Chase statement PDF to CSV
Drop a Chase statement PDF and get a CSV of dates, descriptions, amounts and balances. The file is read by code running in your browser and never uploaded.
Bank not supported yet? Email the bank name and country to [email protected] and we'll add it. No need to send your statement.
Private by design
No upload, no server, no account. Disconnect your internet after the page loads and it still works.
Works with most banks
Reads text-based PDF statements with debit/credit or single-amount layouts, in US, UK, EU and Indonesian number formats. Password-protected e-statements too: the password never leaves your device.
Checked, not guessed
Every statement gets a running-balance check: if a row doesn't add up to the printed balance, we highlight it, so nothing goes into your books wrong.
Hours of typing, done in a minute
Free: preview every transaction and download a CSV of the first 25. Pro: every transaction, a year of statements at once, auto-categorized transactions, duplicates removed, Excel, QuickBooks/Xero and OFX bank files, and bank formats kept up to date.
How to download your Chase statement as a PDF
- Sign in at chase.com or in the Chase Mobile app.
- Open the account, then find Statements & documents (on the website it is also in the main menu under your profile/accounts).
- Pick the month and choose Download to save the PDF. Menu names change from time to time; the statement itself is the monthly PDF, not the activity export.
Then drop the PDF in the box above, or click it to choose the file.
What you get
Chase checking statements usually list transactions in a table with a date (month and day only), a description and an amount, often with a running balance. The converter keeps each amount with the sign printed on the statement (money out negative) and adds a Balance column when one is printed. The free CSV keeps dates as printed; the Pro QuickBooks, Xero and OFX exports add the year, read from the statement. Credit card statements, which have no running balance, come out as Date, Description, Amount.
Chase online banking can also export recent account activity as a CSV. If that covers the dates you need, use it. This page is for when all you have is the PDF, such as older months or statements someone sent you.
How it works, and what it can't do
OfflineStatement is a general reader for text-based PDF statements: it finds the transaction table by its column headings and turns each dated row into a spreadsheet row. It was not built with or tested by Chase, and statement layouts change, so check the result against the PDF. Where the statement prints a running balance, every row is checked against it and rows that don't add up are highlighted. Scanned or photographed statements (images, not text) are not supported. Password-protected PDFs work: you type the password and it stays on your device.
Open the CSV in Excel, Google Sheets or QuickBooks
Excel: double-click the CSV, or use Data > From Text/CSV. Google Sheets: File > Import > Upload, then choose the CSV. QuickBooks Online: the bank-upload CSV needs Date, Description and Amount; Pro exports exactly that format (see PDF to QuickBooks), or you can trim the free CSV to those columns.
Other bank guides: Bank of America · Wells Fargo · Capital One · American Express · Citi · U.S. Bank · PNC · TD Bank · Discover · Truist · Navy Federal · HSBC UK · Barclays · Lloyds · NatWest · Santander UK · Monzo · Any bank
Chase and the other bank names on this site are trademarks of their respective owners. OfflineStatement is an independent tool by Tofu Labs and is not affiliated with, endorsed by or sponsored by any bank.
FAQ
Is this an official Chase tool?
No. OfflineStatement is independent and not affiliated with or endorsed by JPMorgan Chase.
Why is the year missing from Chase dates?
Chase prints dates like 03/14. The free CSV keeps them that way; the Pro QuickBooks, Xero and OFX exports read the year from the statement and add it to every date, including December to January rollovers.
Is my statement uploaded?
No. The PDF is read by code running in your browser. There is no server that receives your file, and you can disconnect from the internet after the page loads.
Is it free?
Previewing a statement and downloading a CSV of its first 25 transactions is free. Pro unlocks every transaction, batches of statements, Excel .xlsx and QuickBooks, Xero and OFX files.