Convert Chase Statement to Excel
Upload your JPMorgan Chase PDF statement and get a clean Excel file in seconds. Our dedicated parser extracts transactions from Chase statements with high accuracy. No signup required.
Drop your bank statement here
PDF, up to 50 pages
Why convert to Excel?
Pre-formatted columns with proper date and currency formatting
Ready for pivot tables, charts, and conditional formatting in Excel
Preserves data types so numbers, dates, and text are correctly recognized
Compatible with Microsoft 365, Google Sheets, and Apple Numbers
Professional appearance for sharing with clients or auditors
About Chase statements
Excel (XLSX) is Microsoft's spreadsheet format with support for multiple sheets, cell formatting, formulas, and charts. Unlike CSV, Excel files preserve column widths, number formats, and data types, making them ready for professional reporting and analysis without additional setup. Chase PDF statements use a consistent table layout with Date, Description, Amount, and Balance columns. Checking and savings statements are organized chronologically, while credit card statements group transactions by billing cycle with separate sections for payments and purchases.
How Chase statements map to Excel
- Printed column layout
- Checking: MM/DD | Description | Amount | Balance. Credit card: Transaction Date | Post Date | Description | Amount.
- Printed number format
- 1,234.56
- Account currency
- USD
Chase prints dates as MM/DD (year omitted in transaction rows; pulled from statement period header) and amounts as 1,234.56. In the Excel file the Date column holds real date cells shown as yyyy-mm-dd, and Amount is a number cell rather than text, so 1,234.56-style separators never need to be fixed by hand before you sum or filter.
Chase statement details the parser handles
- 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
How to convert your Chase statement to Excel
- 01
Download your statement from Chase
Log in to chase.com, click on your account, then navigate to 'Statements & Documents' in the left sidebar. Select the statement period you need and click the download icon to save the PDF.
- 02
Upload the PDF above
Drag and drop the PDF into the upload area on this page, or click to browse. The parser detects Chase automatically.
- 03
Preview your transactions
Review the extracted transactions in the preview table. Verify dates, descriptions, and amounts are correct before downloading.
- 04
Download your Excel file
Click the Excel download button to get your converted file. Import it into Microsoft Excel, Google Sheets, or Numbers or share it with your accountant.
Frequently asked questions about Chase to Excel conversion
How do I download my Chase statement as a PDF?
Log in to chase.com, click on your account, then navigate to 'Statements & Documents' in the left sidebar. Select the statement period you need and click the download icon to save the PDF.
What data is extracted from Chase statements into Excel?
The Excel file includes formatted columns for Date, Description, Amount, Balance, and Transaction Type. Dates are formatted as proper date values, amounts as currency, and the spreadsheet is ready for immediate use with formulas, sorting, and filtering.
Can I convert Chase credit card statements to Excel?
Yes. ConvertStatement supports both Chase checking account statements and Chase credit card statements, including Sapphire, Freedom, and Ink business cards. The parser detects the statement type automatically and extracts all transactions.
Is my Chase statement data safe during Excel conversion?
Yes. Your Chase PDF is processed in memory and discarded after the Excel file is built; it is never stored, logged or shared.
How much does it cost to convert a Chase statement to Excel?
Free for up to 10 pages a day with no signup. Paid plans start at $9/month for 300 pages and include Excel like every other format.
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