Chase statement workflow

Convert Chase bank statement PDFs to CSV

Choose a Chase statement PDF, review extracted transactions, and export CSV or Excel rows for bookkeeping, analysis, or accounting prep.

CSV export for Chase statement transactions
Chase PDF CSV Excel

Works from PDFs

Convert a statement PDF you downloaded from Chase online banking.

CSV or accounting export

Use CSV for spreadsheets or export QBO, OFX, or QIF after review if needed.

Private parser

Statement contents are processed locally in your browser.

1
Choose bank statement PDF step

Choose the statement

Choose a text-based bank statement PDF, add a batch on bulk plans, or paste statement text when a PDF is locked.

2
Parse transactions from a bank statement step

Extract transactions

StatementForge looks for dates, descriptions, withdrawals, deposits, net amounts, and balances.

3
Review extracted statement rows step

Review rows

Check and edit the transaction table before exporting, especially for unusual layouts or rows that need manual review.

4
Export bank statement data step

Export the file

Download CSV, XLSX, JSON, QBO, OFX, or QIF depending on the workflow you need.

Chase-style statement rows converted into CSV
Browser-only CSV

Useful for

QuickBooks prepReview rows before exporting CSV or QBO for accounting workflows.Expense cleanupSort Chase transactions in a spreadsheet instead of copying from PDF.Old statementsConvert historical PDFs when a transaction download is unavailable.

Before you export

  • Works best with downloadable text-based PDF statements. Local image-to-text can read the first 8 scanned pages and needs manual review.
  • Always review exported rows before importing them into accounting software.
  • StatementForge is not a bank integration. It converts statement files that you provide.

Is StatementForge connected to Chase?

No. It converts downloaded statement files and does not access your Chase account.

Can I convert Chase statements to QBO?

You can export QBO from reviewed rows, but always test the import preview in your accounting software.

Does it store my Chase statement?

No. Statement contents are not uploaded for conversion.

Can I combine multiple Chase PDFs?

Yes, according to the bulk limits on your plan.

Convert a Chase statement PDF to CSV.Convert now