Why Convert Chase to Excel?
Convert your JPMorgan Chase Bank bank statement from PDF to Excel format. Microsoft Excel (.xlsx) is the most versatile output format — ideal for sorting, filtering, pivot tables, and custom formulas on your bank data. — BankScan AI handles MM/DD/YYYY dates and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance automatically.
Excel Output Details
Microsoft Excel (.xlsx) is the most versatile output format — ideal for sorting, filtering, pivot tables, and custom formulas on your bank data. BankScan AI outputs .xlsx files with formatted headers, auto-sized columns, date cells (not text), and numeric amounts — so SUM, VLOOKUP, and pivot tables work immediately without reformatting. Chase statements use a clean monthly format with separate sections for deposits, withdrawals, and checks. BankScan AI's US parser handles Chase's unique layout including direct deposits and ACH transfers.
Getting Your Chase PDF
In Chase Online, go to your account, click 'Statements & documents', select the month, and download as PDF. For transaction exports, click the download icon on your account activity page and choose CSV, OFX, or QFX format.
How It Works
Upload your Chase PDF
Drop your Chase bank statement PDF into BankScan AI. Supports PDF formats.
AI extracts all transactions
Our engine parses Chase's MM/DD/YYYY dates and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance with 99%+ accuracy.
Download as Excel
Get your data as Excel (.xlsx). Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Chase to Excel Features
- Chase optimised — Trained on Chase's sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance with MM/DD/YYYY parsing
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Format compatibility — Compatible with Xero (via CSV re-save), QuickBooks (via CSV re-save), Sage
Convert Chase to Excel Now
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Convert Chase to Excel Free