Convert Chase Statements to Excel

Optimized for Chase Bank PDF layouts. Keep your financial data private with offline processing.

Drop Chase PDF here

Works with Checking, Savings, and Credit Card statements

Also works with

Wells Fargo
BoA
Citi
Capital One

Stop Manually Typing Your Chase Transactions

Chase Bank offers great PDF statements, but they are notoriously difficult to convert. If you try to copy-paste the text, the “Date,” “Description,” and “Amount” columns often get scrambled.

The “Privacy” Problem: Many online converters ask you to upload your Chase statements to their cloud. This puts your account number, address, and transaction history at risk.

The Solution: SafeStatement parses Chase PDFs directly in your browser. We understand the specific layout of Chase Total Checking, Savings, and Ink Business statements to ensure 100% accuracy without the data ever leaving your computer.

Why SafeStatement is Better for Chase

  • ✖ Generic Tools: Merge “Debit” & “Credit” columns
  • ✔ SafeStatement: Detects Chase column logic
  • ✖ Others: Upload data to unknown servers
  • ✔ SafeStatement: 100% Offline / Flight Mode

How to Convert Chase PDF to Excel for QuickBooks

Follow these steps to turn your Chase monthly statement into a CSV or Excel file ready for accounting software.

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1. Download PDF

Log in to Chase.com. Go to “Statements & Documents” and download your monthly PDF (not the summary).

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2. Drop & Convert

Drag the file into the tool above. Our engine instantly identifies the Chase layout and extracts the transaction table.

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3. Import to Excel

Download the .xlsx file. The dates and amounts are pre-formatted so you can import directly into QuickBooks or Xero.

Compatible with all Chase Account Types

  • Chase Total Checking®
  • Chase Secure Banking℠
  • Chase Premier Plus Checking
  • Chase Ink Business Unlimited®
  • Chase Ink Business Cash®
  • Chase Ink Business Preferred®
  • Chase Sapphire Preferred®
  • Chase Freedom Unlimited®
  • Amazon Prime Rewards Visa

Frequently Asked Questions

Why can’t I just copy-paste from the Chase PDF?
Chase PDFs use complex internal formatting. Copying text often merges the “Date” and “Description” into a single line, or puts the “Balance” in the wrong column. Our tool reads the underlying coordinates of the PDF to ensure columns are split correctly.
Does this work with 2024/2025 Chase statement formats?
Yes. We update our parsing logic regularly. Whether you have the old format or the new “Blue Design” Chase statements introduced recently, our converter handles both seamlessly.
Is it safe to use this for my Business Account (Chase Ink)?
Absolutely. Because SafeStatement runs offline (Client-Side), your business financial data remains confidential. You can even disconnect your internet while converting the files to be 100% sure nothing is being transmitted.