Convert Chase statements to Excel and CSV
Upload the PDF statement you download from chase.com and get every transaction in a spreadsheet, checked against the statement's opening and closing balance.
- From $15 / month
- Failed conversions don't count
- PDF deleted in 24 h
What we read from Chase statements
Every transaction
Date, description, debit, credit and running balance, in the order printed.
Several accounts
A statement that covers more than one account gets a section per account, each checked on its own.
Scanned pages
Pages without a text layer are read from the page image.
Balance check
Opening balance plus credits minus debits must equal the closing balance, to the cent.
How to download your Chase statement
- 1Sign in at chase.com.
- 2Open the main menu and choose Statements & documents.
- 3Pick the account and year, then download the statement as a PDF.
- 4Drop it in the box above.
Depending on the account, Chase keeps up to 7 years of statements online.
What you get
Rows from a made-up sample statement. The Excel file has a Transactions sheet and a Summary sheet (bank, period, balances, totals and the balance check result); the CSV has the transactions only. See a full sample →
Chase statement FAQ
What if Chase lets me download a CSV?
Then you already have a spreadsheet. RapidStatements is for the PDF statements — useful for older months, or when the PDF is all you have.
What if the balance doesn't add up?
We show the difference and the rows to check. A conversion that fails uses no pages.
Is RapidStatements affiliated with Chase?
No. We're an independent tool that reads the PDF statements you download yourself.