How to Convert Chase Credit Card Statements to Excel (2026)
If you've ever tried to export your Chase credit card transactions to Excel, you've probably noticed something frustrating: Chase doesn't offer CSV downloads for credit cards. Their CSV export is limited to checking accounts only.
That means your only option for getting Chase credit card transactions into a spreadsheet is to manually type them in — or use a converter tool to extract the data from your PDF statement automatically. (For a complete overview of all conversion methods, see our credit card statement to Excel guide.)
In this guide, we'll walk through exactly how to do it.
Why Chase Only Provides PDF Statements
Chase provides credit card statements exclusively as PDF files through their online portal at chase.com. Unlike checking accounts, which offer CSV and QFX download options, credit cards are limited to PDF format. This isn't unique to Chase — PDF is an industry-wide standard for credit card statements across all major issuers. For a full breakdown of all conversion methods and how AI extraction works, see our complete credit card statement to Excel guide.
This is a common frustration for anyone who needs to:
- Track expenses in a spreadsheet for budgeting
- Prepare tax documentation for business expenses
- Import transactions into accounting software like QuickBooks or Xero
- Analyze spending patterns across categories
- Reconcile credit card charges with receipts
The good news is that converting a Chase PDF statement to Excel takes about 30 seconds with the right tool.
Step-by-Step: Convert Your Chase Statement
Download Your Chase Statement PDF
First, you need the PDF file from Chase:
- Log in to chase.com or open the Chase mobile app
- Navigate to your credit card account
- Click "Statements" in the top navigation menu
- Select the statement period you want to convert
- Click "Download" to save the PDF to your computer
Chase keeps up to 7 years of statements available for download. Each statement covers one billing cycle and includes all purchases, payments, credits, fees, and interest charges.
Upload to CreditCardToExcel
Once you have the PDF:
- Go to CreditCardToExcel.com
- Drag and drop your Chase statement PDF into the upload area (or click to browse)
- Wait a few seconds while our AI extracts the transactions
The converter uses AI to read your Chase statement and identify every transaction, including the date, merchant name, and amount. It handles Chase's specific formatting — including multi-line descriptions, rewards summaries, and fee breakdowns.
Download Your Excel File
After processing, you'll see all your extracted transactions in a preview table. Each transaction is automatically categorized (groceries, dining, travel, etc.).
Click "Download Excel" for an .xlsx file or "Download CSV" if you need CSV format for importing into other tools.
That's it — your Chase credit card transactions are now in a spreadsheet.
Which Chase Cards Are Supported?
CreditCardToExcel works with all Chase credit card statement PDFs:
- Chase Sapphire Preferred and Sapphire Reserve
- Chase Freedom Unlimited and Freedom Flex
- Chase Ink Business Preferred, Cash, and Unlimited
- Amazon Prime Visa
- United Explorer and other co-branded cards
The converter handles any Chase credit card statement format, regardless of when it was issued.
What Gets Extracted?
Each transaction in your Excel file includes:
| Column | Example |
|---|---|
| Date | 01/15/2026 |
| Description | WHOLE FOODS MARKET #10234 |
| Amount | $127.43 |
| Category | Groceries |
Credits and payments appear as negative amounts, making it easy to calculate your net balance in the spreadsheet.
💡 Chase-Specific Note
Common Questions
Frequently Asked Questions
Chase doesn't offer a direct Excel download for credit card statements. Chase provides credit card statements as PDF files only — their CSV and QFX export options are limited to checking and savings accounts, not credit cards. To get your Chase credit card transactions into Excel, you need to convert the PDF statement using a tool like CreditCardToExcel, which extracts the transactions and downloads them as an .xlsx file in about 30 seconds.
Yes. With a Pro or Business plan, you can upload multiple PDF statements in a single batch. Each statement gets its own sheet in the Excel file, or you can download all as separate CSV files in a ZIP.
Yes. If your Chase statement is password-protected (some downloaded statements are), the converter will prompt you for the password before processing.
Your statement is processed securely and never stored on our servers. The PDF is sent to our AI for extraction, the transactions are returned to your browser, and the file is discarded. We don't keep copies of your statements.
Our AI is specifically trained to handle credit card statement formats. For Chase statements, accuracy is typically 99%+ for transaction dates, descriptions, and amounts. We always recommend a quick review of the extracted data before using it.
The Bottom Line
Chase's PDF-only policy for credit card statements is an inconvenience, but it doesn't have to mean hours of manual data entry. CreditCardToExcel converts your Chase statement to a clean Excel spreadsheet in seconds — try it free, no signup required.
You can also visit our Chase converter page for a quick-start experience tailored to Chase statements.
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