Chase bank statement to Excel — download the PDF, convert it, check it

Chase gives you two ways to get transactions out: Download activity (CSV, but only for recent activity and only for the date range the account still holds online) and Statements (PDF, going back up to 7 years). For anything older than a few months — a tax year, a loan application, a client's records — the PDF is what you have. Here is how to turn it into Excel.

Step 1 — Download the statement PDF

On the website:

1. Sign in at chase.com.
2. In the account tile, open the ⋮ menu (or the account itself) and choose Statements & documents (older layout: See statements).
3. Pick the account, choose the year, and click the PDF icon next to the month.

In the app: open the account → Statements → tap the month.

Chase statements are digital PDFs with a real text layer, so no OCR is needed unless you are working from a printout.

Step 2 — What a Chase statement looks like to a converter

Chase personal checking statements have a fairly rigid layout, which makes them easy:

• Separate sections for Deposits and Additions, ATM & Debit Card Withdrawals, Electronic Withdrawals, Checks Paid and Fees — so money in and money out are in different tables, not different columns.
• Dates as MM/DD without a year; the year comes from the statement period in the header.
• A Daily Ending Balance table at the end rather than a balance on every line.
• "Beginning Balance" and "Ending Balance" in the summary box at the top.

Chase business and credit-card statements are similar but list transactions in one table with a signed amount.

A generic PDF-to-Excel tool will give you each section as its own block with the year missing from every date. A statement converter has to merge the sections, assign the sign from the section heading, and add the year. Rowvert does this and then checks that Beginning Balance + deposits − withdrawals − fees = Ending Balance; if a line was misread, that row is flagged.

Step 3 — Convert

1. Go to rowvert.com and drop the PDF on the converter (no account needed for one page a day; a free account gives you five).
2. Wait a few seconds. You'll see the extracted rows and a reconciled pill if the totals match the Ending Balance.
3. Download Excel, or the QuickBooks / Xero CSV if that's where it's going.

The Excel file has one row per transaction with a real date (2026-01-15, not text), Debit and Credit as numbers, and a Summary sheet with the check result.

Two Chase quirks to know

Dates without a year. A statement covering 12/20 – 01/19 has two years in it. Converters that just prefix the statement year will date the December transactions a year late. Check the first few rows after any conversion.

Checks with no description. "Checks Paid" lists a check number and an amount, nothing else. In Excel you'll want to add the payee from your own records before importing into accounting software.

Doing it with Excel only

If you would rather not use a converter: Data → Get Data → From File → From PDF, pick each section's table, append them in Power Query, add a Sign column based on the section, and prefix the year. It works for a one-off; it is tedious for twelve months. The methods are compared in how to convert a bank statement PDF to Excel.

Other US banks: Bank of America · Wells Fargo · Capital One · Citibank · all banks.