Convert a Chase statement to CSV
Chase checking, savings, and credit-card statements come as multi-page PDFs with a running balance column and posting dates. Copy-pasting them into Excel scrambles the columns — this turns the whole statement into a clean CSV in seconds.
Fictional sample output
What a Chase statement looks like as CSV
Statently turns separate withdrawals and deposits into one signed Amount column, cleans descriptions, and adds a category. This preview uses a fictional statement.
| Date | Description | Amount | Category |
|---|---|---|---|
| 2026-06-03 | Northwind Payroll | +3,450.00 | Income |
| 2026-06-04 | Harbor Market | -84.21 | Groceries |
| 2026-06-06 | City Utilities | -126.40 | Utilities |
| 2026-06-08 | Cloudwork | -18.00 | Software |
Private by design. Your uploaded PDF is processed in memory to create the CSV and is not stored.
Always review before importing. Compare totals and a sample of transactions with the original statement before reconciliation, tax filing, or accounting import.
Why Chase statements are annoying to convert by hand
Chase splits deposits and withdrawals into separate columns; the converter normalizes them into a single signed Amount column. You get one tidy ledger instead of fighting merged cells, split columns, and reference codes in a spreadsheet.
- 1. Drop in your Chase statement PDF above.
- 2. Every transaction is extracted, cleaned, and categorized.
- 3. Download a CSV that's ready for Excel, Sheets, or your accounting tool.
Frequently asked questions
- Is my Chase statement uploaded anywhere?
- Your PDF is processed in memory to extract the transactions and is not stored. Nothing is saved after the CSV is generated.
- Does it work with scanned Chase statements?
- Yes. Text-based PDFs and scanned/image PDFs both work — the extractor reads the page visually when there's no selectable text.
- What columns are in the CSV?
- Date, Description, Amount (signed — negative for money out, positive for money in), Category, and Balance when the statement shows one.
- Can I import the CSV into QuickBooks, Xero, or Excel?
- Yes. The CSV is plain and spreadsheet-ready, so it opens in Excel or Google Sheets and maps cleanly into accounting tools.
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Related guides
- How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.
- How to Convert a Scanned Bank Statement to CSV
Scanned or photographed bank statements have no selectable text, so most converters choke on them. Here's how to turn an image-only PDF into a clean CSV.
- How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.
- How to Import Bank Statements into Xero
How to get transactions from a PDF bank statement into Xero using a CSV — the exact column format Xero expects and how to prepare it in seconds.
- How to Categorize Business Expenses for Taxes
A practical guide to categorizing business transactions from your bank statements so tax time is painless — and how to get a pre-categorized CSV to start from.
Not affiliated with Chase. Your statement is processed in memory to extract transactions and is never stored.