US
Upload a Chase statement PDF and every transaction comes back as clean rows — date, description, amount and a running balance — pulled out of Chase's sectioned layout and checked so the totals reconcile. You can export to Excel, CSV, or a QBO/OFX file for QuickBooks.
The thing that makes a Chase statement awkward isn't the numbers. It's how they're arranged.
Chase doesn't use one running list
Most banks print one long table with a balance after every line. Chase doesn't. It breaks the month into labelled sections, and a plain copy-paste flattens all of them into one jumble where you can no longer tell a deposit from a withdrawal.
On a Chase checking statement you'll usually see these blocks:
Section | What's in it |
|---|---|
Deposits and Additions | Money in — payroll, transfers, refunds |
ATM & Debit Card Withdrawals | Card spending and cash withdrawals |
Electronic Withdrawals | ACH payments, online bill pay, Zelle |
Checks Paid | Cheques that cleared, by cheque number |
Fees | Monthly service fees and any charges |
Each block has its own Date / Description / Amount columns, and a separate Daily Ending Balance table sits at the bottom rather than a balance beside every row. The converter reads each section, tags every line with whether it was money in or out, and rebuilds a single clean statement with the balance carried through — so the categories survive instead of collapsing.
Where to download your Chase statement
- Online: sign in at chase.com, open the account, and go to Statements & documents. Pick a month and download the PDF (Chase keeps roughly seven years).
- App: tap the account, then Statements, choose the month and save the PDF.
Downloaded this way it's a digital PDF, so the text is sharp and the conversion is exact. A scanned or photographed statement works too — the converter uses OCR — it just takes a little longer.
Getting it into a spreadsheet or QuickBooks
- Excel or Google Sheets — one tidy row per transaction, real numbers you can total and filter.
- QuickBooks — a QBO or OFX file that imports as bank-feed transactions to match and categorise.
- Xero, Zoho and others — the same clean data in whatever format each expects.
Every figure is reconciled first: the section totals and the daily ending balances have to agree. On a Chase statement, where money-in and money-out live in different blocks, that check is what stops a withdrawal being read as a deposit.
Common snags with Chase statements
- Sections read as one list. The single biggest issue — the converter keeps Deposits, Withdrawals and Checks apart so a payment isn't misread as income.
- No per-row balance. Chase only shows a daily ending balance, so the converter reconstructs the running balance line by line.
- Cheque numbers. In Checks Paid, the cheque number is kept with its amount rather than merged into the next row.
- Business vs personal. Chase Business Complete Banking statements use the same sectioned format, so the same conversion applies.
Frequently asked questions
Can I convert a Chase 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 section totals and daily balances checked so nothing is misclassified.
Why do my Chase transactions come out jumbled in other converters?keyboard_arrow_down
Because Chase splits the month into sections (Deposits, Electronic Withdrawals, Checks Paid) instead of one list. Tools that read the PDF top to bottom lose the labels. This one keeps each section tagged as money in or out.
Can I import a Chase statement into QuickBooks?keyboard_arrow_down
Yes. Export to QBO or OFX and import it as a bank feed. If a specific QBO import is rejected by QuickBooks, OFX is the reliable fallback and comes from the same converter.
Does it read scanned Chase statements?keyboard_arrow_down
Yes, with OCR. A PDF downloaded straight from chase.com will always be cleaner and faster than a scan or photo.
