Convert Chase Bank Statement to Excel
Turn your Chase PDF statement — digital, scanned, or a phone photo — into Excel (.xlsx) in seconds. A clean, formatted .xlsx workbook you can open in Microsoft Excel, Google Sheets, or Numbers. Supports Chase Total Checking, Savings, and business statements.
Chase → Excel
Upload your statement
Drag & drop a PDF, scan, or photo — any bank. Our AI extracts every transaction and exports to Excel, CSV, QBO, or OFX.
Drag & drop your statement here
or browse files
Encrypted in transit · Processed in memory · Deleted immediately
How to convert a Chase statement to Excel
- 1Upload your Chase statement — a PDF, scan, or phone photo. No conversion to images needed.
- 2Our vision AI reads the transactions and reconciles them against the running balance, flagging any misread digits.
- 3Review and edit the table if you like, then click Export and choose Excel (.xlsx).
- 4Open the downloaded .xlsx in Excel or Google Sheets — date, description, amount, and running-balance columns are ready to sort, filter, and total.
Chase to Excel — questions
Is converting Chase statements to Excel free?+
Yes — the free tier converts up to 10 pages a month with no credit card. Larger volumes are covered by Pro and Business plans.
Does it work with scanned Chase statements?+
Yes. Upload a scan or a phone photo of your Chase statement — the AI reads it, not just clean digital PDFs.
How do I use the Excel file?+
Open the downloaded .xlsx in Excel or Google Sheets — date, description, amount, and running-balance columns are ready to sort, filter, and total.
Is my Chase data safe?+
Your file is processed in memory to extract the transactions and then deleted immediately. We never store your Chase statements.
Prefer another format? Chase to CSV · Chase to QuickBooks · Chase to Xero
From a different bank? Convert any bank statement to Excel.
See all Chase options or other United States banks.
How to download your Chase statement
- 1Sign in at chase.com and open the account you want.
- 2Click “See statements” (the statements icon) near the account name.
- 3Pick the month you need and download the PDF.
- 4Upload that PDF straight to StatementFlow — no printing or converting needed.
Chase statement formats we handle
Chase Total Checking, Chase Savings, Sapphire and Freedom credit cards, and Chase business checking all export PDF statements in Chase's standard layout.
Chase shows the running balance only at the start and end of each section rather than on every line, so StatementFlow reconciles each transaction against the period totals to catch a misread amount. Statements run 3–6 pages in a small font that trips up template converters but not vision AI.
Guides for converting Chase statements
See all bank statement guides.