Chase Statements for Bankruptcy Filing
Preparing Chase bank statements for bankruptcy filing? Bankruptcy attorneys and filers need 6+ months of bank statements for means testing, Schedule I/J preparation, and trustee review in Chapter 7 and Chapter 13 cases.
Convert Chase Statements Instantly
BankScan AI converts your Chase statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance automatically. Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
About Chase Statement Format
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 Statement for Bankruptcy Filing
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. Download 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers of statements.
How It Works
Upload your Chase statement
Drop your JPMorgan Chase Bank statement PDF. Supports PDF. Need 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers? Upload them all.
AI extracts every transaction
Our AI handles Chase's MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance — extracting Current Monthly Income (CMI) for means test, payments to cre.
Use for bankruptcy filing
Download formatted Excel ready for bankruptcy filing. Income averaged over 6-month look-back period per means test form (B122A/B122C); expenses categorized per Schedule J; transfers over $600 in prior 2 years identified for SOFA
Chase + Bankruptcy Filing Features
- Chase optimised — Handles MM/DD/YYYY dates and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance
- Built for bankruptcy filing — Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
- Period coverage — Convert 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers of Chase statements in minutes
Convert Chase for Bankruptcy Filing — Fast
Bankruptcy petition triggers automatic stay immediately; however, required documents (including bank statements) must be filed within 45 days or the case may be dismissed
Convert Chase Statement Free