Convert your Chase statement to Excel
Drop the PDF from your Chase online banking and see the converted result before you sign up. Free account for the download, nothing stored.
Chase lets you download transactions for the last 12 months, while its PDF statements stay available for about seven years — so anything older has to come out of the PDF.
No statement handy? or open the finished Excel
How Chase statements are handled
Chase statements list debits and credits in separate columns; we merge them into one signed amount column.
Like every conversion on StatementSheet, the result is checked line by line: the running balance is recomputed across all transactions, and any row that does not reconcile is flagged in the preview and highlighted in your Excel download. You get Date, Description, Amount and Balance columns that open in Excel, Google Sheets or Xero, plus a separate three-column export for QuickBooks.
Getting the PDF from Chase
Log in to your Chase online banking or mobile app, open Statements or Documents, and download the statement for the period you need as PDF. Then drop the file above. You can select several months at once and they will be merged into a single chronological spreadsheet.
Chase converter FAQ
How do I download a statement PDF from Chase?+
Log in to Chase online banking or the mobile app, open the Statements or Documents section, pick the period and download the statement as a PDF. Then drop that file into the converter above.
Can I convert a Chase statement to Excel for free?+
Yes. Create a free account and your first Chase statement (up to 10 pages) converts at no cost — no card required. Paid plans start at $15/month if you convert regularly.
Is it safe to upload a Chase statement?+
Chase statements are processed in memory and purged the moment your spreadsheet is ready. Nothing is stored: our database records only a page count and a timestamp, never your transactions.
Does it work with scanned or photographed Chase statements?+
Yes. The parser reads scans and photos too, and every conversion still runs the balance check so you can see exactly which rows need attention.
Which columns does the Chase export include?+
Date, Description, Amount and Balance, as Excel or CSV — and a separate three-column CSV for QuickBooks, which reads a fourth column as a debit and would otherwise import your running balance as money. Rows flagged by the balance check are highlighted in the Excel file.