AI-powered · Free to try

Convert Chase bank statements to Excel or CSV

Upload any Chase PDF statement — personal checking, Sapphire credit card, or business account — and get a clean spreadsheet in under 60 seconds.

Convert a statement freeSee pricing

No credit card required · 15 free pages

Supported Chase statement formats

  • Chase Total Checking and Savings (PDF)
  • Chase credit card statements — Sapphire, Freedom, Ink (PDF)
  • Chase Business Complete Banking (PDF)
  • Chase Private Client statements (PDF)
  • Chase mortgage and loan statements (PDF)

About Chase statements

Chase PDFs are high-quality digital documents with consistent layouts across account types. LedgerLift reliably identifies Chase's date, description, and amount columns regardless of whether the statement is 2 or 20 pages.

Your Chase statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a Chase statement

Four steps. Under a minute.

01

Download your statement from Chase Online

Log in at chase.com, navigate to Statements, and download the PDF for the period you need.

02

Upload to LedgerLift

Drop the PDF into LedgerLift. The AI reads the Chase layout and extracts every transaction automatically.

03

Review and edit

Verify the extracted transactions in the review table. Edit any cell if needed before exporting.

04

Export as Excel or CSV

Download your clean spreadsheet and import it into your accounting software or share with your bookkeeper.

Export Chase transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert Chase statements?

Common workflows that use Chase statement conversion.

Credit card expense reports

Convert Chase Sapphire or Ink statements to spreadsheets for monthly expense reporting or reimbursement submissions.

Bookkeeping import

Export Chase transactions as CSV and import directly into QuickBooks Online, Xero, or FreshBooks.

Year-end tax prep

Consolidate 12 months of Chase checking and credit card activity into one Excel file for your tax preparer.

Business cash flow tracking

Combine Chase Business Complete Banking statements into a pivot table to analyze monthly inflows and outflows.

Frequently asked questions about Chase conversion

Does LedgerLift work with all Chase account types?
Yes — personal checking, savings, all Chase credit cards (Sapphire, Freedom, Ink), and business accounts are all supported.
Can I process a year of Chase statements in one session?
Accountant plan users can batch-upload and process multiple PDFs at once. Pro and Free users upload one file at a time.
How accurate is extraction for Chase statements?
Chase PDFs are standard digital documents, so accuracy is typically 99%+. The review table lets you catch and fix any edge cases before export.
Does it handle Chase credit card statements differently than checking?
No — both are extracted using the same AI process. Debits and credits are correctly identified regardless of account type.
What CSV format does the export use?
The default export includes Date, Description, Debit, Credit, and Balance columns — compatible with most accounting software imports.

Ready to convert your Chase statement?

Upload your PDF now. No credit card required — 15 pages free.

Convert a Chase statement free

Other supported banks

Bank of AmericaWells FargoCitibankU.S. BankView all banks →