Chase

How to download Chase bank statements (PDF) and convert to Excel

Updated December 2025 · 5 min read

Chase statements can be downloaded from Chase Online (web) or the mobile app. For best results, grab a monthly PDF statement (not a transaction list export) so balances and references are included.

This content is informational only and does not constitute legal, tax, or financial advice.

How to download a Chase PDF bank statement

Sign in to Chase Online.
Open the account you want, then go to Statements & Documents.
Select a month and download the PDF statement.
Make sure the PDF includes opening and closing balances.

Convert the PDF to Excel

Upload the PDF and let StatementScribe extract transactions.
Export to Excel or CSV with consistent columns (date, description, amount, balance).

Tips for accountants

Keep one PDF per account per month for clean reconciliation.
If you receive multiple PDFs, upload them separately and merge in Excel.
Need QuickBooks/Xero imports later? Start with CSV and keep a stable column map.

FAQ

Can I use a transaction list instead of a statement PDF?

You can, but statement PDFs usually include balances and consistent formatting, which improves reconciliation.

Does the export work for QuickBooks or Xero?

Export to CSV first for maximum compatibility; QuickBooks/Xero-specific formats can be added as an integration later.