Convert a Chase bank statement to Excel & CSV
Convert Chase checking and credit card PDF statements to Excel or CSV. Everything runs in your browser with pdf.js, so your Chase statement is never uploaded to a server. Free for up to 5 statements a day, no signup, no watermark.
Open the converterWhat a Chase statement looks like
Chase statements list transactions in a Date, Description, Amount and Balance layout, with deposits and withdrawals in a single amount column. Business and personal Chase statements share the same basic structure.
The layout matters because ConvertFin reads the selectable text inside your PDF and rebuilds each transaction as a spreadsheet row. Wherever Chase places the dates, descriptions, amounts and any running balance, the converter maps them into a small set of clean columns you can sort, filter and total.
Columns you get in the export
Every Chase statement is exported to the same tidy structure, in both Excel and CSV:
| Column | What it holds |
|---|---|
| Date | The transaction date from your Chase statement |
| Description | The merchant or payee text, kept on a single row |
| Amount | The debit or credit as a single signed value |
| Balance | The running balance where Chase prints one, left blank for card statements that carry no balance |
You get the same columns whether you convert the bank statement to Excel or convert it to CSV, so the file is ready to open in Excel, Google Sheets, or import straight into accounting tools.
Tip. Chase credit card statements group purchases by category near the end. Convert the full PDF, then filter the description column in your spreadsheet to separate categories.
How to convert your Chase statement
- Open the converter and drop in your Chase PDF. The file is read locally in your browser, nothing is sent anywhere.
- ConvertFin reads the text layer with pdf.js and structures every row into Date, Description, Amount and Balance on your device.
- Preview the table, then download it as Excel (.xlsx) or CSV. Nothing is stored after you close the tab.
Prefer the full walk-through? Read how to convert a bank statement to Excel.
Is it safe to convert a Chase statement online?
With ConvertFin there is no online step for your data. Your Chase statement is processed entirely in your browser, so the PDF is never sent to a server, never stored, and never seen by us. That is the whole point of the client-side design: a bank statement carries your account number and full transaction history, so the safest converter is one that never receives the file in the first place. There is more detail on the security page.
Runs in your browser with pdf.js, nothing is uploaded or stored, no signup, and clean Date / Description / Amount / Balance columns out to Excel and CSV.
Chase conversion FAQ
Do I need to upload my Chase statement anywhere?
No. The conversion runs locally in your browser with pdf.js, so your Chase PDF never leaves your device and is not stored on any server.
What formats can I export a Chase statement to?
Both Excel (.xlsx) and CSV. The columns — Date, Description, Amount and Balance — are identical in either format, so you can open the file in Excel or Google Sheets or import it into your accounting software.
Is there anything specific to watch for with a Chase statement?
Chase credit card statements group purchases by category near the end. Convert the full PDF, then filter the description column in your spreadsheet to separate categories.
Does it work with a scanned Chase statement?
Only if the PDF has selectable text. Scanned or photographed image-only statements have no text layer to read, so those are not supported. Download the original PDF from Chase online banking instead of scanning a paper copy.
