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Convert Chase bank statements to Excel

Chase keeps up to seven years of statements on chase.com and in the Chase Mobile app, all as PDFs. If you're reconciling a client's Chase checking account, pulling figures for a loan application or catching up on a year of business books, you'll want them as rows instead. Here's what's particular about Chase statements and what to check after converting one.

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How to get your JPMorgan Chase statement into Excel

  1. Download the PDF statement from JPMorgan Chase online banking

    • Sign in to chase.com or the Chase Mobile app.
    • On chase.com, click the Main Menu symbol and choose 'Statements & documents'; in the app, tap the 'Profile & Settings' icon, then 'Statements & documents' within Document manager.
    • Choose the year and account, then click the Open or Save icon for the statement.
    • Save the statement for the period you need as a PDF.
    Go to JPMorgan Chase Online Banking

  2. Upload it here

    Scans and phone photos work too.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Check the rows against the statement, then export.

Sample result

Your JPMorgan Chase statement in Excel

Made-up sample rows, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · USD
Sample bank statement rows with made-up data, amounts in USD
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Statement notes

What to know about JPMorgan Chase statements

Checking, savings and CDs on one statement

Chase may combine checking, savings and CD accounts that share an owner onto a single statement, with or without a request. Linked CDs don't get statements of their own; their balances show on the checking statement. When you import, send each account's activity to its own register.

Statement periods aren't calendar months

Chase says a statement period usually runs 28 to 32 days and may not match the calendar month, so a March statement can start in late February. Because every date comes out as YYYY-MM-DD, you can filter to the exact month you're closing, and the period check confirms each statement picks up where the last ended.

Check images, or not

By default Chase doesn't include paid checks or their images with the statement; you look them up online. With an image statement, the fronts of paid checks are printed on the statement pages instead. Those pages add length but no new transactions, since each check is already listed in the activity.

Output and review

From JPMorgan Chase PDF to your books

Accounting tip

If the account already feeds QuickBooks Online or Xero, import converted statements only for dates the feed didn't bring in; otherwise you'll create duplicates. Both accept a CSV upload; pick the file built for your software and the column mapping is mostly done.

  • Checked before export

    Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.

  • Export formats

    Excel, CSV, JSON, or QuickBooks and Xero CSV.

  • Private workspace

    HTTPS uploads, kept private until you ask support to delete them.

FAQ

JPMorgan Chase statement questions

Can I convert a Chase credit card statement?
Yes. A card statement is organised around purchases, payments and interest rather than deposits and withdrawals. Purchases and payments carry opposite signs in the output, dates are written in full, and you can reconcile the total against the new balance printed on the statement.
I need a Chase statement from more than seven years ago. Can I still convert it?
Chase's online archive won't have it, so you'll need a copy from Chase or a paper statement you kept. A scan works: text recognition reads the page, and the balance comparison shows whether every line came through before you rely on the numbers.
Can I import converted JPMorgan Chase rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your JPMorgan Chase statement to Excel

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