Convert a JPMorgan Chase statement to Excel, CSV or Google Sheets
ParseForMe converts a JPMorgan Chase statement into a clean, structured spreadsheet. Upload the PDF — or a scan or photo — and it reads the account details, statement period, balances, and every transaction with its date, description, amount and running balance, ready for Excel, Google Sheets or QuickBooks.
Every field ParseForMe extracts
ParseForMe returns these fields for each document, each with a confidence score you can review and correct before exporting. The list comes straight from the extraction schema — it is exactly what the parser fills in.
Details
- Bank name
- Account number
- Iban
- Routing number
- Currency
- Opening balance
- Closing balance
Account holder
- Name
- Address
Period
- Start
- End
Transactions
- Date
- Description
- Amount
- Direction
- Running balance
- Category
How to convert a Chase statement to Excel
First download monthly statements as PDFs from Chase Online or the Chase mobile app. Then upload the PDF to ParseForMe — it reads every transaction into a table, scores each field so you can review anything uncertain, and exports to Excel, CSV, Google Sheets or QuickBooks. There is nothing to install and no manual typing.
What ParseForMe reads from a Chase statement
The account details and holder, the statement period, opening and closing balances, and one row per transaction — date, description, amount, debit or credit direction, running balance and a spending category. Every value carries a confidence score. The full field list is below.
JPMorgan Chase statements and spreadsheets
Chase is the largest US bank by assets, and its checking, savings and credit-card statements arrive as PDFs. Chase Online offers CSV activity for recent transactions, but older months, closed accounts and full statements are PDF-only — which is where converting to a spreadsheet helps.
Start from a ready-made template
Download the matching spreadsheet template, then upload it as your export format — your parsed data fills the columns exactly where you want them, every time.
Get the free templateFrequently asked questions
My bank lets me download CSV — do I still need this?
If your bank gives you clean CSV, use it. ParseForMe is for the common case where you only have a PDF: older or closed-account statements, foreign-currency accounts, or a PDF a client or accountant sent you.
Can ParseForMe read a scanned or photographed Chase statement?
Yes. Alongside downloaded PDFs it handles scans and phone photos (PNG, JPEG, TIFF, WebP) up to 20 MB.
Is my Chase statement handled securely?
Documents are processed for parsing only, and raw uploads are deleted after ingest. Your parsed transactions stay in your workspace for you to review and export.
Try it on your own document
Drop a document to see the structured data come back.