How to convert a Chase bank statement to Excel

Sign in at Chase.com or the mobile app. Go to Statements & Documents, pick the account and month, and choose Download PDF.

Use that file as-is. Do not print the statement to PDF from the browser viewer, and do not take screenshots — those often lose the text layer, and extraction will fail.

Open the PDF and try to select text with your cursor. If you can highlight 'ACH DEPOSIT' or a payee name, the file is text-based and will convert cleanly.

If nothing is selectable, the PDF is a scan or an image. ClearStatement cannot extract rows from scans — re-download from Chase instead.

Upload the PDF to ClearStatement and choose Excel (.xlsx) if you want formatting and multiple sheets, or CSV for Google Sheets and accounting imports.

Output columns: date (YYYY-MM-DD), description, signed amount, type, balance, bank, and account last four. Chase date formats are normalized so Excel sorts correctly.

Compare the row count and net change against the Chase statement summary. Spot-check two or three large transactions before you send the sheet to an underwriter or accountant.

If a few lines merged or split, fix those rows manually — that is still 20 minutes saved versus retyping the whole statement.

Loan files usually need 3–6 months of statements. On Pro, upload the PDFs together and export one workbook with a sheet per month plus a summary of totals per file.

Free converts one statement at a time (three per day). Pro is unlimited with the multi-file workbook.