Chase · CSV

Convert a Chase statement PDF to a CSV file

Upload a Chase PDF statement and get a CSV file in seconds, verified to the penny against your statement balances. Free preview of every file.

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

  1. Sign in at chase.com or the Chase app.
  2. Open the account, then choose Statements & documents.
  3. Pick 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. Import into CSV

  1. Download the CSV from your results page.
  2. Open it in Google Sheets, Numbers or Excel, or import it into any accounting tool that takes CSV.
  3. Columns: Date, Description, Amount (negative for money out) and Balance where available.

About Chase statements

Chase's own activity download only covers recent transactions, so catch-up bookkeeping for older months usually starts from the PDF statements. Chase checking statements list deposits and withdrawals in separate sections; Utilly reads both and signs them correctly.

Works with Chase checking, savings and credit card statements. Layout tested: Separate Deposits and Additions / Withdrawals sections.

Why CSV?

CSV is the universal format: every spreadsheet and almost every accounting tool can read it.

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 statement PDF to a CSV file 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).

Why not just copy and paste from the PDF?

Copying from a PDF usually scrambles columns, merges descriptions and drops minus signs. Utilly keeps each transaction on one row with a signed amount, and the balance check tells you nothing was missed.

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.

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