Upload a Chase credit card statement in PDF and get a clean Excel (.xlsx) or CSV file with the transaction date, merchant, and amount in their own columns. Purchases, payments, fees, and interest stay separated, ready for bookkeeping, expense tracking, and tax prep.
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Chase is one of the largest credit card issuers in the United States, covering Sapphire, Freedom, Ink Business, Amazon, United, Marriott, and dozens of co-branded cards. Each billing cycle Chase posts your statement as a PDF under Statements and documents, and keeps up to seven years of them online. The PDF reads fine on screen, but it is useless for accounting until the numbers are in rows. The built-in CSV download only covers recent activity and caps how much you can pull at once, so anything older, or a full closed statement, has to come out of the PDF. This converter reads the statement into clean rows with date, description, and amount in their own columns, and keeps purchases, payments, fees, and interest separate so you can categorize spend and post it to your books without retyping a single line.
Each purchase lands with its posting date, merchant name, and amount in separate columns, so you can sort, filter, and categorize a full statement of card spend in seconds.
Payments and credits, purchases, cash advances, fees, and interest charges are kept apart, so you can total deductible spend and see exactly what the card cost you for the period.
The opening balance, payments, new charges, and closing balance carry through, so the export ties out to the totals printed on your Chase statement and reconciles against your books.
Four steps, no software to install.
Sign in at chase.com or the Chase Mobile app, open your credit card account, go to Statements and documents, pick the billing period you need, and download the statement as a PDF.
Drop the PDF into the converter at the top of this page. Password-protected files are detected the moment you upload them.
The statement is read into rows. Check the preview and choose the columns you want to keep, such as date, description, and amount.
Download a clean .xlsx or .csv file, ready for QuickBooks, Xero, a tax return, or your own spreadsheet.
Pull a year of Chase Ink or personal card spend into Excel, separate business from personal, and hand a clean file to your accountant instead of a stack of PDFs.
Clients often send only the statement PDF. Convert it into an import-ready file with date, merchant, and amount columns and post card activity without manual entry.
Convert Chase statements into structured data for year-end close, expense categorization, and Schedule C support, with fees and interest kept on their own lines.
Turn a year of card purchases into a spreadsheet you can sort by merchant to find deductible expenses and build an income and expense summary at tax time.
A Chase credit card statement is more than a list of purchases. It carries the previous balance, payments and credits, new purchases, cash advances, fees, interest charges by rate, and the new balance, often across several pages and card members. The converter keeps that structure intact so nothing has to be re-entered or guessed at.
Export to Excel (.xlsx) for analysis or CSV for clean imports. The CSV maps neatly into accounting tools, so you can bring Chase card activity straight into your books. If you keep QuickBooks Desktop, you can take that CSV one step further and turn it into a QBO file with a CSV to QBO converter.
Download the statement PDF from chase.com under your card account, then Statements and documents, and upload it to the converter at the top of this page. It reads each transaction into rows and lets you export a clean Excel (.xlsx) or CSV file. The whole process takes about a minute per statement and needs no software install.
Chase lets you download recent account activity as a CSV from the Activity page, but that export covers only a limited window and caps the number of transactions per download. Older periods and full closed statements are only available as PDFs under Statements and documents. Converting the PDF is the reliable way to get any statement into CSV or Excel.
Save the statement as a PDF from Chase, then upload it here and export to Excel. The converter places the date, merchant, and amount in their own columns, so the .xlsx file opens ready to sort and total. This works for any cycle Chase keeps online, including statements older than the built-in activity download allows.
Chase keeps up to seven years of credit card statements online under Statements and documents, depending on the account. You can download any of them as a PDF and convert it here, which is handy when you need older periods for taxes, a loan application, or an audit and the recent-activity CSV export does not reach that far back.
Some downloaded Chase PDFs are locked. The converter detects a protected file the moment you upload it and prompts you for the password so it can read the statement. You keep control of the file the whole time, and the password is used only to open that document for conversion.
Yes. A Chase statement groups payments and credits, purchases, cash advances, fees, and interest charges into sections, and the converter preserves that split in the output. That lets you total deductible purchases on their own, see exactly what fees and interest the card cost, and reconcile the new balance against your books.
Files are encrypted in transit and at rest while they are processed, and the conversion runs without sharing your data with third parties. You never have to enter your Chase login or grant account access, because the converter works straight from the PDF you already downloaded, and you stay in control of the file and the export.
Convert Chase checking and savings statements the same way.
Convert any credit card PDF statement to a spreadsheet.
What Chase exports natively, and where the limits are.
Statement and card data prepared for year-end close.
Turn Chase card and bank PDFs into a QuickBooks-ready import.
Use the export to categorize card spend and find deductions.
Get started converting bank statements to spreadsheets.
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