StatementCheap

Convert Chase statements to Excel, CSV and QuickBooks

Upload a Chase PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

Drop PDF statements here

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Updated · By the StatementCheap team

How to download your Chase statement as a PDF

On chase.com, open the Main Menu at the top left and choose "Statements & documents", then pick the account and year and click the "Open or Save" icon next to the statement you want. In the Chase Mobile app, tap the Profile & Settings icon at the top right, go to "Statements & documents" in Document manager, then "Statements", and choose the account and year. The statement opens as a PDF you can save.

Can Chase export Excel or CSV directly?

Chase's Spending Planner, which is for Chase checking and credit card customers, has its own download option. Chase says that on a desktop you can download transactions as a spreadsheet (CSV), Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF) or QuickBooks Web Connect (QBO) file covering the last two years. On your phone, the download is a PDF of your transactions for the last calendar year. That window is much shorter than the up to 7 years of statements Chase keeps online, so for older months, or when you need the official opening and closing balances the converter checks against, use the PDF statement.

What a Chase statement looks like

Chase's sample paperless credit card statement opens with an "ACCOUNT SUMMARY" that runs from "Previous Balance" through "Payment, Credits", "Purchases", "Cash Advances", "Balance Transfers", "Fees Charged" and "Interest Charged" to "New Balance". The "Opening/Closing Date" prints as MM/DD/YY - MM/DD/YY, and the first page also carries a "REWARDS SUMMARY". For checking and savings, Chase's deposit account agreement says the statement period may not be a calendar month but is usually 28 to 32 days, with the exact dates printed on the statement. Linked CDs don't get their own statement; their balance appears on the monthly checking statement instead.

Tips for converting Chase statements

Chase keeps up to 7 years of statements online, depending on the account type, which covers most catch-up and tax projects. Checking, savings, Chase credit card and Chase business statements all convert the same way. Download one PDF per month so each statement gets its own balance check.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

Can I download Chase statements older than 7 years?
Chase says that, depending on the account type, you can access up to 7 years of statements on chase.com and in the Chase Mobile app. For anything older, call Chase and ask what it can provide: Chase lists 1-800-935-9935 for personal banking and 1-800-432-3117 for credit cards. Download the years you can still see online first, one PDF per month.
Why does my Chase statement show more than one account?
Chase's deposit account agreement says checking, savings and CD accounts with at least one common owner may be combined on a single statement, with or without your request. If you don't want that, tell Chase and it will separate them, but only for future statements. Each owner of an account on a combined statement can view activity for all its accounts online.
Can I convert Chase statements to Excel?
Yes. Upload the PDF statement from Chase and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Chase credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.