Chase · National Bank

Convert Chase Statement to Excel

Upload your Chase PDF and get a clean, editable spreadsheet instantly. Works with all Chase account types — checking, savings, business, and credit card.

Free previewStarts at $1QuickBooks readyCSV & Excel
Upload Chase PDF

Customers

80 million+

Founded

1799

HQ

New York, NY

From

$1

statementtoexcel.com/app
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B
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HDFC Bank detected
47 transactions
ABCDEF
#DateDescriptionDebitCreditBalance
1101/06/2026UPI-HDFC-John Doe-HDFC0012,500.0047,500.00
2202/06/2026NEFT-SALARY-ACME Corp65,000.001,12,500.00
3303/06/2026ATM-CASH WITHDRAWAL10,000.001,02,500.00
4405/06/2026POS-AMAZON PURCHASE3,299.0099,201.00
5507/06/2026UPI-SWIGGY-FOOD ORDER450.0098,751.00
6610/06/2026IMPS-RENT PAYMENT15,000.0083,751.00
Sheet1
47 rows

Live editable preview — like Google Sheets, inside your browser

How to Download Your Chase Statement PDF

Step-by-step for every method

Chase Online Banking

  1. 1Log in at chase.com
  2. 2Go to Accounts → select account
  3. 3Click Statements & Documents
  4. 4Choose date range and Download PDF

Chase Mobile App

  1. 1Open Chase Mobile app
  2. 2Tap the account
  3. 3Select Statements
  4. 4Tap the statement to download PDF

3 Steps to Convert

No signup needed for the free preview

1

Upload PDF

Drop your Chase statement PDF — any account type, any date range

2

Review Transactions

Our AI extracts every row into a live editable spreadsheet. Fix anything before downloading.

3

Export from $1

Download as Excel (.xlsx), CSV for QuickBooks, or JSON for developers.

Supported Chase Statement Formats

All account types and delivery methods covered

Chase Online PDF
Chase Mobile App PDF
Paper Statement PDF
Business Account Statement
Popular for: Chase Total Checking statements · Chase Sapphire credit card PDF · Business banking exports for QuickBooks

Common US Use Cases for Chase Exports

QuickBooks & Xero Integration

Export your Chase CSV, then import into QuickBooks Online via Banking → Upload File. The Date, Description, Debit, Credit columns are pre-mapped.

CPA & Tax Filing

CPAs and accountants request Excel statements for Schedule C, 1099, and self-employment tax prep. Convert your Chase PDF in minutes instead of manual entry.

Mortgage & SBA Loan Applications

Lenders require 2–3 months of bank statements. Chase Excel exports look professional and make it easy to highlight income transactions.

Business Expense Tracking

Business owners use Chase Excel exports to categorize monthly expenses, track cash flow, and prepare for quarterly reviews.

Pricing starts at $1

First conversion free. Pay only per document — no subscription. Short Chase statements start at $1.

Try Free Now

Frequently Asked Questions

How do I convert my Chase statement to Excel?

Download your Chase PDF statement from online banking or the mobile app. Upload it here — our AI reads the Chase format automatically and produces a clean Excel spreadsheet in seconds.

Can I import Chase statements into QuickBooks?

Yes. Export as CSV from our tool, then use QuickBooks Online's bank transactions import feature. The columns (Date, Description, Debit, Credit, Balance) map directly.

Does it work with Chase business account statements?

Absolutely. Chase business checking and savings statements use the same PDF format — our tool handles them correctly, including multi-page statements.

How much does it cost to convert a Chase statement?

The first conversion is always free with a preview. After that, pricing starts at $1 for short statements and scales by page count — no subscription needed.

Is my Chase statement data secure?

Your PDF is processed server-side and deleted immediately after conversion. We never store your financial data or share it with third parties.