How to Convert Chase Bank Statements to Excel
By the StatementToExcel Team · Published on Mar 10, 2026
Chase is the largest bank in the United States, and millions of customers download their monthly statements as PDFs. While the PDF format is great for archiving, it is far from ideal when you need to analyze transactions, reconcile accounts, or share data with your accountant. Converting those PDFs to Excel gives you sortable, filterable, and formula-ready data in seconds.
StatementToExcel is purpose-built to handle Chase's specific PDF layout. Chase statements typically include a summary section at the top followed by a detailed transaction table with columns for date, description, amount, and balance. Our converter identifies these sections automatically, skips headers and footers, and outputs a clean spreadsheet with one transaction per row.
To get started, simply log in to your Chase account and download your statement as a PDF. Then visit statementtoexcel.io, drag and drop the file onto the upload area, and click Convert. Within a few seconds you will have an Excel file ready to download. You can also choose CSV or Google Sheets as your output format.
For accountants and bookkeepers managing multiple clients with Chase accounts, the Pro plan allows unlimited conversions and batch uploads. This means you can convert an entire year of statements in minutes rather than spending hours on manual data entry. Try it free today with three complimentary conversions.