Chase credit card statement to Excel
Drop a Chase card statement and get a spreadsheet with the columns split the way the statement prints them. The file stays in your browser.
Drop your Chase 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 of Transaction · Merchant Name or Transaction Description · $ Amount |
|---|---|
| Dates | One per transaction |
| Sections | Payments and Other Credits · Purchase · Fees Charged · Interest Charged |
Chase card statements group everything under section headings, and each heading sits alone on its line with no amount. Those headings are structure, not transactions. A converter that keeps them as rows leaves you with four blank-amount lines scattered through the file.
How Chase writes its transaction lines
Chase card statements group transactions under four headings, and each heading sits alone on its line with no amount beside it. Keeping them as rows leaves four blank-amount lines scattered through your file, which is exactly the kind of thing that quietly breaks a sum.
What to check afterwards
Payments and credits are printed with a minus sign inside the same amount column as purchases. If you sum that column expecting a spend total, the payments cancel out part of it. Filter to the Purchase section before totalling.
Where to download your Chase statement PDF
The card account at chase.com, under Statements. Chase card statements are separate documents from checking statements even on the same login, so make sure you are in the card account before downloading.
Several cycles to combine? Merge the converted files, then check for duplicates where they overlap. Moving the result into accounting software: the QuickBooks route.
Chase statement questions
Why does my spend total look too low?
Payments and credits are printed in the same amount column as purchases, with a minus sign. Summing the column cancels part of your spend out. Filter to the Purchase section before totalling.
Can I get Chase card activity as CSV directly?
For recent activity, yes, through Download account activity. For a closed cycle, or anything past that window, the statement PDF is the only source.
Card statements carry no running balance, so the arithmetic check that verifies a bank statement cannot run here. Why that matters. On scans and how nothing is uploaded: read the details.