United States · USD

Convert Chase Bank Statements to Excel

Chase personal and business checking statements follow a multi-section layout that separates deposits, ATM and debit card withdrawals, and electronic withdrawals into distinct tables. Converting them to Excel by hand means re-joining those sections and recomputing a single running balance — exactly the work our extraction pipeline automates.

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Works with statements from 1,000+ banks

How Chase statements are structured

  • Transactions grouped into separate sections (deposits, checks, card purchases, electronic withdrawals)
  • Dates shown as MM/DD without the year inside sections
  • Daily ending balance table printed separately from the transaction list
  • Business accounts can span 10+ pages per month

Fields extracted

  • Transaction date (year inferred from the statement period)
  • Merchant / payee description
  • Debit and credit amounts, split into separate columns
  • Reconstructed running balance

How to download a Chase statement

  1. 1Sign in at chase.com and open the account you need.
  2. 2Choose “Statements & documents” from the account menu.
  3. 3Select the statement month and click the PDF download icon.
  4. 4Upload the downloaded PDF here — no printing or scanning needed.

Common Chase conversion problems

Sections list withdrawals and deposits separately, so a simple copy-paste scrambles the order.

We merge every section into a single date-ordered ledger and rebuild the running balance.

Section dates omit the year, which breaks statements spanning a year boundary.

The parser infers the correct year for each row from the statement period on page one.

Example output

A converted Chase statement lands in these columns:

DateDescriptionDebitCreditBalance
02 Jan 2026AMAZON MKTPL*RT4Y2$42.19—$4,821.43
03 Jan 2026ZELLE PAYMENT FROM CLIENT—$2,500.00$7,321.43
04 Jan 2026UBER *TRIP$18.70—$7,302.73

Chase conversion FAQ

Can I convert Chase business statements as well as personal ones?
Yes. Business Complete Banking statements use the same sectioned layout with more transaction volume; both convert the same way.
Does the converter handle Chase credit card statements?
Card statements use a different layout than checking statements, but the extraction pipeline detects the layout per document, so card PDFs convert too.
Chase only shows 7 years of statements. Can I convert older scanned copies?
Yes — scanned or photographed statements fall back to OCR extraction automatically.

Related

StatementConvert is an independent service and is not affiliated with, endorsed by, or sponsored by JPMorgan Chase Bank, N.A.. Chase trademarks belong to their respective owners.