Convert a Chase bank statement to Excel
Convert a Chase statement PDF to Excel or CSV in your browser. StatementSift detects date, description, amount and balance columns, then checks row-by-row balance continuity before export. Chase statements use this layout: Date, Description, Amount (debits negative) and Balance — a single signed amount column.
- Choose PDF
- Review transactions
- Export your data
Choose a PDF with selectable text from online banking. Parsing runs locally; incomplete balance evidence is marked for review. Check the extracted rows against your statement before exporting.
Columns
Date, Description, Amount (debits negative) and Balance — a single signed amount column.
Best source
Download the official PDF statement from Statements & Documents in Chase online banking. That text-based PDF converts most accurately — avoid screenshots.
Review target
Flagged rows, opening and closing balances.
Watch-outs for Chase statements
Chase usually relies on one signed amount column. Flagged rows often come from a minus sign or parenthesized amount being read the wrong way.
Wrapped merchant descriptions can push the next line out of alignment; check long descriptions when the balance proof fails.
Opening balance, closing balance and page-break continuation rows are not ordinary transactions, so review the first and last rows on multi-page statements.
How to convert a Chase statement
- 1
Download your Chase statement as a text-based PDF from online banking.
- 2
Drop the PDF into the local converter on this page.
- 3
Review detected columns, opening and closing balances, and every flagged row.
- 4
Export to Excel, CSV, or QuickBooks/OFX only after the reconciliation looks right.
Frequently asked questions
No. Reading the PDF, detecting rows, checking balances and building the export all run locally in your browser. Your Chase statement is not uploaded or sent to an AI service.
Download the official PDF statement from Statements & Documents in Chase online banking. That text-based PDF converts most accurately — avoid screenshots.
Treat the export as a format conversion, not financial, accounting, tax or legal advice. Verify key figures and consult a qualified professional before relying on the output.
Updated · StatementSift team