Chase + Coconut: Bridge the Gap
Need to get your JPMorgan Chase Bank bank statement into Coconut? Chase uses MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance — which needs converting to CSV (Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses) for Coconut import.
How BankScan AI Converts Chase for Coconut
Convert statements from other bank accounts to CSV with BankScan AI and import them into Coconut to get a complete picture of your business finances. 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.
How It Works
Upload your Chase PDF
Drag and drop your Chase statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Coconut
Our AI parses Chase's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Coconut
In Coconut, go to Transactions > Import. Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data.
Coconut Import Tip
Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
Chase to Coconut 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
- Coconut formatted — Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Chase Data into Coconut
After converting your Chase statement with BankScan AI:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Import Chase into Coconut Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Chase to Coconut Free