Chase bank statements to Excel, CSV or QuickBooks

How it works

1. 1Upload the statement PDF, digital or scanned, from any bank.
2. 2Arkrel totals every row against the opening and closing balance printed on the statement, including each running balance where printed.
3. 3Download QuickBooks CSV, Xero CSV, OFX, Excel, CSV or JSON, with any reconciliation mismatch shown. The results identify the affected transaction numbers when running-balance checks locate them.

What Chase documents about statement history

• Chase documents that statements are available for up to seven years, depending on the account.

  https://www.chase.com/personal/mobile-online-banking/login-paperless

For recent transactions, the export option inside your Chase account shows exactly how far back its CSV or Excel download goes.

Checked 2026-09-27.

When to convert the PDF instead

For Chase transactions outside whatever window your own account currently offers for download, or for a stack of older Chase statements you're catching up on, the PDF statement is the practical source.

QuickBooks Online can extract some PDF and image bank statements directly, and Xero can import a PDF bank statement for eligible US and Canadian organizations, excluding Xero Ledger. Choose an import route for your Chase statements based on the files and account history you need to add. If you choose Arkrel, you can prepare years of older Chase statements, a mix of scanned and digital files, several statements at once, or any PDF whose rows you want totaled against its own printed balances before it goes into your books.

Statement arithmetic before you download

Arkrel doesn't need a Chase template. It totals every row against the opening and closing balance printed on the statement. Where a running balance is printed, it also reconciles each extracted row with the preceding row. The results show any mismatch in our reading. The results identify the affected transaction numbers when running-balance checks locate them.