Chase bank statement to Excel
Drop a JPMorgan Chase Bank PDF below and get a spreadsheet with the columns split the way the statement prints them. The file stays in your browser.
Drop your Chase PDF statement here
or click to choose a file · nothing is uploaded
Import straight into accounting software
A CSV leaves you at the door of QuickBooks or Quicken; these formats walk in, with each transaction carrying an id so a re-import can't duplicate it. The plain .ofx is the same file without the Intuit tag, for GnuCash, Moneydance and anything else that reads a bank feed.
QuickBooks (.qbo)Quicken (.qfx)Plain .ofxWhat a Chase statement looks like
| Columns | Date · Description · Amount · Balance |
|---|---|
| Amounts | one amount column carries both, with money out negative |
| Date format | MM/DD |
Chase prints deposits and withdrawals in a single Amount column, with withdrawals negative. Its statements group transactions under section headings such as deposits and additions, and those headings sit on their own line, so they become a row with only a description, which the converter folds into the transaction above unless it opens a section.
How Chase writes its transaction lines
Chase writes ACH lines in the raw NACHA format, so a single payroll deposit reads as ORIG CO NAME followed by ORIG ID, DESC DATE and an entry description, all on one line. Card purchases are shorter: merchant, then city and state. That difference in length is why a Chase statement has both the longest and the shortest descriptions of any bank here, and why fixed-width column guessing fails on it.
What to check afterwards
Chase repeats a summary table on the first page (beginning balance, deposits, withdrawals, ending balance) before the transaction list starts. Those summary rows carry amounts but are not transactions, so after converting, check that your first data row is the earliest transaction and not a summary line.
How the conversion works, why scans are refused, and how to confirm for yourself that nothing is uploaded: read the details.
Where to download your Chase statement PDF
Sign in at chase.com, open the account, and use the Statements tab. Chase keeps roughly seven years of statement PDFs there, one file per cycle, named with the account's last four digits and the closing date.
Got several cycles to combine? Merge the converted files into one sheet, then check for duplicate rows where the cycles overlap.
Chase statement questions
Can I download Chase transactions as CSV without converting a PDF?
Yes, for recent activity. Chase's Download account activity option exports CSV, QFX and OFX, but only for a limited recent window and with its own column set, not the statement's. Older cycles exist only as statement PDFs, which is what this page is for.
Why does my converted Chase file have rows with a description and no amount?
Those are the section headings Chase prints on their own line, such as deposits and additions. They carry no figure because they are structure, not transactions. Delete them, or filter the amount column for blanks before you total anything.