Chase credit card · All formats

Convert Chase credit card statements to Excel, CSV, QuickBooks or Xero

Turn Chase credit card PDF statements into CSV, Excel, QBO or Xero files, checked against the Previous and New Balance. Free preview, no sign-up.

Files deleted after 1 hourNever stored or used for trainingBalance check on every file
Processed in memory, never stored

1. Download the PDF from Chase credit card

  1. Sign in at chase.com or the Chase app.
  2. Choose the credit card, then Statements & documents.
  3. Select the month and download the PDF statement.

2. Upload and verify

Utilly reads every transaction, then checks that opening balance + transactions = closing balance. You'll see Balanced ✓ or exactly how far off it is, before you pay anything.

3. Download any format

Every conversion includes CSV (opens in Excel and Sheets), a QuickBooks .QBO Web Connect file and a Xero-ready CSV. One credit covers all formats.

About Chase credit card statements

Chase card statements put PAYMENTS AND OTHER CREDITS (negative amounts) and PURCHASE rows under Account Activity, with interest listed separately. Utilly reads every section and ties it to the Account Summary's Previous Balance and New Balance.

Works with Chase credit card Sapphire, Freedom, Ink and other Chase card statements. Layout tested: Account Activity split into payments/credits, purchases and interest.

Pricing

Preview any statement free. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.

FAQ

Questions

Can I convert a Chase credit card statement PDF to Excel, QuickBooks or Xero for free?

You can preview every statement free: we show the balance check and the first 5 transactions with no sign-up. Unlocking the full file costs one credit ($9 for 5 statements).

How do you handle payments and refunds on a card statement?

Charges, fees and interest come out as negative amounts (money out) and payments, refunds and statement credits as positive. We then check Previous Balance − payments/credits + charges = New Balance, so you know every row was captured.

Is my statement stored?

No. The PDF is read in memory and never written to disk, and extracted results are deleted after 1 hour. We never use your data for AI training.

Do scanned statements work?

Not yet. PDFs downloaded from online banking are text-based and work well. Scans and phone photos need OCR, which is on the roadmap.

What if it doesn't balance?

You'll see exactly how far off it is before paying. If a paid conversion is wrong and we can't fix it, email support@version1.io for a refund.