Convert Chase Bank Statement to Xero
Chase is the largest consumer bank in the United States, serving over 80 million households with checking, savings, credit card, and mortgage products. Chase PDF statements include detailed transaction descriptions and running balances, making them ideal for conversion to spreadsheet format for budgeting and tax preparation.
Send transactions directly to Xero or import via CSV bank statement.
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CSV, Excel, JSON
Multiple formats
Convert in 3 simple steps
No manual data entry. No spreadsheet wrestling.
Upload your PDF
Drag and drop your Chase Bank statement PDF or click to browse.
Automatic extraction
Our parser detects Chase Bank formatting and pulls every transaction accurately.
Download your data
Get a clean CSV ready for Excel, QuickBooks, Xero, or any accounting app.
How to download your Chase Bank statement
To download your Chase statement, log in at chase.com and click on the account you need. Select 'Statements & documents' from the left menu (on mobile, tap the three-dot menu then 'Statements'). Choose the statement period and click the PDF download icon. Chase keeps statements available for up to 7 years online. If you need older statements, you can request them by calling Chase or visiting a branch. Credit card statements are found under the same menu but listed separately from bank account statements.
Other export formats
Convert to CSV
CSV files work with Excel, Google Sheets, QuickBooks, and any accounting app.
Convert to Excel
Excel (.xlsx) files with formatted columns for financial analysis.
Convert to JSON
Structured JSON data for developers, APIs, and automated workflows.
Convert to QuickBooks
Import transactions into QuickBooks Online or Desktop via CSV export.
Frequently asked questions
Statement Pro supports Chase Total Checking, Chase Savings, Chase Sapphire, Chase Freedom, Chase Ink business cards, and other Chase credit card statement PDFs. Both personal and business account statements are supported.
Chase statements use MM/DD date formatting with transaction descriptions that include merchant names and reference numbers. Statement Pro parses these automatically, extracting the date, description, and amount into separate CSV columns.
Yes, you can upload multiple Chase statement PDFs in a single batch. Each PDF is processed independently, so you can convert an entire year of statements for tax preparation or bookkeeping in one upload.
Chase makes statements available online for up to 7 years. Download the PDF statements from chase.com under Statements & Documents, then upload them to Statement Pro for conversion.
Common reasons include importing transactions into accounting software like QuickBooks or Xero, preparing expense reports, organizing tax deductions, reconciling business expenses, or analyzing spending patterns in a spreadsheet.
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