Chase statement to Excel
Chase keeps years of statements as PDF in online banking. Download the months you need, drop them on this site, and every transaction comes out as a spreadsheet row with its date, description, category, debit, credit and running balance. The conversion happens in your browser; nothing is uploaded.
Downloading the PDF from Chase
Sign in to chase.com, open the checking or savings account you need, and look for the statements area; Chase labels it along the lines of "Statements & documents". Pick the statement period from the list and download the PDF. Each statement covers one monthly cycle, so twelve months means twelve files; the statement date in the file name helps keep them in order. Chase makes several years of statements available this way, which covers the 24 months a bank-statement lender may ask for. The mobile app has the same statements under the account's documents section, but downloading on a computer is easier when you need a dozen at once.
If you have more than one Chase account, download each account's statements separately. The tool can read them together, and the Statement column in the export tells you which file each row came from, but a lender will want one account's statements as one set.
Why the bank's own PDF, not a printout or a scan
The PDF Chase generates contains the transactions as text. That is what the tool reads: it finds the transaction table on each page, reads the date, description and amount columns, and checks the result against the printed balances. A paper statement you scanned, a photo of the screen, or a PDF you made by printing a web page is a picture of text, and the tool will report that it found no text layer. Scanned statements are not supported yet. Even printing the online activity page to PDF is worse than the statement itself, because the activity page has no opening and closing balance to check against.
What the tool extracts
For each statement: the account and the statement period, the opening and closing balance printed in the summary, and every transaction row with the date, Chase's own description text (card payments, Zelle transfers, direct deposits, checks, fees, with the merchant and reference wording as printed), the amount as a debit or a credit, and the running balance. A category is added from the description. The balances in the summary table are read as the opening and closing figures for the balance check, not as transactions.
The parser works from the layout of the page, the column headings and the positions of the amounts, rather than from a list of known banks. We have checked it against public sample PDFs from banks and against synthetic statements, not against a Chase statement specifically, so the balance check described next is your proof that a given statement came through complete.
Check the reconciliation line
Under the rows table the tool prints how many statements add up. For each file it starts from the printed opening balance, applies every row it found, and compares the result with the printed closing balance. "12 of 12 statements add up" means no row was missed or misread on any of them. If one does not, the line names it. The usual cause is a missing page, so open the PDF and compare the page count with the "page X of Y" on the statement. If the pages are all there and a statement still does not reconcile, the rating buttons under the table let you tell us which kind of error you saw, without sending the statement.
Export to Excel
Click Export Excel for an .xlsx file, or Export CSV. The columns are Date, Description, Category, Debit, Credit, Balance, Statement and Page. Dates are real dates and amounts are plain numbers, so pivot tables and SUMIFs work without cleaning. Fix any category first: changing it on one row changes every row with the same payee, and the change goes into the file.
Questions
Can I convert several months at once? Yes, up to 24 statements in one drop. The rows come out in date order across all of them, and the charts and the lender view use the whole period.
Does this work for Chase credit card statements? It reads them as text PDFs like any other, but a card statement has no running balance in the same sense and its credits are your payments, not income, so the lender view is not meaningful for it. Use checking or savings statements for income.
My PDF asks for a password. Password-protected PDFs are not supported. Open the file in a PDF viewer, enter the password, and save a copy without one, then drop the copy.
Where do my statements go? Nowhere. The PDF is read by your browser on your computer, and the Excel file is built there too. The privacy page lists the only thing that leaves: a content-free count of files, rows and whether the balances added up.
Other banks: Bank of America, Wells Fargo, Capital One, American Express. Or read what the converter does in general.