How do I convert a bank statement PDF to CSV?

Upload your bank statement PDF to ConvertStatement.com. The tool automatically extracts transactions and lets you download a clean CSV file. It works with statements from 15 US and European banks including Chase, Bank of America, Wells Fargo, Barclays, HSBC, Revolut, and more. Try 10 pages free without signing up, or create a free account for 50 pages per month.

What banks does ConvertStatement support?

ConvertStatement has dedicated rule-based parsers for 15 banks: Chase, Bank of America, Wells Fargo, Capital One, Citibank, U.S. Bank, PNC, TD Bank (US), and Barclays, HSBC, Santander, Revolut, N26, Deutsche Bank, ING (Europe). You can request support for your bank if it's not yet listed.

What output formats are available?

ConvertStatement exports to four formats: CSV (universal spreadsheet format), Excel XLSX (native Microsoft Excel), OFX (Open Financial Exchange for financial software), and QBO (direct import for QuickBooks). All four formats are available on every plan, including the free tier.

Is my bank data safe when using ConvertStatement?

Yes. ConvertStatement processes files entirely in memory. No bank data is stored, logged, or shared. All transfers use HTTPS encryption. Your bank statement data is deleted from memory as soon as processing completes and the result is returned to you.

How much does ConvertStatement cost?

ConvertStatement offers a free tier with 50 pages per month (all formats, requires free account). You can also try 10 pages without signing up. Paid plans start at $9/month for 300 pages, $29/month for 1,500 pages with batch processing, and $59/month for 5,000 pages with API access. All formats included on every plan.

Can I convert multiple bank statements at once?

Yes. The Pro plan ($29/month) and Business plan ($59/month) include batch processing, allowing you to upload and convert multiple bank statement PDFs simultaneously.

How do I import a bank statement into QuickBooks?

Upload your bank statement PDF to ConvertStatement, then download it in QBO format. In QuickBooks, go to Banking > Upload Transactions and select the QBO file. QuickBooks will import all transactions automatically. ConvertStatement's QBO export is formatted specifically for QuickBooks compatibility.

ConvertStatement

Fully supported

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.

Drop your bank statement here

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 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. ConvertStatement processes your Chase PDF entirely in memory on our secure server. Your statement is never stored on disk, never logged, and never shared with third parties. The file is processed, converted to OFX, and the original is immediately discarded.

How much does it cost to convert a Chase statement to OFX?

You can try ConvertStatement for free with up to 10 pages. No signup is required. For larger statements or frequent use, our plans start at $9/month with 300 pages included. All plans support every export format including OFX, with no format restrictions on any tier.

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