Chase PDF to Excel & CSV
Chase checking, savings, credit card and business statements all download as PDFs, and PivotBank converts every one of them to a clean Excel or CSV in seconds. The parsing happens on your device, so your statement is never uploaded anywhere.
No sign-up required · free preview · unlock the full statement for $2.99
How to download a Chase statement PDF
Sign in to chase.com or the Chase Mobile app
Open "Statements & documents" from the account menu
Select the statement period and download the PDF
Drop the PDF onto PivotBank and export Excel, CSV or JSON
What's supported for Chase
- Chase Total Checking, Premier, savings and CD statements supported
- Chase credit card statements (Freedom, Sapphire, Ink) parse cleanly
- Chase Business Complete Banking statements work too
- Extracts date, description, amount and running balance per line
- Balance verification catches OCR or layout anomalies instantly
- Output is ready for QuickBooks, Xero, Excel or Google Sheets
Privacy first
Unlike other converters, PivotBank opens your Chase statement on your device. The file is never uploaded, and only the transaction lines can ever be sent, with your name, address, account number, IBAN and sort code stripped out first.
We never see your PDF. The only data we store is the extracted transactions of statements you explicitly choose to unlock and save to your account, which you can delete anytime.
Every format a Chase statement converts to
Chase statement to Excel and Google Sheets (XLSX)
Formatted columns, a summary sheet, and totals you can check by eye.
Chase statement to any spreadsheet or accounting tool (CSV)
The universal import format, accepted by every accounting tool.
Chase statement to QuickBooks Online (QBO)
QuickBooks' own dialect, so no column mapping on import.
Chase statement to Xero, Sage and FreeAgent (OFX)
Typed transactions and duplicate-safe IDs, imported with no setup.
Chase statement to Quicken and QuickBooks Desktop (QIF)
The format the desktop ledgers have always read.
Chase statement to your own scripts and pipelines (JSON)
Every transaction categorised, with the balance check included.
Chase conversion questions
Can I convert Chase credit card statements too?
Yes. Chase credit card PDFs (Freedom, Sapphire, Ink and others) convert alongside checking and savings statements, with payments and purchases separated.
How far back can I get Chase statements?
Chase provides up to seven years of statements online. Any of them can be converted, including older layouts.
Is this secure enough for business statements?
Yes. The PDF is opened in your browser and never uploaded. Only the transaction lines are sent to be read, with your name, address and account number removed first.
How much does converting a Chase statement cost?
Every statement shows its first 5 rows free, with no sign-up, checked against the balance. A one-time $2.99 unlocks the full statement and every export, or Pro at $14/month covers unlimited statements.
Convert your Chase statement now
Free to try. No sign-up required. Preview any statement free; unlock the whole statement for a one-time $2.99.
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