Convert a Chase statement PDF to Excel

For the last two years, download the activity straight from chase.com as CSV, QFX or QBO. For older Chase statements, open the PDF in PDFCells: it takes the year for Chase’s MM/DD dates from the statement period and signs each section, so the CSV, OFX and QBO exports come out with full dates and signed amounts once the statement ties. In the Excel export, dates and section amounts stay as printed.

Updated October 21, 2026

What a Chase statement looks like

Statement	Sections	Columns	Dates and signs
Credit card (published 2017 statement)	ACCOUNT ACTIVITY, split into PAYMENTS AND OTHER CREDITS, PURCHASES and INTEREST CHARGED	Date of Transaction, Merchant Name or Transaction Description, $ Amount	MM/DD, no year. Payments and credits carry a leading minus (`-4,000.00`); purchases are unsigned.
Business checking (published 2020 statement)	DEPOSITS AND ADDITIONS, CHECKS PAID, ELECTRONIC WITHDRAWALS, then DAILY ENDING BALANCE	Date, Description, Amount per section	MM/DD, no year. Amounts are unsigned; the section says which way the money moved. No running balance on the rows.

Some personal checking statements are reported to use a single TRANSACTION DETAIL table with Date, Description, Amount and Balance; we have not seen a primary copy, so check yours. The card statement’s year is in “Opening/Closing Date” (for example 12/29/16 - 01/28/17), and a January statement can include December purchases.

Converting it with PDFCells

Download the statement PDF from Chase online banking (Statements & documents). A PDF saved from online banking has a text layer, so it is read exactly and free.
Open it at pdfcells.com. The PDF is opened and converted on your device. Nothing leaves the browser unless you choose an AI feature, and then only what that feature needs (exactly what is sent).
Check each table against the page in the grid. Untick any table you don’t want, such as a daily balance summary.
Download Excel.

Signs on checking: because deposits and withdrawals are printed unsigned in separate sections, both come out positive in Excel. In the Excel sheet, negate the withdrawal and check sections (multiply by −1) before adding them up; the CSV, OFX and QBO exports sign each section for you.
Signs on card statements: payments keep their minus sign, so a sum of the amount column equals purchases minus payments.
Amounts under $1: Chase card statements print them without a leading zero (.99); PDFCells reads them as 0.99.
Daily ending balance: printed as several Date/Balance pairs side by side. It isn’t a list of transactions; if it comes out as its own table, untick it, or check that its rows didn’t join the last section.
Statement formats: each date takes its year from the statement period (with “Opening/Closing Date 12/29/16 - 01/28/17”, 12/28 is 2016 and 01/05 is 2017), deposit and withdrawal sections are combined and signed, and OFX, QBO, the Xero CSV and the bank CSV are offered once the statement ties to its summary.

Adding the year in Excel

The statement prints the year only in its period (“Opening/Closing Date 12/29/16 - 01/28/17”), so in the Excel export the date column stays as printed text such as 01/05. If you only need the transactions, the bank CSV export already has full dates (it takes the year from the statement period). To add the year in the Excel sheet instead, put the closing year in F1 and the closing month number in G1, then fill this down a new column:

=DATE($F$1-(VALUE(LEFT(A2,FIND("/",A2)-1))>$G$1), VALUE(LEFT(A2,FIND("/",A2)-1)), VALUE(MID(A2,FIND("/",A2)+1,2)))

Rows from a month after the closing month (December rows on a January statement) get the previous year. Format the column as a date and copy it over the original as values.

Chase’s own download

Chase’s Spending Planner article says that on a computer you can download transactions as CSV, Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF) or QuickBooks Web Connect (QBO) for the last two years; the mobile app gives PDFs for the last calendar year (chase.com, checked October 2026). For that window it is the easier route.

Questions

How do I convert a Chase statement to Excel?

For activity in the last two years, download CSV from chase.com on a computer. For older statements, open the PDF in PDFCells, check the tables and export the bank CSV, which has full dates and signed amounts, or Excel, where you add the year to the MM/DD dates yourself.

Why are Chase withdrawals positive in Excel?

Chase checking statements list deposits and withdrawals in separate sections with unsigned amounts. Multiply the withdrawal and check sections by −1 in Excel. The CSV, OFX and QBO exports sign them by section.

Can I get a QBO file from an old Chase statement PDF?

Yes, once the statement ties: PDFCells takes the year for the MM/DD dates from the statement period and signs each section. If the PDF prints no period, pick the statement year in the export panel. For the last two years, Chase’s own QBO download is simpler.