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
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.
1. Download PDF
Log in to Chase.com. Go to “Statements & Documents” and download your monthly PDF (not the summary).
2. Drop & Convert
Drag the file into the tool above. Our engine instantly identifies the Chase layout and extracts the transaction table.
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