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.
Last updated October 2, 2026
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
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.
How to download Chase statements as CSV or Excel, and when you need a PDF converter
chase.com gives you two different things. Statements are the monthly PDFs, found under Statements & Documents. Account activity is the transaction list on the account page, which Chase has let you download from the page itself: look for a download option beside the list (labelled something like Download account activity), which has offered spreadsheet-friendly formats such as CSV. Labels, formats and the date range available vary by account type and change over time, so check what your account offers and which dates it covers before relying on it.
A PDF converter is the answer when the period you need is older than that download covers, when you need exactly what the monthly statement says (a lender, a tax preparer, or reconciling to the printed closing balance), when a client or accountant sends you statement PDFs and you have no access to their online banking, or when you want one consistent layout across several banks.
To convert a statement: download the PDF for the month from Statements & Documents, upload it above, check the preview, then choose CSV or Excel. ConvertStatement reads both Chase checking and savings statements and credit card statements.
Chase prints transaction dates as MM/DD with no year, so the parser takes the year from the statement period line (Month D, YYYY through Month D, YYYY) and the exported file carries full ISO dates. On credit card statements Chase prints purchases without a sign; the converted file writes purchases as negative amounts and payments as positive, and the rows are checked against the statement's own balance.
Chase statement CSV export: format and columns
Only have the PDF? Convert it above — same columns, no manual retyping.
Chase Checking and savings statement columns
| # | Statement column | What it contains | In the exported CSV |
|---|---|---|---|
| 01 | Date | Transaction date printed as MM/DD with the year left off the row — the parser recovers the year from the "January 1, 2026 through January 31, 2026" period header. | Date |
| 02 | Description | Uppercase merchant line carrying a Chase transaction tag such as RECURRING CARD PURCHASE, ONLINE TRANSFER FROM, ZELLE PAYMENT TO or ATM WITHDRAWAL. | Description |
| 03 | Amount | Signed dollar figure: Chase prints debits negative (-$45.99) and credits positive ($3,200.00) on deposit accounts, so the printed sign is authoritative. | Amount |
| 04 | Balance | Running balance after the transaction, e.g. $4,954.01. | Balance |
To convert a JPMorgan Chase statement, upload the PDF above: ConvertStatement's dedicated Chase parser reads its MM/DD (year omitted in transaction rows; pulled from statement period header) dates and USD amounts, extracts every transaction, checks it against the statement's balances (with an automatic AI re-check if they don't add up), and exports to CSV, Excel, OFX, or QBO — no manual cleanup.
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.
How ConvertStatement compares
Side-by-side comparisons with other statement converters — parsing approach, formats, pricing, and what happens to your data.
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.
Can I download Chase statements in Excel?
Chase's monthly statements are PDFs. For transactions, the account activity download on chase.com may offer a CSV (which opens in Excel) for a limited date range, depending on your account. For a full statement, convert the PDF on this page and choose Excel to get an .xlsx workbook.
How do I download a Chase credit card statement as CSV?
Either use the transaction download on your card account page, where Chase offers it, or download the statement PDF and convert it here. The converted CSV carries the transaction date, description and a signed amount, with purchases negative and payments positive.
Why do Chase dates have no year, and what does the CSV show?
Chase prints MM/DD on each transaction row. ConvertStatement takes the year from the statement period header and writes complete YYYY-MM-DD dates.
Is my Chase statement data safe?
Yes. ConvertStatement processes files entirely in memory. No bank data is stored, logged, or shared by default. All transfers use HTTPS encryption, and your data is deleted from memory as soon as processing completes.
How much does it cost to convert a Chase statement?
You can convert 10 pages a day free without an account, or create a free account for 50 pages per month — all four formats (CSV, Excel, OFX, QBO) included. Paid plans start at $9/month for 300 pages.
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