US
About Chase statements
Chase is the consumer arm of JPMorgan Chase and the largest retail bank in the US by deposits. The file you want is the official statement PDF from chase.com or the app, under Statements & documents, not a printed mini-statement or a transaction search.
It helps to know how the statement is put together. Chase splits the month into labelled sections — Deposits and Additions, Electronic Withdrawals, Checks Paid — with a daily ending balance instead of a balance on every line. A plain PDF export flattens that structure; the converter keeps each piece in its own column.
Amounts stay in USD (US dollars) and dates keep the MM/DD/YYYY order — no quiet day/month swaps on the way out. A scanned statement is no problem; it's read with OCR into the same layout, with the balance checked either way.
Once it's in Quicken, you reconcile the lines like any other import — the conversion just saves you the typing.
Why people convert Chase to Quicken
If you're rebuilding history in Quicken — an old Chase account, or a period the download skipped — converting the PDF gives you an OFX you can import directly, rather than typing the register out.
It's handy mid-year too, not just at catch-up. A one-off Chase account, a statement the feed skipped, or a closed account you still need on file — convert the PDF and it goes into Quicken like any other import.
Import a Chase statement into Quicken
Quicken reads OFX (preferred) or QIF.
- Convert the PDF above and download OFX (preferred) or QIF.
- In Quicken: File → Import → Web Connect File for OFX, or File → Import → QIF File for QIF.
- Choose the account to import into.
- Review the register and accept the new transactions.
The totals are checked first
Before the OFX file downloads, the running balance is checked end to end. A missing or doubled line is caught at this step, not after it's already in Quicken.
Frequently asked questions
What's the best file for Quicken?expand_more
Yes — download OFX (best) or QIF and import it under File → Import. OFX carries a unique id per line, so re-importing the same file won't create duplicates.
What's on a Chase statement?expand_more
Chase splits the month into labelled sections — Deposits and Additions, Electronic Withdrawals, Checks Paid — with a daily ending balance instead of a balance on every line. The converter reads each of those into its own column, so the OFX file imports into Quicken cleanly.
Where do I download the Chase statement?expand_more
From chase.com or the app, under Statements & documents. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
What if my Chase PDF is just a scan?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
Is it free?expand_more
Converting is free to start. Excel, CSV and JSON download with no login; the Quicken file needs a free sign-in.