Convert a Chase statement to CSV
Turn a Chase statement PDF into a clean, reconciliation-ready CSV file in under a minute — no template setup, including many bank formats that template-based tools struggle with.
How to convert your Chase statement
- Upload the PDF. Drag your Chase statement into BankTidy. One file or a batch.
- We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
- Download CSV. Get a CSV file that's ready for your books.
Why BankTidy handles Chase statements that other tools miss
Chase, the consumer and commercial banking arm of JPMorgan Chase, is one of the largest banks in the United States, and its statements land on bookkeepers' desks more than almost any other. Practices routinely handle Chase business checking, Total Checking, savings, and a wide range of Chase-branded credit cards, which means statement volume and formatting can swing from a two-page personal summary to a dense multi-page business account. BankTidy reads whatever Chase PDF you upload without relying on a fixed template, then checks that every transaction it extracts adds up to the closing balance printed on the statement so your export starts already balanced.
Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide
Frequently asked questions
Is it safe to convert my Chase statement?
Yes. You upload a statement you already have — there's no Chase login and no account linking. Files are processed only to produce your CSV file and are not used to train anything; data is encrypted in transit and at rest.
Does this work if my Chase statement is scanned or a photo?
Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.
Will the CSV output balance?
Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.
How many Chase statements can I convert?
Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.
Do I have to subscribe?
No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.
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