Can I convert a Chase PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from Chase online do. Scanned paper statements cannot be read.
Chase Statement to Excel: Download and Convert
How to download a Chase statement, and convert it from PDF or CSV to Excel, QuickBooks or Xero in your browser.
insytesBI provides estimates for informational purposes only, not financial, tax or accounting advice.
Chase statements
- What Chase gives you
- Spreadsheet (CSV), Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF) and QuickBooks Web Connect (QBO)
- How far back
- Chase lets you choose a date range for each download; for older activity, download the period in pieces.
- How we read it
- Chase CSVs carry a Details column that only says DEBIT or CREDIT. insytesBI ignores it and categorizes from the Description column, so rent, payroll and subscriptions are still recognized.
Download your Chase transactions
- Sign in at chase.com on a computer.
- Open the checking, savings or credit card account you want.
- Select the download icon above the transaction list (Download account activity).
- Choose Spreadsheet (Excel, CSV) as the file type, pick the date range, then select Download.
Frequently asked questions
What does Chase let me download?
Spreadsheet (CSV), Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF) and QuickBooks Web Connect (QBO)
How far back can I download Chase transactions?
Chase lets you choose a date range for each download; for older activity, download the period in pieces.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.