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Convert Chase statements to Excel, CSV, or QuickBooks

Chase statements convert cleanly, from single-page checking summaries to combined statements covering multiple accounts. Upload the PDF and download a reconciled spreadsheet.

Convert a Chase statement See pricing
<8s
Read time, 10 pages
99.3%
Row accuracy, rest flagged
Any bank
1,000+ statement guides

About Chase · registry record

FDIC Cert. № 628

Legal name
JPMorgan Chase Bank, National Association
Institution type
Bank
Charter
National bank · OCC
Established
1824
Headquarters
Columbus, OH
Branch network
5,377 offices in 49 states & territories
Total assets
≈ $4.0 trillion (USD)
Holding company
JPMorgan Chase & Co
Also known as
JPMorgan Chase, Chase Bank, J.P. Morgan, Chase Private Client
Official site
www.jpmorganchase.com

Statements supported

Public record · retrieved Jul 2026

Registry data from public FDIC records. LedgerBox is independent and not affiliated with or endorsed by Chase.

How to convert a Chase statement

  1. Upload the statement

    Drag in the PDF as downloaded from www.jpmorganchase.com. Multi-month files and scans are fine.

  2. We extract and reconcile

    Every row is read, then checked: debits, credits, and running balances must add up before the document is marked clean.

  3. Download Excel, CSV, or QBO

    Dates, descriptions, and amounts land in separate, consistent columns. Open the spreadsheet directly or import the QBO file into QuickBooks.

Chase at a glance

JPMorgan Chase Bank, National Association was established in 1824, and has been FDIC-insured since 1934. It is chartered as a national bank, supervised by the Office of the Comptroller of the Currency (OCC), and is part of JPMorgan Chase & Co. Its branch network runs 5,377 offices across 49 U.S. states and territories. Earlier in its history it operated as Chemical Bank New York Trust Company, Chemical Bank and The Chase Manhattan Bank.

Total assets
$4.0T
Total deposits
$2.8T
Equity capital
$336B
Net income, YTD
$14.0B
Return on assets
1.44%
Return on equity
16.64%

Figures as of Mar 31, 2026, from public FDIC records. Money figures are approximate.

Chase statement anatomy

A sample business checking statement, and how LedgerBox reads each part during extraction and reconciliation.

The statement period sets the dates

Transaction rows often print MM/DD dates without the year. LedgerBox resolves the full date from the statement period, including periods that span a year boundary.

Sections become one transaction table

Deposits and withdrawals often sit in separate sections rather than one table. LedgerBox reads every section and exports one transaction per row, with separate debit and credit columns.

Balances drive reconciliation

Ending balances are checked against the extracted rows: debits, credits, and running balances must add up, and any row LedgerBox cannot verify is flagged for review instead of guessed.

Also worth knowing about Chase

Chase checking statements follow the layout shown here closely: deposits and withdrawals in separate sections, daily ending balances in their own section, and MM/DD dates without the year. Card statements group transactions by category (payments, purchases, fees, interest), and the export preserves the sign conventions so totals match the statement summary. Older statements downloaded as scans convert through OCR, with any row that misses the section totals flagged for review.

Chase conversion FAQ

Can I convert a combined Chase statement with multiple accounts?

Yes. Chase combined statements list each account in its own section, and LedgerBox splits them so every account's transactions export with the right opening and closing balances.

Chase's own CSV export is limited. Why convert the PDF instead?

Chase's Activity page download caps history at roughly 24 months and 1,000 rows, and it excludes the statement's balance summary. Statement PDFs go back further and carry the reconciliation data LedgerBox uses to verify every row.

How do I convert a Chase PDF statement to Excel or CSV?

Create a free LedgerBox account, upload the Chase PDF, and download the converted file. The free trial includes enough pages to try several statements, and no credit card is required.

Does it work with scanned or photographed Chase statements?

Yes. LedgerBox runs OCR-backed extraction, so image-based PDFs and scans convert the same way as digital statements. Reconciliation flags any row it could not read with confidence instead of guessing.

Is my Chase statement data secure?

Documents are encrypted in transit and at rest, processed in isolated storage, and never used to train models. You can delete uploaded documents at any time and they are permanently removed.

Which export formats are supported?

Excel (XLSX), CSV including QuickBooks 3-column and 4-column layouts, QBO for QuickBooks Web Connect, and JSON. Every export uses one transaction per row with separate date, description, debit, credit, and balance columns.

Does LedgerBox only work with the banks listed on this site?

No. LedgerBox reads the statement itself rather than matching it against bank-specific templates, so statements from any institution convert the same way. These pages are guides for the most searched-for banks, not a compatibility list.

Ready to convert your Chase statement?

Upload a PDF and download a clean spreadsheet in under a minute. No card required.

Get started free

Rather not import a file at all? Post statement rows straight into QuickBooks