Step 1: Download the PDF from Chase
Log in to chase.com or the Chase mobile app. Open the account you want the statement for, go to Statements & documents, pick the month, and click Download PDF. The file is typically named like Chase1234_Statement_2026-03-31.pdf.
Make sure to download the official statement PDF — not a transaction list screenshot. The full statement (with header, balance brought forward, and closing balance) produces the best conversion results.
Step 2: Upload the PDF to pdftoxlsx
Go to pdftoxlsx.com and drag the PDF into the upload area. No account is required for a first conversion. For password-protected PDFs, enter the password when prompted.
pdftoxlsx processes the file in 15–20 seconds. Your data is encrypted in transit and deleted within 24 hours.
Step 3: Review the auto-detected layout
pdftoxlsx auto-detects the Chase statement template — checking, savings, credit card, or Chase for Business. A preview shows the extracted columns: Date, Description, Amount, Balance, and Currency.
Verify that the preview matches the Ending Balance on the last page of the PDF. If it does, extraction is clean.
Step 4: Download the Excel file
Click Download .xlsx (or .csv for import tools that don't read Excel natively). The output is ready for Excel, Google Sheets, QuickBooks Online, Xero, FreeAgent, or Sage.
For year-long conversions, drag up to 12 Chase PDFs at once — pdftoxlsx consolidates them into one .xlsx with a Month column.
What the output looks like
Your Excel file includes standardized columns that work with any accounting software:
- Date — formatted as Excel dates (sortable, filterable)
- Description — full transaction description (ACH, Zelle, autopay, direct deposit)
- Amount — negative for withdrawals, positive for deposits
- Balance — running balance after each transaction
- Currency — USD
Example rows: 2026-03-02 ACH DEBIT CONSOLIDATED EDISON -142.18 | 2026-03-03 ZELLE PAYMENT FROM SARA M +500.00 | 2026-03-05 CHASE CREDIT CRD AUTOPAY -1,204.77 | 2026-03-08 DIRECT DEPOSIT ACME CORP PAYROLL +3,250.00
Common edge cases for Chase statements
Scanned statements: pdftoxlsx runs OCR on scanned Chase PDFs. Accuracy averages 99%+ on scans at 200 DPI or higher. Re-scan at 300 DPI if you see column drift.
Password-protected PDFs: Enter the password at upload. pdftoxlsx does not store the password after conversion.
Chase credit card statements (Sapphire, Freedom, Ink, Amazon Visa): Fully supported. Reward summaries and interest breakdowns are placed on a separate Summary sheet.
Year-long statements: Upload up to 12 PDFs at once for a consolidated Excel with a Month column.
Joint or multi-holder accounts: Both account-holder names are preserved in the Metadata sheet.
Chase for Business: Distinct layout — deposits, wires, and returned-item fees are all captured.
Frequently asked questions
Is pdftoxlsx safe for Chase statements?
Yes. Files are encrypted in transit with TLS 1.3 and deleted within 24 hours. pdftoxlsx does not share your data with third parties and is GDPR compliant.
How accurate is the conversion on Chase PDFs?
On native Chase PDFs, pdftoxlsx matches the Ending Balance and totals to the cent in 99.7% of cases across our internal benchmark of 200 real Chase statements. Scanned PDFs at 200+ DPI average 99.1%.
Can I convert Chase credit-card statements?
Yes. The same upload flow handles Chase Sapphire, Freedom, Ink, and Amazon Visa PDF statements.
Can I import the Excel into QuickBooks?
Yes. Export as .csv from pdftoxlsx and use QuickBooks' bank rules import.
How does this compare to copy-pasting from Adobe Acrobat?
Adobe's table export on Chase layouts often merges Amount and Balance columns when descriptions span two lines. pdftoxlsx is trained specifically on Chase templates and keeps columns intact.
Convert your Chase statement now — free
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Convert your Chase statement now — free →