Chase Statement to Excel Converter
Turn a Chase PDF statement into a clean Excel, CSV, QuickBooks (.qbo) or OFX file — with every row checked against the running balance. Free, no signup, and unlike every other PDF converter, nothing is uploaded: it's read by your browser's own PDF engine, on your machine.
.pdf only — text-based statements, not scans
Where to get your Chase statement
Chase statements are downloaded from chase.com, under Statements & documents inside Chase Online or the Chase Mobile app — sign in, open the account, and choose a statement period to get the monthly PDF. Chase is the largest bank in the United States by assets, and its personal checking and savings accounts also support exporting a chosen date range of account activity directly as CSV, QFX or QBO from the same activity screen, separate from the archived monthly PDF. Chase business and commercial banking customers using treasury services can typically receive BAI2 files for automated cash-position reporting instead of a PDF.
Prefer Chase's own export when you can get one
If your Chase account offers that direct CSV, QFX or QBO export, use it instead of a PDF — it's an exact machine-readable record straight from Chase's own system, with no risk of a misread row, and you can turn the CSV into a QuickBooks or Excel file on our CSV → QBO page. Business customers receiving BAI2 files from Chase treasury services should use BAI2 → Excel directly rather than converting a PDF summary. This page exists for the case where only the PDF statement is available — an older archived statement, or a personal account without an activity-export option — and reads it entirely in your browser.
Chase and JPMorgan Chase are trademarks of JPMorgan Chase & Co. This tool is independent and not affiliated with, endorsed by, or sponsored by Chase.
Nothing about your Chase statement is uploaded
This page reads your Chase PDF with the browser's own PDF engine — nothing is uploaded. There is no server component and no upload endpoint here; open your browser's network tab while converting and you'll see no request carrying the file. It also keeps working with no internet connection once loaded. Full policy: privacy page.
How this tool reads a Chase PDF statement
A statement PDF has no real table inside it, just positioned text, so this tool groups fragments on the same line left to right, rejoins wrapped descriptions, filters out repeated headers and footers, and normalizes every negative-sign convention — parentheses, a leading or trailing minus — into one signed Amount column. The last number on a line is treated as the running balance and checked against each transaction, not summed into your totals.
Frequently asked questions
Does Chase offer a CSV file instead of PDF?
For many personal accounts, yes — Chase lets you export a chosen date range of account activity as CSV, QFX or QBO from the same screen as your statements, in addition to the archived monthly PDF. If that export is available for your account, use it instead of this converter; it comes directly from Chase with no extraction step. This page is for the PDF statements Chase always provides, including older ones outside the activity-export window.
Is my Chase statement really not uploaded anywhere?
Really — the PDF engine runs inside your browser tab, and there's no server component or upload endpoint anywhere on this page. Open your browser's network tab while converting your Chase statement and you'll see no request carrying the file.
Why might some Chase transaction rows be missing or wrong?
This tool reads the position of text on the page rather than a template built for Chase specifically, which works for most statement layouts but not every one. Always check the preview table and the balance-check panel before relying on the result, and re-download a text-based PDF, not a scan, if rows look off.