Chase Bank Statement to Excel: Step-by-Step

JPMorgan Chase is the largest bank in the US, which means millions of people are downloading Chase PDF statements every month. Unfortunately, Chase's specific layout makes their PDFs notoriously difficult to convert into clean Excel data using standard OCR tools.

Why Chase Statements Break Normal Converters

If you've tried uploading a Chase statement to a free PDF converter, you've likely seen these errors:

• The "Split Account" Issue: Chase often puts Checking and Savings accounts inside the exact same PDF document. Generic converters mash the tables together, ruining the balances.
• Multi-line Descriptions: Chase puts the merchant name on one line, and the location data/date on the line below it. Standard tools split these into two different spreadsheet rows.
• Text Wrapping: Long descriptions spill over, disrupting the column structure.

The Fastest Way to Convert Chase to Excel

If you don't want to spend 45 minutes manually fixing rows, you need an AI tool that actually "understands" the Chase format.

Step 1: Download your Official Statement

1. Log into Chase.com.
2. Click on your account, then click "Statements & documents".
3. Download the specific month's .pdf file to your computer.

Step 2: Upload to MyPDFtoExcel

Instead of fighting with generic formatting, use our dedicated parser.

1. Go to the Converter tool.
2. Drag and drop your Chase PDF.
3. The AI will automatically recognize it as a Chase document. It will intelligently group multi-line descriptions into a single cell and separate Checking vs. Savings transaction blocks.

Step 3: Analyze in Excel

Download your .xlsx file. You will now have perfectly isolated columns for Date, Description, Amount, and Balance. You can immediately start putting your data into Pivot Tables, categorizing expenses, or searching for specific deductions.