Chase Statement to Excel – Free Converter

Chase statements follow a consistent US layout: an opening summary with new balance and minimum due, then a transaction list grouped by purchases, fees and interest, with payments and credits listed separately. The parser recognises Chase's 'Payments and Other Credits' section and its per-transaction posting-date/transaction-date pairs, so you get one clean row per transaction.

Convert Chase statement to Excel — how it works

1. Select your card: the tool below opens with Chase pre-selected (or use this direct link).
2. Upload the PDF: drag & drop your statement — multi-page and multi-file batch uploads are supported.
3. Review & download: check the extracted transactions, then download Excel (XLSX) or CSV. A Summary sheet shows total debits, total credits and transaction count.

What the export contains

• Date — normalized from Month-first dates (MM/DD/YYYY), amounts with $ sign, negative amounts used for credits in some layouts.
• Description — merchant/transaction text, cleaned of internal codes.
• Debit — purchases, fees, interest, cash advances, EMIs.
• Credit — payments, refunds, rewards, statement credits.
• No account numbers, no balances, no personal data — accounting-ready by design.

Supported Chase cards & statement types

Sapphire Preferred, Sapphire Reserve, Freedom Unlimited, Freedom Flex, Slate, Amazon Prime Rewards, United Explorer, IHG, Marriott Bonvoy, Southwest, Ink Business cards.

Personal and business statements, current and legacy layouts, and multi-page PDFs are all handled. For scanned (image) PDFs, run OCR first (Adobe Acrobat or Google Drive do it free), then upload the OCR'd file.

Frequently Asked Questions