Chase Bank Statement Converter
Convert your JPMorgan Chase statement PDF to CSV, Excel, OFX, or QBO. Extract transactions automatically and download in the format you need. Our dedicated parser handles this bank with high accuracy.
Drop your bank statement here
PDF, up to 50 pages
Export formats
CSV
Universal spreadsheet format. Opens in Excel, Google Sheets, Numbers, or any data tool.
Excel (XLSX)
Native Microsoft Excel format with formatted columns and headers.
OFX
Open Financial Exchange format. Imports into Quicken, Mint, and most financial software.
QBO
QuickBooks Web Connect format. Direct import into QuickBooks Desktop and Online.
About Chase statements
Chase bank statements can be downloaded as PDFs from chase.com under Accounts > Statements & Documents, or via the Chase mobile app. Each PDF starts with a JPMorgan Chase Bank, N.A. header, a masked account number (Account Number: ****1234), and a statement period written in long form, for example 'January 1, 2026 through January 31, 2026'. The body is organized into clearly labeled sections — Account Summary, Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals, Checks Paid, and Fees — followed by a Daily Ending Balance table.
Transaction rows on checking and savings statements follow the layout MM/DD | Description | Amount | Balance. The year is intentionally omitted on every row to save horizontal space, so it has to be reconstructed from the statement header. Descriptions are uppercase and prefixed with merchant-type tags such as 'RECURRING CARD PURCHASE', 'ONLINE TRANSFER FROM', 'ZELLE PAYMENT TO', or 'ATM WITHDRAWAL'. Chase credit card statements use a slightly different layout, with two leading date columns — Transaction Date and Post Date — before the description and the charge amount.
ConvertStatement converts Chase PDFs into CSV, Excel, OFX, or QBO without uploading anything to long-term storage. Files are parsed in memory using deterministic rule-based regex, the year is reconstructed from the period header, credit card purchases are normalized to negative amounts, and the result is exported in a format ready to import into QuickBooks, Xero, or Wave.
How to convert your Chase statement
- 01
Download your statement from Chase
Log in to your JPMorgan Chase online banking, navigate to Statements & Documents, and download the PDF for the period you need.
- 02
Upload the PDF above
Drag and drop the PDF into the upload area on this page, or click to browse. The parser detects your bank automatically.
- 03
Preview your transactions
Review the extracted transactions in the preview table. Verify dates, descriptions, and amounts are correct.
- 04
Choose your format and download
Select CSV, Excel, OFX, or QBO and download your converted file. Import it into your accounting software or spreadsheet.
Chase statement format at a glance
Chase (JPMorgan Chase) bank statements are issued by JPMorgan Chase Bank, N.A. and use a US date format of MM/DD without the year on individual transaction rows. The year must be inferred from the statement period header, which uses the long form 'January 1, 2026 through January 31, 2026'. Amounts use the comma-thousands, dot-decimal convention (1,234.56) in USD, with debits shown as negative numbers and credits as positive on checking and savings statements. Each checking transaction is laid out as Date | Description | Amount | Balance. Chase credit card statements add a second date column, listing Transaction Date and Post Date side by side before the merchant description and dollar amount. ConvertStatement parses these PDFs by extracting the statement period, then matching one-line transaction rows with regex and exporting clean CSV, Excel, OFX, or QBO files suitable for QuickBooks, Xero, or Wave import.
- Date format
- MM/DD (year omitted in transaction rows; pulled from statement period header)
- Decimal format
- 1,234.56
- Currency
- USD
- Column layout
- Checking: MM/DD | Description | Amount | Balance. Credit card: Transaction Date | Post Date | Description | Amount.
- Statement sections
- Account Summary · Deposits and Additions · ATM & Debit Card Withdrawals · Electronic Withdrawals · Checks Paid · Fees · Daily Ending Balance
Known Chase parsing quirks
These are real layout details that make Chase PDFs different from other banks. Our dedicated parser handles each one explicitly so the exported CSV, Excel, OFX, or QBO is always correctly signed and dated.
- Chase omits the year in MM/DD transaction rows — parser falls back to extracting the year from the statement period header
- Credit card statements use two leading dates (Transaction Date + Post Date) on one row; parser keeps the Transaction Date and discards the Post Date
- Credit card charges arrive as positive numbers but are flipped to negative in code because Chase prints purchases without a sign
- Statement period uses long form 'Month D, YYYY through Month D, YYYY' with the word 'through', not a dash
- Account numbers appear masked as '****1234' — only the last 4 digits are reliably extractable
Description prefixes the Chase parser recognises
RECURRING CARD PURCHASECARD PURCHASEONLINE TRANSFER FROMONLINE TRANSFER TOZELLE PAYMENT TOZELLE PAYMENT FROMATM WITHDRAWALDEPOSITACH DEBITACH CREDITMONTHLY SERVICE FEECHECKMulti-line handling: Each transaction sits on one logical line after PDF text extraction; descriptions can be long but stay on the same row so a single-line regex captures them intact.
Convert to a specific format
Other supported banks
ConvertStatement supports dedicated parsers for many other US, UK, and European banks. Same in-memory processing, same export formats.
Frequently asked questions about Chase statement conversion
How do I download my Chase bank statement as a PDF?
Log in to chase.com, go to your account, click 'Statements & Documents', select the statement period, and click the download icon. The statement downloads as a PDF.
Can I convert a Chase credit card statement too?
Yes. ConvertStatement supports both Chase checking account statements and Chase credit card statements. Upload either type and the parser will detect the format automatically.
Does ConvertStatement handle Chase business account statements?
Yes. Chase business checking and business credit card statements follow a similar format and are fully supported by our rule-based parser.
Is my Chase statement data safe?
Yes. ConvertStatement processes files entirely in memory. No bank data is stored, logged, or shared. All transfers use HTTPS encryption. Your data is deleted from memory as soon as processing completes.
How much does it cost to convert a Chase statement?
ConvertStatement offers 3 free conversions per month (CSV format). Paid plans start at $9/month for 200 pages with all export formats including Excel, OFX, and QBO.
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