Convert Chase Statement to OFX
Upload your JPMorgan Chase PDF statement and get a clean OFX file in seconds. Our dedicated parser extracts transactions from Chase statements with high accuracy. No signup required.
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PDF, up to 50 pages
Why convert to OFX?
Direct import into Quicken without manual mapping or configuration
Recognized by most personal finance and budgeting applications
Preserves transaction categorization hints for automatic matching
Industry standard format backed by major financial institutions
Supports account identification for multi-account reconciliation
About Chase statements
OFX (Open Financial Exchange) is an XML-based format designed specifically for exchanging financial data between institutions and personal finance software. Originally developed by Microsoft, Intuit, and CheckFree, OFX is the standard import format for Quicken, Mint, and many other financial management applications. 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 OFX
- Account currency
- USD
- Statement sections read
- Account Summary, Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals, Checks Paid
- Typical description prefixes
- RECURRING CARD PURCHASE, CARD PURCHASE, ONLINE TRANSFER FROM, ONLINE TRANSFER TO
The account currency, USD, is written into the OFX CURDEF tag. Because the account is in USD the file header declares USASCII / 1252, the legacy encoding US accounting software expects. The OFX <NAME> field is cut to 32 characters. The longest Chase description prefix ("RECURRING CARD PURCHASE") takes 23 of them, leaving 9 for the merchant or counterparty.
Chase statement details the parser handles
- 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
How to convert your Chase statement to OFX
- 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 OFX file
Click the OFX download button to get your converted file. Import it into Quicken, Mint, or your financial software or share it with your accountant.
Frequently asked questions about Chase to OFX 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 OFX?
The OFX file contains structured transaction records with date, description, amount, and transaction type in XML format. Financial software reads this automatically and matches transactions to your accounts. No manual column mapping is required.
Can I convert Chase credit card statements to OFX?
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 OFX conversion?
Yes. Your Chase PDF is processed in memory and discarded after the OFX file is built; it is never stored, logged or shared.
How much does it cost to convert a Chase statement to OFX?
Free for up to 10 pages a day with no signup. Paid plans start at $9/month for 300 pages and include OFX like every other format.
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