bank guide · Chase

Chase Bank statement to CSV or Excel

The fastest way to turn a Chase PDF statement into a clean spreadsheet — no upload, no signup, no row limit. Parsed entirely in your browser.

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Private by default

Your PDF is parsed locally. Nothing is uploaded.

Under a second

Even multi-year statements convert instantly.

CSV, Excel, JSON

Export to whatever your bookkeeping tool wants.

How to export your Chase statement

01
Sign in at Chase.com and pick the account you want to export.
02
Click the download icon at the top-right of the transactions list.
03
Choose 'Statements' to grab the official monthly PDF (works for any date range your account holds).
04
Open the PDF in our converter — it parses Chase's two-column layout and exports clean CSV, Excel, or JSON.

What Chase provides — and why the PDF wins

Chase's built-in CSV export is capped at roughly 90 days, so anyone reconciling a full tax year ends up downloading PDFs. The PDFs are text-based (not scanned), which means our parser pulls every transaction row including memos and running balance.

PDFCSV (90 days only)OFXQFX

Why convert Chase PDFs to CSV?

Import into QuickBooks, Xero, Wave, FreshBooks

Every major bookkeeping tool accepts CSV. Most reject PDF.

Build budgets in Excel or Google Sheets

Pivot tables, charts, and category formulas need rows — not pages.

Reconcile multiple accounts

Combine CSVs from several months or accounts in the Merger tool.

Feed AI categorization

Run the Spending Categorizer to tag every row in one shot.

FAQ

Can I convert older Chase statements?+

Yes. Chase keeps up to 7 years of statements in the portal. Download any monthly PDF and drop it into the converter — the parser doesn't care about the date.

Does this work for Chase business and credit card statements?+

Yes. Chase Ink, Sapphire, Freedom, and Chase Business Checking all use the same PDF layout family, and all parse cleanly.

Will Chase see I downloaded the statement?+

Downloads inside the Chase portal are normal customer activity. The conversion itself happens entirely in your browser — Chase never sees the conversion step.

Ready to convert your Chase statement?

Free, private, no signup. Drop the PDF and download a clean CSV.

Open the converter

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