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Convert Chase Statement to Excel

Transform your Chase PDF statements into Excel or CSV files in seconds.

About JPMorgan Chase Bank, National Association

JPMorgan Chase Bank, National Association is a financial institution that provides banking services to customers across the United States. Chase offers a full range of personal and business banking products.

Why Convert Your Chase Statement?

Chase provides statements in PDF format, which is great for viewing but difficult to analyze. Converting your statement to Excel lets you:

  • Sort and filter transactions by date, amount, or description
  • Create budgets and track spending categories
  • Prepare for tax season with organized records
  • Import data into accounting software like QuickBooks or Xero
  • Generate reports and visualizations of your finances

How to Export Your Chase Transactions

  1. Log in to the Chase Mobile App or Chase.com
  2. Select your account (Chase Total Checking, Sapphire, Freedom, or Ink Business)
  3. Click "Statements & documents" in the account menu
  4. Choose the statement period you need
  5. Click the PDF icon to download your statement

Supported Chase Account Types

Data River converts statements from all Chase account types:

  • Chase Total Checking
  • Chase Sapphire
  • Chase Freedom
  • Chase Ink Business
  • Chase Savings
  • Chase CD

What Makes Chase Statements Unique

  • Chase statements include a "Summary of Daily Ledger" table that shows running balances
  • Business Ink card statements have complex multi-tier reward summaries
  • Chase combines pending and posted transactions differently than most banks
  • Year-to-date summaries are available as separate downloadable PDFs

Why Use Data River for Chase Statements?

  • Fast: Convert Chase statements in seconds, not minutes
  • Accurate: Optimized for Chase's specific statement format
  • Secure: Your data stays private—we never store your files
  • Universal: Works with all Chase account types and statement periods

Ready to convert your Chase statement?

Try Data River free and convert your first statement in seconds.

Convert Your Chase Statement

Frequently Asked Questions

Does this work for Chase Business Ink cards?

Yes. Data River is optimized for the Chase Business PDF layout, which often includes complex "Summary of Daily Ledger" tables and tiered reward breakdowns that standard converters struggle to parse correctly.

Can I convert Chase "Year-to-Date" summaries?

Absolutely. Whether it's a monthly statement or a 12-month annual summary, our tool extracts every line item into a clean spreadsheet format ready for tax prep or expense tracking.

Why do my Chase transactions show different dates?

Chase shows both the transaction date (when you made the purchase) and the posting date (when it hit your account). Data River captures both dates so you can reconcile accurately.

Does Data River handle Chase Sapphire Reserve travel credits?

Yes. We extract the full transaction detail including travel credits, annual fee adjustments, and point redemptions that appear on Sapphire statements.

Is my Chase statement data secure?

Yes. Data River processes your statements securely and never stores your files or financial data. Your statement is processed in memory and immediately deleted after conversion. We use bank-level encryption for all data transfers.

Start Converting Your Chase Statements Today

Save hours every month by converting your Chase statements with Data River.

Convert Your Chase Statement