How to Convert Chase Bank Statement to Excel

Chase is one of the largest banks in the US, and their PDF statements are commonly converted to Excel. Here's exactly how to do it.

Quick Convert: Skip the manual steps and convert your Chase statement instantly with Data River →

---

Downloading Your Chase Statement

Step 1: Log into Chase

1. Go to chase.com
2. Sign in with your username and password
3. Complete any verification steps

Step 2: Navigate to Statements

1. Click on your account
2. Select "Statements & documents" or "See statements"
3. Choose the statement period you need

Step 3: Download PDF

1. Click "Download" or the PDF icon
2. Save to your computer
3. Note: Chase statements are digital PDFs (not scanned)

---

Understanding Chase Statement Format

Chase statements typically include:

Header Information

• Account number (partially masked)
• Statement period
• Account summary

Transaction Table

• Date - Transaction date
• Description - Merchant/payee name
• Amount - Positive for deposits, negative for withdrawals
• Balance - Running balance

Summary Section

• Beginning balance
• Deposits and additions
• Withdrawals and subtractions
• Ending balance

---

Method 1: Bank Statement Converter (Recommended)

Steps

1. Go to Data River or similar converter
2. Upload your Chase PDF
3. Wait for processing (usually under 30 seconds)
4. Download Excel/CSV

Output Format

Advantages

• Fast and accurate
• Handles Chase's specific format
• Works on all Chase statement types

---

Method 2: Chase Activity Download

Chase offers direct transaction downloads:

Steps

1. Log into chase.com
2. Go to your account
3. Click "Download account activity"
4. Select date range
5. Choose format: CSV or Quicken/QuickBooks
6. Download file

Limitations

• Only recent activity (not historical statements)
• May not match statement period exactly
• Different format than statement

---

Method 3: Copy-Paste (Manual)

Works for simple needs:

Steps

1. Open Chase PDF in a viewer
2. Select the transaction table
3. Copy (Ctrl+C / Cmd+C)
4. Paste into Excel
5. Use "Text to Columns" to separate data
6. Clean up formatting

Challenges with Chase Statements

• Multi-line descriptions don't paste well
• Columns may not align
• May need significant cleanup

---

Chase Statement Specifics

Chase Checking

• Transaction details are comprehensive
• Description includes merchant category codes
• Check numbers included when applicable

Chase Savings

• Fewer transactions typically
• Interest credited monthly
• Simpler to convert

Chase Credit Card

• Different format than checking
• Includes payment due date
• Has rewards summary section
• Transaction dates vs. posting dates

---

Handling Chase Business Statements

Chase business statements may have:

• Multiple accounts on one statement
• More transaction detail
• Different layout than personal accounts

Tip: Process each account section separately if converter struggles with combined format.

---

Common Chase Conversion Issues

Issue: Long Descriptions Truncated

Chase descriptions can be long:

PURCHASE AUTHORIZED ON 01/14 AMAZON MKTPL*2X9K7YT AMZN.COM/BILL WA

Solution: Good converters capture full description. If truncated, check converter settings.

Issue: Pending Transactions

PDF statements don't include pending transactions.

Solution: Use Chase's activity download for most recent transactions.

Issue: Check Images

Statement references checks but images are separate.

Solution: Download check images separately from Chase if needed.

---

Verifying Your Conversion

After converting, verify:

1. Transaction Count

Count rows in Excel. Should match transactions on statement.

2. Total Debits

=SUMIF(C:C,"<0")

Should match "Withdrawals and subtractions" on statement.

3. Total Credits

=SUMIF(C:C,">0")

Should match "Deposits and additions" on statement.

4. Balance Check

Ending balance in Excel should match statement ending balance.

---

What to Do With Converted Data

Budgeting

1. Add category column
2. Categorize each transaction
3. Create pivot table by category
4. Analyze spending patterns

Accounting

1. Import to QuickBooks or Xero
2. Match to existing records
3. Reconcile account

Tax Preparation

1. Filter for deductible expenses
2. Create expense summary
3. Export for accountant

Financial Analysis

1. Create charts of spending over time
2. Identify trends
3. Compare to previous periods

---

Batch Converting Multiple Chase Statements

For multiple months:

1. Download all statement PDFs
2. Name consistently: Chase_2026_01.pdf, Chase_2026_02.pdf
3. Upload all to converter (if batch supported)
4. Combine into single Excel workbook
5. Add "Month" column for filtering

---

Summary

Converting Chase bank statements to Excel is straightforward with the right tools. Download your PDF from chase.com, upload to a converter, and verify the output matches your statement totals. Chase's consistent format makes conversion reliable, and the resulting Excel data enables budgeting, accounting, and analysis that isn't possible with PDF alone.

Ready to convert your Chase statement? Try the Chase Statement Converter →