convert your Chase statement?
Free preview of your first transactions. Pay $1.99 once to download the full Excel or CSV — no account, no subscription.
Convert my Chase statement
Free preview · $1.99 to download · No sign-up required