How to export bank statements from Chase (PDF and CSV)

Chase gives you two different things people both call a "statement": the official monthly PDF, and a downloadable file of account activity. Which one you want depends on the job — proof for a landlord or lender needs the PDF; getting numbers into a spreadsheet or accounting app needs the data file.

The official monthly PDF

On the Chase website, sign in and open the account, then look for Statements & documents (sometimes "See statements"). Pick a month and download the PDF. In the mobile app it's under the account's menu, usually Statements. Chase keeps several years of monthly statements available, so closed months are still there. Exact menu wording shifts between app versions, but the document lives with the account either way.

The data file (CSV / Excel / QFX / QBO)

For data rather than a document, use the account-activity download: open the account, choose a date range, and export as CSV/Excel or one of the bank-download formats (QFX for Quicken, QBO for QuickBooks). This is the cleanest path when it's available — the file already carries dates and signed amounts, so there's nothing to reconstruct. The activity window can be shorter than the statement history, which is where the PDF route earns its place for older months.

When PDF is all you can get

Older months, or statements someone forwarded to you, often come only as PDF — and a PDF isn't data yet. Convert it with a tool that re-validates dates and amounts rather than trusting raw OCR, then check the converted totals against the statement's printed balances. The Chase converter page does this and hands back a clean CSV/Excel/QuickBooks file with each merchant identified, and this guide explains why that validation step matters.

Getting it into your books

Once you have a clean file, importing is a mapping exercise per app — QuickBooks, Xero and YNAB each have their own layout quirks. If you're pulling several months for taxes or a loan, merge them into one deduplicated file first.