LedgerBox

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
$0.00
Reconciliation difference to pass
Any bank
No template needed
20
Files in a single drop

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 Aug 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 processed, 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.

How to download a Chase statement

  1. Sign in to online banking

    Statements sit behind the login at www.jpmorganchase.com, usually under a heading like statements, documents, or paperless. A mobile app often shows fewer months than the browser does.

  2. Take the statement, not the transaction export

    A statement PDF carries the opening and closing balances; a transaction CSV or spreadsheet download does not. Those balances are what a reconciliation checks the rows against, so the PDF is the more useful file even though the CSV looks readier.

  3. Download every month you need, one PDF each

    Most banks issue one statement per account per month. Download the whole range before you start, because the online window is limited and a period that falls out of it becomes a request to the bank rather than a click.

  4. For anything older, ask the bank

    Statements past the online window, and every statement from a closed account, are retrieved by request. Banks keep the records for years after closure and will pull them, usually for a fee.

The account is already closed? How to request statements from a closed account

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 processes 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 processes 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 covers your first statement with no credit card, and sharing LedgerBox with a colleague opens enough pages for several more.

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?

LedgerBox encrypts documents in transit and at rest. It isolates each organization. Customer documents do not train a model. Contact LedgerBox to erase stored files.

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 processes 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. No card required.

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