Convert Chase statement to Excel

Upload the statement PDF and download an Excel with one transaction per row: date, description, amount and balance in clean columns.

Convert my statement

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Your statements aren't shared with anyone and travel encrypted. Password-protected PDFs open in your browser. How we handle your files

Built for firms

Made for accounting firms, finance teams and professionals who need precision and reliable formats at every close.

Accurate

We keep improving how each bank converts. If a file doesn't convert the way you expected, email us at support@extractpro.app and we'll fix it.

How do you convert a Chase bank statement to Excel?

ExtractPro turns a Chase statement PDF into an Excel workbook, an .xlsx with one transaction per row: date, description, amount and, where the statement prints one, the balance. The amounts are read in US format, 1,234.56, and land in the sheet as numbers, so a column adds up without retyping. Each monthly PDF is converted on its own and comes back with the same columns, which lets you stack a full year of Chase statements in one workbook. From there the file goes to QuickBooks, Xero or any accounting software as an ordinary spreadsheet.

How it works

3 steps, in seconds

Download the statement

Download the statement PDF for the period from Chase.

Upload it to ExtractPro

If the PDF is password-protected, you enter it and the file unlocks right in your browser — the password never reaches our servers.

Download the Excel

One transaction per row, with date, description, amount and balance in separate columns.

FAQ

About Chase statements

Does ExtractPro convert Chase statements to Excel?

Upload the Chase statement PDF and download an .xlsx that has a row for every transaction: the date, the description, the amount and the balance when the statement shows it. Amounts written as 1,234.56 arrive as numbers, in dollars.

Can I convert several months of Chase statements?

Each month of Chase is a separate PDF, and each PDF is converted on its own into the same columns. For a year-end reconciliation, convert the twelve months one after another and paste the sheets under each other: the header row is identical in every file.

Does ExtractPro work with Chase business and personal accounts?

A Chase business statement and a Chase personal checking statement are uploaded the same way. Both come back as the same kind of spreadsheet, with the date, the description and the amount in separate columns.