Convert statements to excel.
Chase Statement Converter
Statements can be requested through the Chase app or via the Net Banking website.
You can convert your Chase PDF statements to excel on this page. These are some of the more frequently processed layouts for Chase.
See the following guide for how to download your PDF statements.
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When only one account is present in the statement the opening and closing balances are used to ensure that all transactions have been extracted. This is done by adding up all of the credit and debits to ensure that the balance matches the difference between the opening and closing balance.
Chase UK bank statements contain the year in the date column, the months are displayed in text so we convert those to number to make them compatible with cloud accounting import standards. They transactions contained signed values for the amounts and a running balance.
Table headers are displayed on each page of the bank statement that contains transactions, this helps with filtering other data such as notices and advertisements.
Need Help?
Getting Chase statements into excel is a common task. For any questions please reach out.