Get a Chase statement PDF into Excel

Your Chase statement came as a PDF, and you want the transactions in a spreadsheet: one row each, with columns you can sort and add up. Copying and pasting out of a PDF usually leaves you with merged cells and broken lines. PaperRows reads the statement in your browser and gives you a CSV file that opens in Excel.

One thing up front: you get a CSV, not an Excel workbook (.xlsx). Excel opens a CSV like any other spreadsheet, and you can save it as a workbook from there.

Chase support is in beta. No real Chase statement has been through our full review yet, so we call it beta. We read it with the same checks as every other bank, and if a row is wrong, the refund rule covers it.

Convert your Chase statement. The preview is free, and the file never leaves your browser.

How to get it into Excel

  1. Download the monthly statement from chase.com. Sign in on a computer, open Statements & documents, pick the checking account and the month, and save the PDF that opens. Use the original file, not a printout of your activity or a scan. The Chase help page has the full steps.
  2. Drop the PDF into the converter. PaperRows reads it in your browser. The file is not uploaded.
  3. Look over the free preview. Every transaction, with the page and line it came from, and the checks against the totals on the statement. If PaperRows cannot read the file, it tells you why before you pay anything.
  4. Pay $5 and click Download plain CSV. One payment unlocks that statement. You also get a QuickBooks Online CSV if you need one.
  5. Open the CSV in Excel. Use File > Open, or double-click the file if Excel is your spreadsheet app.

What you will see in Excel

The plain CSV has these columns:

page line date description amount balance
2 14 2026-12-30 CARD PURCHASE 12/29 HARDWARE STORE -42.18 1957.82
2 15 2026-12-31 PAYROLL DEPOSIT 2400.00 4357.82
3 3 2027-01-02 CHECK 1043 -650.00 3707.82

(These are made-up example rows, not real data.)

  • One amount column. Money in is positive, money out is negative.
  • page and line point at the exact spot on the PDF, so you can check any row against the statement.
  • Dates with the year filled in. Chase prints dates like 12/30 with no year. PaperRows takes the year from the statement period. If a date does not fit the period, the preview shows no rows.
  • No formulas. If a description starts with =, +, - or @, it gets an apostrophe in front so Excel does not treat it as a formula.

Which Chase statements work

  • Personal checking. Yes.
  • Small business checking. Yes, when the statement has one transaction table. The sectioned layout, with separate deposits, checks paid and withdrawals tables, is not read yet. The free preview tells you so before you pay.
  • Not yet: savings, CDs, money market, Chase credit cards, and statements that combine checking and savings in one PDF.
  • Text PDFs only. Scans and password-protected files are refused.

Checked against your statement

PaperRows adds up what it found and compares it with the totals printed on the statement. If a check fails, the preview names the check and shows no rows and nothing to buy. We never guess a row to make the numbers work.

Matching totals cannot prove every row is right, so look over the preview before you pay. If a row is wrong, missing or extra, you get a full refund.

What it costs

The preview is free and needs no account. Downloading the CSV files for a statement costs $5. No subscription needed.

Other ways to use a Chase statement

PaperRows is independent and is not connected with JPMorgan Chase or Microsoft.