Convert your Chase statement to Excel, QBO & Xero
Checking, savings, and credit card statements convert to a reconciled Excel file, QuickBooks CSV, or Xero CSV in about a minute: free, no signup, no watermark.
Convert a statement
Tap to upload a statement or a photo of oneDrag & drop a statement, or click to browse
PDF, JPG, or PNG, up to 25MB
What we extract from a Chase statement
Chase is one of the few banks we've built two dedicated templates for: one for personal and business checking or savings statements, and a separate one for Chase credit card statements. Upload either kind and the right template picks up automatically. You don't need to tell us which one you're sending.
Chase checking and savings statements typically print a running daily-balance table alongside the transaction list. That layout parses cleanly with our checking template, so the deposits, withdrawals, and daily balances you see on the PDF line up with the rows in your export.
Chase credit card statements go through the card template instead, which is built to read purchases, payments, and fees as separate line items rather than lumping them into one column.
Before you export, we add up every row and compare it with what Chase printed: the daily ending balance on checking or savings, the new balance on a card statement.
How far back Chase statements go online
Depending on the account type, Chase gives you online access to up to 7 years of statements.
That is a long run of PDFs for a loan application, a tax year, or a bookkeeping catch-up. Converting them puts each statement's rows into Excel, QuickBooks CSV, or Xero CSV through whichever of the two Chase templates fits, with the total checked against the balance Chase printed.
Checked October 3, 2026 on Chase's own pages: Chase: paperless statements FAQs.
Exports and retention
Excel, QuickBooks CSV (3-column and 4-column), and Xero CSV, free up to 3 pages a day with no signup and no watermark. Scans, photos, and password-protected PDFs work, and your file is deleted the moment parsing completes: see our security page, or a sample export.
Chase statement conversion: FAQ
Does this work with Chase business checking statements, not just personal?
Yes. Our Chase template handles both personal and business checking layouts, along with savings statements and Chase credit card statements. You don't need to pick a template yourself.
What happens if the numbers on my Chase statement don't add up after conversion?
We reconcile every Chase statement against its own printed totals, and the result is on screen before you download anything. If there's a mismatch, we show you the exact dollar difference so you can review it instead of exporting a file that quietly has the wrong numbers.
Can I convert a scanned or photographed Chase statement?
Yes. Scanned PDFs and photos (JPG or PNG) of Chase statements are run through OCR automatically before extraction, no extra steps needed.
Does the free tier include QuickBooks and Xero exports for Chase statements?
Yes. Excel, QuickBooks CSV (both 3-column and 4-column), and Xero CSV are all available on the free tier: no signup, no watermark.
Ready to convert your Chase statement?
Other bank statements we convert
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Last updated July 22, 2026.