Transform your JPMorgan Chase PDF statements into clean Excel or CSV files in seconds. Dedicated adapter for JPMorgan Chase format, triple OCR extraction, automatic transaction categorisation and private library included.
Bank
JPMorgan Chase
Currency
US Dollars (USD)
Date format
MM/DD/YYYY (month first)
Country
États-Unis
Every converted JPMorgan Chase statement produces a file with these columns:
JPMorgan Chase lets you download your transactions directly as Spreadsheet (CSV/Excel), Quicken and QuickBooks. Here's the step-by-step — plus what to do when you only have the PDF.
Sign in to Chase
Log in to Chase Online at chase.com or open the Chase Mobile app.
Open the account
Select the checking, savings or credit card account whose transactions you want to export.
Click the download icon
On the account activity page, click the download (down-arrow) icon near the top-right of the transactions list.
Choose format & date range
Pick "Spreadsheet (Excel, CSV)", select the date range, and download. Chase keeps roughly 24 months of activity online.
Log in to online banking
Go to JPMorgan Chase's website or mobile app and sign in with your credentials.
Select your account
Choose the checking or savings account whose transactions you want to export.
Open the Statements section
Look for "Statements", "eStatements", or "Documents" in the navigation. Most US banks keep 24 months of statements online.
Download the PDF
Select the month and click Download PDF. The file downloads in seconds.
Import your JPMorgan Chase transactions into a spreadsheet to visualise spending by category month over month.
Hand your accountant a structured file instead of an unreadable PDF. Compatible with QuickBooks, Xero, Sage, and most accounting software.
Consolidate multiple months of JPMorgan Chase statements into one Excel file to analyse cash flows and prepare reports.
The Pro plan includes automatic detection of unusual transactions (3× above the category median). Great for auditing accounts.
Drop your JPMorgan Chase PDF — no account needed for the first statement.
Drop a PDF or image here or click to browse
Max 20MB · processed by Mistral OCR
Drag and drop your statement or click to select it. PDF, PNG, JPEG, WebP or HEIC accepted, up to 20 MB. Multi-page statements are fully processed.
Triple OCR extraction (Mistral) with a dedicated adapter for your bank. Dates, amounts and descriptions are normalised automatically.
Your file is ready to open in Excel, Google Sheets or any accounting software. 15 automatic categories included.
Two ways. Directly from JPMorgan Chase: sign in, open the account, click the download/export icon above your transactions and choose Spreadsheet (CSV/Excel), Quicken and QuickBooks. Or, when you only have the PDF statement (e.g. older months, or a closed account), drop it on bankpdf — it extracts every transaction, cleans the descriptions and fills 15 categories automatically, then exports a clean Excel or CSV.
Drop your JPMorgan Chase PDF on bankpdf. The Mistral OCR engine extracts all transactions using a dedicated adapter for JPMorgan Chase — detecting the MM/DD/YYYY (month first) date format, US Dollars (USD) amounts, and description prefixes automatically. Download the Excel file in under a minute.
The Excel file contains: Date, Description, Debit (USD), Credit (USD), Balance, Category. The Category column is filled automatically (15 categories: Food, Transport, Housing, Health, etc.). You can recategorize in bulk via the AI chat.
Yes. Your PDF is sent to Mistral AI for OCR extraction (short retention policy). After extraction, the file is stored on private Vercel Blob in European infrastructure. Parsed transactions live in Neon Postgres, scoped to your account only. No data is sold or shared.
Free for up to 3 statements per month. Personal plan €6/month (25 statements + AI chat), Pro €19/month (100 statements, anomaly detection, budgets), Agency €99/month (unlimited fair-use). No commitment, cancel any time.
Create an account to save your statements in a private library, query your transactions in natural language and recategorise in bulk.