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Convert your Chase UK statement to Excel

Chase UK is a bank based in London, United Kingdom. Its account statements are issued as PDFs through online and mobile banking. Upload the statement PDF below and download an Excel (.xlsx) workbook — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

Chase UK statements to Excel: what you get

Excel is where most statement clean-up happens, and this export is built for it: the Chase UK transactions land in a typed spreadsheet — real dates, real numbers, no text-formatted amounts — with a summary block showing that the figures tie back to the statement itself.

The main use is month-end review, analysis and any job that starts with 'get it into a spreadsheet'. Statements from United Kingdom banks print dates as day/month/year — 03/04/2026 means 3 April 2026 and amounts with a comma for thousands and a point for decimals (1,234.56) — the converter's locale-aware reader handles that layout, and then the reconciliation check proves the result: the extracted transactions must add up to the balances printed on the statement itself, or the conversion is flagged.

Every Chase UK conversion is audited by the document it came from. The extracted transactions are totalled against the printed opening and closing balances and checked row by row against the running balance column where one is printed. A conversion only reports as reconciled when both tests agree to the cent — and when they do, the figures have been proven against the bank's own document, not merely read from it.

Read a Chase UK statement as three zones. The header zone names the account and the period — check those first, because a wrong-period PDF converts beautifully and reconciles against the wrong month. The middle zone is the transaction list itself. In a sectioned layout — deposits, then withdrawals, then fees — compare section totals first. Knowing which layout you hold tells you where to look before the marked rows even load.

In United Kingdom, bookkeepers commonly work in Xero, Sage, QuickBooks and FreeAgent; the Excel and CSV exports from this converter are the files those tools import, and the Xero export is laid out for direct import where the tool accepts it.

Keeping evidence with the conversion

File three things together for every {bank} month: the statement PDF, the converted file, and the reconciliation outcome. Anyone reviewing the work later — a partner, an auditor, a tax adviser — can re-perform the month from that trio without asking you anything.

Before you use the file

If the workbook will feed a model or a client file, paste values rather than linking cells back to a working copy. The converted figures are deliberately plain — real dates, real numbers — so they paste cleanly, and the reconciliation summary gives the reader the provenance in one glance.

How to download a statement PDF from Chase UK

  1. Get the statement from Chase UK itself. Chase UK customers with several accounts should download from each account separately — statements are issued per account.
  2. Find where this bank files PDFs. Most banks file statements under the account's Documents, Statements or eStatements tab rather than on the summary screen.
  3. Download the periods you need. Recent periods are usually listed first; older ones may sit behind a date-range search or an archive request.
  4. Save the PDF, do not screenshot it. Choose PDF when the bank offers several formats — it is the issued document, identical to the paper statement.
  5. Upload and verify. Add the file to the converter on this page. You can add several statement PDFs at once for batch conversion.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Tip: download statements as the periods close rather than in a year-end scramble; portals sometimes archive older periods behind request forms.

Questions and answers

How do I convert a Chase UK statement to Excel?

Get the PDF from Chase UK's statements area, upload it here, and download the converted an Excel (.xlsx) workbook. The converter reads the transactions, standardizes the columns and verifies the totals against the statement before the file is ready.

What date and number formats do Chase UK statements use?

Like most banks in United Kingdom, Chase UK prints dates as day/month/year — 03/04/2026 means 3 April 2026 and amounts with a comma for thousands and a point for decimals (1,234.56). Conversion normalizes dates to an unambiguous form in the output while leaving the figures themselves untouched.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

What if Chase UK only offers paper statements?

Scan the statement as flat and straight as you can and upload the scan. OCR reads it, and the reconciliation check verifies the read against the printed balances; rows it cannot verify are flagged for a manual look.

How far back can I get Chase UK statements?

That depends on the bank's portal — most keep at least a year of PDFs online, and older periods can usually be requested. However far back you go, download each period as its own PDF.

Is the converted file ready to import into my accounting software?

The QuickBooks and Xero exports are laid out in the column order those tools import. The plain CSV and Excel exports suit everything else, including spreadsheet review before import.

My Chase UK statement has a running balance column. Is it used?

Yes — it is one of the strongest checks available. The converter walks the extracted amounts against the printed running balance row by row, so a single dropped or duplicated transaction is pinpointed instead of merely suspected.

What if two Chase UK statements cover overlapping days?

Convert them separately and import only one version of the overlap. Banks occasionally reissue a corrected statement for a period; the later issue supersedes the earlier, and importing both would double the shared days.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for Chase UK statements

Chase UK statement to CSV

Convert the same Chase UK statement PDF to CSV instead.

Chase UK statement to OFX

Convert the same Chase UK statement PDF to OFX instead.

Chase UK statement to Xero

Convert the same Chase UK statement PDF to Xero instead.

Back to the Chase UK statement converter hub or the United Kingdom bank directory. Other United Kingdom banks: Barclays statement to Excel · HSBC UK statement to Excel · Lloyds Bank statement to Excel · NatWest statement to Excel

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