Use the PDF for the specific Chase account and statement period you need. If your online banking offers a suitable transaction export, that may avoid PDF extraction entirely. Menu names and document availability can vary by account and banking interface.
Prepare your statement
Sign in through Chase's official app or website and locate your account statements. Download the original PDF where available, then confirm the account and all pages of the period are included. Use Chase's statements information if you need help locating documents.
Do not combine checking, savings, and credit card records just because they cover the same month. Our standard workbook has one Summary sheet and one Transactions sheet; it does not create a separate worksheet for every account.
Convert the PDF
- Open the Chase conversion page.
- Upload a readable, unlocked PDF of up to 25 MB.
- Convert it and download Excel.
- Check the account information and transaction rows against the PDF.
Check these details
Transaction dates: credit card documents can show both a purchase date and a posting date. The export has a single Date column, so compare it with the date needed for your workflow. It does not retain a second date column.
Wrapped descriptions: inspect long transfer and payment descriptions around line breaks. Make sure a continuation line was not treated as another transaction.
Account sections: confirm the totals refer to the intended account. For combined statements, prepare separate account PDFs rather than relying on automatic account separation.
Use the result
Keep Excel for analysis. If you plan to import into QuickBooks, first read the QuickBooks preparation guide, including its account-type limitations. For a scan of an older statement, use the scan preparation checklist.