Convert a Chase statement to Excel or CSV
Chase’s own export covers the last two years. Its statements cover up to seven. The converter is for the five-year difference, and for the PDFs that arrive from other people.
Tickvouch converts Chase PDF statements to CSV or Excel in the browser. The file is not uploaded. Every conversion runs a reconciliation check: opening balance plus every transaction must equal the closing balance, shown as PASS or FAIL with the arithmetic.
- Statements online
- up to 7 years, depending on account type
- Native export formats
- CSV, QFX, QIF, QBO (desktop)
- Native export window
- last two years
Bank details on this page last verified 13 August 2026, on Chase's own pages unless the text says otherwise. What we could not verify is left out, not hedged.
Convert your Chase statement here
This is the whole tool, running on this page. The PDF is read on your machine; nothing is uploaded. Turn your internet off and convert anyway. That is the test.
Drop a PDF statement here
or click to choose one. One file in, one checked spreadsheet out.
Text-based e-statements from online banking, not scans or phone photos.
No account. No card. No sign-up to convert a statement.
What this page is doing
A FAIL never blocks the download. You get the file and the warning, not one held hostage to the other.
Get your PDF statement from Chase
Sign in at chase.com, open the Main Menu at the top left and choose "Statements & documents". Pick the year and the account, then click the Open or Save icon next to the statement. In the app: Profile & Settings, then "Statements & documents", then Statements.
Chase’s export is good. Here is when you still need this
Credit where it is due. On desktop, Chase downloads transactions as a spreadsheet (CSV), Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF), or QuickBooks Web Connect (QBO), for the last two years, per Chase's own Spending Planner help page. If you need recent data from your own open account, use that and skip this page.
Tickvouch is for what the export cannot reach: statements older than two years, closed accounts, and Chase PDFs a client, tenant or accountant sent you. You hold the document, not their login.
What Tickvouch does with it
Upload the Chase PDF statement. Tickvouch reads the transaction table and writes a clean CSV or Excel file.
Every conversion is checked: opening balance plus every transaction must equal the closing balance. You see PASS or FAIL, with the arithmetic, before you download. A FAIL is never hidden.
The file never leaves your browser. Turn off your internet and convert anyway: it still works, which is how you check that claim instead of believing it.
Text-based e-statements only. Scanned statements are not supported yet, and Tickvouch says so instead of guessing.
Questions
Can Chase export transactions as CSV directly?
Yes. On desktop, Chase downloads CSV, QFX, QIF or QBO for the last two years. Use it for your own open accounts.
How far back can I get Chase statements?
Chase says you can access up to 7 years of statements online, depending on the account type.
Is my statement uploaded to a server?
No. The conversion runs in your browser and the file never leaves your machine. Disconnect your internet and convert to prove it.