2026-09-29 · 4 min read

How to Download a Chase Statement in Excel

How to download a Chase statement in Excel: direct export plus the PDF-to-Excel fallback. Keep columns clean and balances reconciled.

Chase exports directly. Log in. Open the account. Choose statements, then download as CSV or Excel where offered.

Need older months? Download the PDF instead. Every Chase PDF carries the same table structure.

Convert the PDF when CSV is missing. Upload to a bank statement converter. Preview Date, Description, Debit, Credit, Balance. Download.xlsx.

Check the math once. Opening plus rows must equal closing. Then filter, sum, and import to Sheets or QuickBooks.

FAQ

Can I download a Chase statement directly in Excel?: Often yes via the Chase export option. For older periods, download the PDF and convert it to Excel with original columns preserved.
What if my Chase export is PDF only?: Upload the PDF to the Bank Statement Converter, preview rows, then download.xlsx or CSV with reconciled balances.

Now try it on a real statement

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