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Chase statement PDF → Excel or CSV
Chase lets you download statements as PDF, but transaction history exports from the website only go back so far. When you need older months, or you were sent the PDF by someone else, CleanStatement reads the PDF itself and gives you a spreadsheet with one row per transaction.
- Runs in your browser: the statement is never uploaded
- Running-balance check flags any row that doesn't add up
- Free for 3 statements a day, no sign-up
Your PDF is converted in this browser tab and never uploaded.
What a Chase statement looks like
Chase (JPMorgan Chase) statements usually have these columns. The converter maps them to Date, Description, Money out, Money in, Amount and Balance.
- DATE (MM/DD, the year comes from the statement period)
- DESCRIPTION (often wraps onto a second line, e.g. "Card Purchase With Pin 09/02 Costco Whse #0012…")
- AMOUNT (signed: purchases are negative)
- BALANCE (running balance after each row)
What CleanStatement handles for you
- Long card-purchase descriptions that wrap over two lines are joined back into one cell, including when the wrap falls right before the inner transaction date.
- The "Beginning Balance" and "Ending Balance" lines are used for the balance check but are not exported as transactions.
- Transaction tables that continue across several pages, with the "Page X of Y" header repeated, are merged into one sheet.
- Every row is checked against the running balance, so a misread amount shows up highlighted before you download.
Every release is tested against a synthetic Chase-style statement that copies this layout with made-up data. Real statements vary by account type and year. If yours doesn't convert cleanly, Pro users get priority fixes for their layout.
How to download your Chase statement as a PDF
- Sign in at chase.com (desktop is easiest).
- Open the account, then find Statements & documents (in the account menu or under "More").
- Pick the month and download the statement as a PDF.
- Drop the PDF into the converter above and download Excel or CSV.
Menu names change from time to time. If you can't find the option, search for "statements" in your bank's app or website.
Download a synthetic Chase-style sample PDF (made-up data) to see the converter work before you use a real statement.
Chase statement conversion FAQ
Does it work with Chase credit card statements too?
Yes. Card statements list purchases and payments without a running balance; purchases come out as money out and payments or refunds as money in. Because there is no balance to check against, give the totals a quick look against the statement summary.
Chase already offers a CSV download. Why use this?
The activity download on the website covers recent transactions only and its format differs from the statement. If you need the statement itself, older months, or a file someone emailed you, converting the PDF is the reliable route.
Is my statement uploaded anywhere?
No. The PDF is opened and converted inside your browser. Only the converter code (and, for scanned pages, the OCR engine) is downloaded to your device. Your document is never sent to us.
What does the free plan include?
3 statements per day, up to 5 pages each, with Excel and CSV export and the balance check. Pro ($9/month or $59/year) removes the limits, adds batch conversion into one merged sheet and Chinese OCR.
Converting statements every month?
Pro is $9/month or $59/year: unlimited statements and pages, batch conversion into one merged sheet, and Chinese OCR for scanned statements.
Other supported statement formats
Bank of America statement to Excel · Wells Fargo statement to Excel · American Express statement to Excel · Capital One statement to Excel · HSBC UK statement to Excel · Barclays statement to Excel · Revolut statement to Excel · Wise statement to Excel · ICBC statement to Excel · China Merchants Bank statement to Excel · Bank of China statement to Excel · Alipay statement to Excel · WeChat Pay statement to Excel · UK building society statement to Excel
The converter reads the table layout rather than a fixed list of banks, so many other banks work too. Try any statement on the home page.