Convert a Chase statement to CSV
Chase checking, savings, and credit-card statements come as multi-page PDFs with a running balance column and posting dates. Copy-pasting them into Excel scrambles the columns — this turns the whole statement into a clean CSV in seconds.
Why Chase statements are annoying to convert by hand
Chase splits deposits and withdrawals into separate columns; the converter normalizes them into a single signed Amount column. You get one tidy ledger instead of fighting merged cells, split columns, and reference codes in a spreadsheet.
- 1. Drop in your Chase statement PDF above.
- 2. Every transaction is extracted, cleaned, and categorized.
- 3. Download a CSV that's ready for Excel, Sheets, or your accounting tool.
Frequently asked questions
- Is my Chase statement uploaded anywhere?
- Your PDF is processed in memory to extract the transactions and is not stored. Nothing is saved after the CSV is generated.
- Does it work with scanned Chase statements?
- Yes. Text-based PDFs and scanned/image PDFs both work — the extractor reads the page visually when there's no selectable text.
- What columns are in the CSV?
- Date, Description, Amount (signed — negative for money out, positive for money in), Category, and Balance when the statement shows one.
- Can I import the CSV into QuickBooks, Xero, or Excel?
- Yes. The CSV is plain and spreadsheet-ready, so it opens in Excel or Google Sheets and maps cleanly into accounting tools.
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Related guides
- How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.
- How to Convert a Scanned Bank Statement to CSV
Scanned or photographed bank statements have no selectable text, so most converters choke on them. Here's how to turn an image-only PDF into a clean CSV.
- How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.
- How to Import Bank Statements into Xero
How to get transactions from a PDF bank statement into Xero using a CSV — the exact column format Xero expects and how to prepare it in seconds.
- How to Categorize Business Expenses for Taxes
A practical guide to categorizing business transactions from your bank statements so tax time is painless — and how to get a pre-categorized CSV to start from.
Not affiliated with Chase. Your statement is processed in memory to extract transactions and is never stored.