Convert a Chase bank statement to Excel
Convert a Chase statement PDF to Excel or CSV right in your browser — date, description, amount and balance are detected automatically, with a row-by-row balance check, and your statement is never uploaded. Chase statements use this layout: Date, Description, Amount (debits negative) and Balance — a single signed amount column. Text-based PDFs downloaded from Chase online banking convert most accurately.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
How we read a Chase statement
- Columns：Date, Description, Amount (debits negative) and Balance — a single signed amount column.
- Date format：MM/DD
- Best source：Download the official PDF statement from Statements & Documents in Chase online banking. That text-based PDF converts most accurately — avoid screenshots.
Watch-outs for Chase statements
- Chase uses a single amount column where money out is negative and money in is positive. Watch for a transaction whose minus sign sits ambiguously — the balance check is what catches a flipped sign here.
- Multi-line descriptions (a long merchant name wrapped onto two lines) are the most common cause of a shifted row — if a row doesn't reconcile, that's the first thing to check.
- Transactions that carry over a page break, and the opening/closing balance lines, are handled separately from regular rows; verify the first and last rows of each page after a multi-page statement.
How to convert a Chase statement
- 1Download your Chase statement as a PDF from online banking.
- 2Drop the PDF into the converter below — it parses locally.
- 3Review the detected columns and the balance check; verify any flagged rows.
- 4Export to Excel, CSV, or QuickBooks/OFX.
Frequently asked questions
No. The entire conversion — reading the PDF, detecting columns, the balance check and building the Excel file — runs locally in your browser. Your Chase statement is never uploaded or sent to any AI.
Download the official PDF statement from Statements & Documents in Chase online banking. That text-based PDF converts most accurately — avoid screenshots.
Chase text-based PDFs are in the sweet spot and convert accurately at the row level. Either way, verify key figures before use — the row-by-row balance reconciliation flags suspect rows for you.
Updated · StatementSift team