US • USD
Convert Chase Bank Statements to Excel
Free AI-powered converter for Chase PDF statements. Drop the file, get a clean Excel or CSV ready for Xero, QuickBooks, or your accounting spreadsheet — in under a minute.
Convert your Chase statement now
What your Chase Excel output looks like
Every transaction lands on its own row with the running balance intact. Paid plans also get the AI-assigned Category column shown below and one-click QuickBooks CSV export.
| Date | Description | Withdrawals | Deposits | Balance | Category |
|---|---|---|---|---|---|
| 01/03/2026 | ACH Deposit — Client Payment | 2,340.55 | 10,791.75 | Income | |
| 01/05/2026 | Check #1044 — Office Rent | 1,850.00 | 8,941.75 | Rent/Mortgage | |
| 01/06/2026 | Card Purchase — Fuel Station | 68.44 | 8,873.31 | Fuel | |
| 01/08/2026 | Monthly Service Fee | 25.00 | 8,848.31 | Bank Fees |
Sample data for illustration — your file is processed in memory and never stored.
What to know about Chase statements
Chase statements are typically issued monthly per account; if you have multiple Chase accounts (checking, savings, credit), you'll receive a separate PDF for each.
- Country
- US
- Currency
- USD
- Statement formats
- PDF, CSV, QFX
- Account types covered
- Checking, Savings, Credit Card, Business
About Chase statement exports
Chase provides several ways to access transaction data through the Chase online banking portal at chase.com — PDF statements are available for every account, and CSV or QFX downloads are offered for most checking, savings, and credit card accounts. If you already have a Chase CSV export, you can open it directly in Excel with no conversion. The AI converter is designed for the PDF case: if you only have the PDF statement, or you need to standardize multiple Chase accounts into one workbook, the extractor reads the transaction table straight from the PDF layout and outputs a structured Excel or CSV file with date, description, amount, and balance columns. This works for Chase checking, savings, credit card, and business account statements. USD amounts and Chase's date formatting pass through unchanged, and the resulting spreadsheet is ready to import into QuickBooks, Xero, Sage, or Wave.
How to convert a Chase statement
- 1
Download your statement from chase.com
Sign in to your Chase online banking at chase.com, navigate to your account statements, and download the period you need as a PDF.
- 2
Upload to the InvoiceToData converter
Open the bank statement converter and drop the PDF onto the upload zone (under 5MB). The AI reads the document as a visual grid — transaction date, description, amount, balance — and preserves every row.
- 3
Download Excel or CSV
Click Download your Excel to save a clean .xlsx with bordered cells and bold section headers — ready to import into Xero, QuickBooks, Sage, or Wave for reconciliation.
Why this works for Chase statements
No template setup
Most converters need a saved template per bank. Ours reads the visual layout directly, so Chase's exact formatting doesn't need to be pre-configured.
Preserves USD amounts and dates
Numeric amounts in USD and the date format used by Chase pass through unchanged — what you see in the PDF is what you get in the spreadsheet.
Bank-level privacy
Your statement is processed in memory and discarded as soon as the response is sent. We never store the PDF or the extracted data, and we don't use it to train models.
FAQ — Chase statement conversion
- Can I convert Chase statements to Excel for free?
- Yes. Your first conversion is free with no sign-up. Create a free account to get 3 more free credits, then $9.99 buys 50 additional credits (about $0.20 per page).
- Does the converter handle downloaded Chase PDFs?
- Yes. Chase downloads statement PDFs without password protection by default, so you can upload directly without preprocessing.
- Will the Excel output work with QuickBooks or Xero?
- Yes. Output is a standard .xlsx with date, description, amount, and balance columns. Map these directly into QuickBooks Online, Xero, Sage, or Wave during the bank import step.
- Can it handle multi-account or multi-page Chase statements?
- Yes. The AI processes the entire PDF and preserves separate account sections as distinct labeled tables. Long statements stay structured row-for-row.
- Are my Chase statements stored?
- No. Files are processed in memory and discarded immediately after extraction. We do not retain the PDF or the structured data, and we do not train AI models on your content.