UK
Upload a Chase UK statement PDF and every transaction comes back as clean rows — date, description, money out, money in and the running balance — checked so the closing figure ties out. Export to Excel, CSV, or an import file for Xero, QuickBooks or Zoho.
Chase UK is JPMorgan's British bank — app-only, launched in 2021, and a completely separate thing from Chase in the United States, despite the shared name. Everything runs through the app, so the statement is a clean digital PDF. It still can't be sorted or summed as a document, which is where the conversion comes in.
What's on a Chase UK statement
A Chase UK statement lists each transaction with a date, the merchant or payee, the amount and a running balance in sterling. A few Chase UK features shape it:
- Round-ups. Chase UK can round up card purchases and move the spare change to a round-up account, so you'll see small transfers next to the purchases that triggered them — kept on their own rows so they don't distort your spending total.
- Cashback and interest. Chase UK has offered cashback on debit-card spending and interest on the balance; those land as their own lines rather than being mixed into your transactions.
- Clean merchant names. Like other app banks, Chase UK shows a tidy merchant name, so descriptions are legible from the start.
A longer description can still wrap onto a second line, and a plain PDF export reads that overflow as its own row. The converter joins it back so each payment is one clean transaction.
Where to find your Chase UK statement
- Open the Chase app, tap the account, and go to the statements or documents section.
- Choose the month and export the PDF.
- Save the file, then upload it here.
Because the statement is generated by the app, the text is clean and the conversion is exact. If you've only been sent a scan or a screenshot, the converter reads it with OCR.
Getting the numbers where you need them
- Excel or Google Sheets — one row per transaction with real numbers, ready to total and filter.
- Xero or QuickBooks — an import-ready file so the lines land as bank entries to reconcile.
- Tally, Zoho and others — the same clean data in each one's format.
Every figure is reconciled before download: opening balance, plus money in, minus money out, has to equal the closing balance. With round-ups and cashback moving small amounts around, that check confirms none of them were misread as spending.
Common snags with Chase UK statements
- Round-ups read as spending. The small transfer to the round-up account stays separate from the purchase that triggered it.
- Cashback and interest lines. These stay on their own rows rather than being merged into a nearby payment.
- Not the same as US Chase. Chase UK is a separate bank; this handles the UK app statement, in sterling.
Frequently asked questions
Can I convert a Chase UK statement to Excel for free?keyboard_arrow_down
Yes. Upload the PDF and get a clean Excel or CSV back free to start, with the balance checked so it reconciles.
Is Chase UK the same as Chase in the US?keyboard_arrow_down
No. Chase UK is JPMorgan's separate, app-only British bank, launched in 2021 and running in sterling. This page is for the UK statement; the US Chase statement is a different document.
Where do I get my Chase UK statement?keyboard_arrow_down
In the Chase app: open the account, go to statements, pick the month and export the PDF. Because Chase UK is app-based, that PDF is already clean and converts without a scan.
Do round-ups show up correctly?keyboard_arrow_down
Yes. A round-up appears as a small transfer next to the purchase that triggered it, and the converter keeps it on its own row so your spending total stays accurate.
