Chase statement to Excel
Get the transactions from a Chase checking, savings or credit card statement into a spreadsheet: date, description, amount and balance, with a check that it all adds up.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
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How to do it
- Sign in at chase.com or in the Chase app, open the account and go to Statements & documents. Download the month you need as a PDF.
- Choose the PDF here. Every page is read, including descriptions that run over two lines.
- Look at the check line: if the balances add up, no transaction is missing or extra.
- Click "Download Excel" or "Download CSV".
Tips
- A Chase checking statement lists every transaction with the running balance. The check compares Beginning Balance, the transactions and Ending Balance, so a missing row shows up at once.
- Chase card statements are read as card statements: purchases come out negative, payments and refunds positive.
- Checked on sample statements laid out like Chase checking statements and on sample card statements: purchases, payments and refunds were read with the right signs and the balances added up.
Questions
Can I convert several months of Chase statements?
Yes, one PDF at a time. Download each file and paste the rows under each other in Excel; the dates are real dates, so sorting works.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and makes the Excel file on your device. Nothing is sent to a server, there is no account to create and no page limit.
What if the balance check fails?
The table marks the rows where the balance chain breaks. Usually one column was read the wrong way: change its type in the table header, or the Amounts setting for a card, and the check runs again.
Does it work with a scanned or photographed Chase statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.