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Chase Bank Statement to Excel Converter

Turn a Chase PDF or CSV statement into categorized Excel. Try 3 pages free, no signup.

Convert Chase Statement

Try 3 pages free • No signup • Files auto-deleted after analysis

Drop your statement here — 3 pages free, no signup

Drag & Drop Files Here

or

Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signup

Chase PDF statements are built for printing, not spreadsheets. This converter extracts every Chase transaction, categorizes spending, and gives you a clean Excel file plus a budget dashboard. Works with Chase checking, savings, and credit-card statements, including password-protected PDFs.

Built for Chase checking, savings, and credit-card statements

AI extraction — no retyping transaction tables

Automatic spending categories

Excel, budget-template, and PDF export

Password-protected PDFs supported

Try 3 pages free, no signup — files auto-deleted after analysis

How it works

1. Upload

Drop your Chase statement — PDF, CSV, XLS, or OFX.

2. Extract & categorize

AI reads the layout and assigns budget categories.

3. Export

Download Excel or keep working in the dashboard.

Frequently asked questions

Upload the Chase PDF, CSV, or OFX on the homepage. AI extracts every transaction, categorizes it, and you download Excel. Password-protected files are supported.

Yes. You can convert 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $4.99. Files are deleted after analysis.

If the PDF is a photo or scan, we run OCR on the page images. A CSV/Excel export from your bank is still the most reliable backup.

Ready to try it?

Convert Chase Statement

Works with your bank

United States

Bank of America · Wells Fargo · Capital One · Citibank · US Bank · PNC Bank · TD Bank · Truist · Navy Federal Credit Union · USAA · Ally Bank · Discover · American Express · Regions Bank · Fifth Third Bank · Citizens Bank · Charles Schwab

Other regions