How to Convert a Chase Bank Statement PDF to CSV

Chase lets you download statements as PDFs, but not as CSV or Excel files. If you need to import transactions into QuickBooks, Xero, Wave, or even a spreadsheet for reconciliation, you need a way to extract the data from the PDF.

Manually retyping transactions is slow and error-prone. Copy-pasting from a PDF scrambles the formatting. A dedicated converter extracts every date, description, and amount correctly — saving hours of work.

Log in to chase.com and navigate to your account. Click "Statements & Documents" in the left sidebar. Select the statement period you need and click the download icon. The file downloads as a PDF.

Chase provides statements for checking accounts, savings accounts, and credit cards. ConvertStatement supports all three types.

Go to convertstatement.com and drag your Chase PDF into the upload zone. No signup is required — you get 10 free pages to try. The parser automatically detects that it's a Chase statement and extracts all transactions.

You'll see a preview table showing every transaction: date, description, amount, and running balance. Review it to confirm everything looks correct.

Click the CSV button to download. The file is ready to open in Excel, Google Sheets, or import into accounting software. Columns include Date, Description, Amount, Balance, and Transaction Type.

Need a different format? ConvertStatement also exports to Excel (XLSX), OFX, and QBO for direct QuickBooks import.

Chase checking statements list transactions chronologically with a running balance. Credit card statements group transactions by category and include a separate payments section.

ConvertStatement handles both formats. The parser detects whether your PDF is a checking or credit card statement and applies the correct extraction logic. No configuration needed — just upload and download.

Does it work with Chase business accounts? Yes. Business checking and business credit card statements follow the same format and are fully supported.

What about password-protected PDFs? Remove the password before uploading. Chase statements downloaded directly from chase.com are typically not password-protected.

Is my data safe? ConvertStatement processes everything in memory. Your PDF is never stored on our servers. The file is parsed, results are returned, and everything is deleted from memory immediately.