Need to convert your Chase bank statement to Excel for bookkeeping or tax preparation?

In this guide, you'll learn:

• Why converting Chase statements to Excel saves hours of manual work
• Step-by-step instructions to convert any Chase PDF statement
• Tips for organizing your financial data efficiently
• How to avoid common conversion mistakes

Chase Bank provides statements in PDF format, which is great for viewing but terrible for analysis. Here's why Excel conversion matters:

• Data Analysis: Sort, filter, and analyze transactions easily
• Tax Preparation: Categorize expenses for tax deductions
• Bookkeeping: Import directly into QuickBooks, Xero, or other accounting software
• Reconciliation: Match transactions with your records quickly

First, log into your Chase account and download your statement:

1. Go to chase.com and sign in
2. Navigate to Statements & Documents
3. Select the account and date range
4. Click Download to save the PDF

Now use our free converter tool:

1. Go to the converter section above
2. Drag and drop your Chase PDF or click to upload
3. Wait for the PDF to load (usually 2-3 seconds)

This is the key step for accurate conversion:

1. Draw a selection box around the transaction table
2. Make sure to include column headers (Date, Description, Amount)
3. Exclude any summary sections or account info
4. Click Parse PDF to extract the data

Pro Tip: For multi-page statements, you may need to process each page separately.

Before downloading, review your data:

• Check that all transactions are captured
• Verify dates and amounts are correct
• Make any necessary edits in the preview

Then choose your export format (Excel or CSV) and download!

Problem: Missing transactions
Solution: Ensure your selection box covers the entire table, including all rows.

Problem: Merged cells or wrong columns
Solution: Try selecting a smaller area or adjust the selection boundaries.

Problem: Multi-page statements
Solution: Process each page individually and combine in Excel afterward.

Stop wasting hours copying data manually. Our converter handles Chase statements in seconds with 99%+ accuracy.

Try it now — your first conversion is free!