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Chase

How to Convert a Chase Bank Statement to CSV

CSV Bank · 2026 · 5 min read

Chase is one of the most widely used banks in the US. If you download your statements as PDFs, CSV Bank can convert them to spreadsheet format in seconds — no software required.

Step 1: Download Your Chase Statement

Log into chase.com or the Chase mobile app. Go to your account, select Statements, and download the PDF for the period you need.

Step 2: Convert with CSV Bank

Visit csvbank.com and drop your Chase PDF onto the converter. Processing takes 2–5 seconds for most statements. Your data never leaves your browser.

Step 3: Filter and Download

Use the date range filter to narrow down transactions if needed, then download as CSV or Excel. You can also filter by category — dining, shopping, utilities, and more are detected automatically.

Which Chase Accounts Are Supported?

Why Convert to CSV Instead of Using Chase's Export?

Chase does offer a built-in export feature, but it has limitations — you can only export 90 days at a time, and the format varies. CSV Bank lets you convert any statement PDF regardless of date range, and adds automatic categorisation that Chase's export doesn't include.

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