Chase UK + Clear Books: Bridge the Gap
Need to get your Chase (J.P. Morgan UK) bank statement into Clear Books? Chase UK uses DD/MM/YYYY and modern minimal layout with single Amount column, merchant category, and running balance — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts Chase UK for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Chase UK statements use a modern, minimal layout with merchant categories and cashback details. BankScan AI extracts all transaction data including rewards information.
How It Works
Upload your Chase UK PDF
Drag and drop your Chase UK statement. Supports PDF with DD/MM/YYYY handling.
AI converts for Clear Books
Our AI parses Chase UK's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
Chase UK to Clear Books Features
- Chase UK optimised — Trained on Chase UK's modern minimal layout with single Amount column, merchant category, and running balance with DD/MM/YYYY parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts DD/MM/YYYY to DD/MM/YYYY automatically
Import Chase UK Data into Clear Books
After converting your Chase UK statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import Chase UK into Clear Books Today
Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Chase UK to Clear Books Free