Chase UK + Sage: Bridge the Gap
Need to get your Chase (J.P. Morgan UK) bank statement into Sage? 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, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount) for Sage import.
How BankScan AI Converts Chase UK for Sage
BankScan AI's CSV output is compatible with Sage's bank statement import. The date format, transaction descriptions, and amount columns are mapped automatically. 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 Sage
Our AI parses Chase UK's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Sage
In Sage Accounting, go to Banking > select your bank account > Import statement. Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import.
Sage Import Tip
Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
Chase UK to Sage 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
- Sage formatted — Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
- Date conversion — Converts DD/MM/YYYY to DD/MM/YYYY automatically
Import Chase UK Data into Sage
After converting your Chase UK statement with BankScan AI:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Import Chase UK into Sage Today
Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Chase UK to Sage Free