Chase Statements + Landlords Workflow
As landlord, you regularly handle Chase bank statements. Landlords managing multiple properties need to track rental income and expenses from bank statements for tax returns.
BankScan AI: Chase to Excel for Landlords
BankScan AI converts Chase statements to Excel automatically — handling MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance. Convert your bank statements to Excel to easily categorise rental income, maintenance costs, and mortgage payments for self-assessment.
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.
Chase Statement Quirks
Chase uses MM/DD/YYYY with sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance. Common issues: Transactions are grouped by type rather than chronologically which complicates date-ordered reconciliation, Zelle transfer descriptions truncate recipient names, and Chase Sapphire reward redemptions appear as statement credits that can be confused with refunds. BankScan AI handles all of these automatically.
How Landlords Handle Chase Statements
When working with Chase statements, landlords need to Landlords review bank statements to confirm tenant rent payments have been received, match maintenance invoices against bank debits, track mortgage interest payments for tax relief calculations, and c
Key terms you'll encounter: rental yield, Section 24, allowable expenses, wear and tear allowance, capital gains.
How It Works
Upload Chase statement
Drag and drop your Chase PDF. Supports PDF. Our AI handles MM/DD/YYYY automatically.
AI parses the statement
Our AI understands Chase's sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance and extracts every transaction with 99%+ accuracy.
Use in your landlords workflow
Download Excel ready for Excel, Hammock or direct analysis.
Chase + Landlords Features
- Transactions are grouped — by type (deposits, electronic withdrawals, checks) rather than chronologically
- Daily Ending Balance — section provides a day-by-day balance summary
- Built for Landlords — Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
- Software compatible — Output works directly with Excel, Hammock, Landlord Vision
Convert Chase Statements — Built for Landlords
Handles MM/DD/YYYY dates, sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance, and PDF formats automatically.
Convert Chase Statements Free