Banks / Chase
Convert a Chase statement to Excel or CSV, without uploading it.
Download the PDF statement from Chase, drop it here, and get every transaction as a spreadsheet, checked against the statement’s own balances. The file never leaves your computer.
Tested on real statements. Converted and reconciled on real Chase statements.
Convert a statement
Private · runs on this deviceNo statement handy? · download the sample PDF · see the Excel it produces
Free: see every row and export the first 15. No account needed.
Nothing is uploaded. Everything happens in this tab.
Never uploaded
The PDF is opened by your browser, on your computer. There is no server for it to go to.
Nothing stored, nothing tracked
No account, no cookies, no analytics. Close the tab and your statement is gone.
Check it yourself
Turn off your Wi-Fi after the page loads and convert a statement. It still works, because nothing is sent.
Review before you export
Your transactions
Every row is shown. Edit any cell, flip a sign, or delete a row. Money out is negative.
| Date | Description | Amount | Balance | Account | Source | Page | Actions |
|---|
.qbo is the QuickBooks Web Connect file (one per account). .ofx opens in Xero, Quicken and most accounting software. The CSV has three columns: Date, Description, Amount.
How to convert a Chase statement
- Download the PDF. Sign in at chase.com, open the account, and choose Statements & documents. Pick the month and download the PDF.
- Drop it on the converter above. Several months at once is fine.
- Check the result. A green “Balances reconcile” badge means the rows add up to the balances printed on the statement.
- Download Excel, CSV, or the three-column file for QuickBooks and Xero.
What a Chase statement looks like
Checking statements print one table: Date, Description, Amount and a running Balance. Withdrawals carry a minus sign. Card statements list payments and credits first, then purchases, each with a transaction date, the merchant, and an amount; payments are printed as negative numbers.
| Accounts covered | checking accounts and credit cards |
|---|---|
| Dates | Month and day only (03/16). The year comes from the statement period at the top. |
| In the export | Date as YYYY-MM-DD, description, signed amount (money out is negative), balance where printed, plus Bank and Account columns |
| Tested | Converted and reconciled on real Chase statements. |
Things to watch for on Chase statements
- Card statements print purchases as positive numbers and payments as negative. The converter flips them so money out is negative everywhere.
- Foreign purchases add an exchange-rate line under the transaction. It is kept out of the amounts.
- A rewards summary near the top prints point totals that look like money. They are ignored.
Questions
Is my Chase statement uploaded?
No. The PDF is read inside your browser on your own computer. After the page has loaded you can switch off your internet connection and it still converts.
Where do I get the Chase statement PDF?
Sign in at chase.com, open the account, and choose Statements & documents. Pick the month and download the PDF. Menu names change from time to time; look for Statements or Documents. Use the PDF, not a screenshot or a photo.
Does it work with every Chase statement?
Converted and reconciled on real Chase statements. Layouts differ between account types and years. If yours comes out wrong, use “Looks wrong? Fix the columns”, or email us.
Can I import the result into QuickBooks or Xero?
Yes. Download the QuickBooks / Xero CSV, which has the three columns their bank import asks for: Date, Description, Amount.
Can I rely on the export for tax or accounting?
It converts the format and checks the totals against the statement. It is not accounting or tax advice, and a matching balance does not prove every row. Look the result over before it goes into the books.
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Statement Unpacker converts file formats and checks totals. It is not financial, accounting, tax or legal advice. Statement Unpacker is not affiliated with Chase.
Pricing
One price. No meter.
Try it on your own statement first: the full preview is free, so you know it reads your bank’s layout before you pay anything.
- Unlimited statements, pages and exports
- Merge statements from different banks and accounts into one sheet, with Bank and Account columns
- CSV, Excel and QuickBooks/Xero-ready CSV
- Your own licence key, good on 2 of your browsers
- 7-day refund if it doesn’t read your statements
$19 one-time
Get unlimited exportsYour licence key arrives on the receipt and by email. Paste it below.