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Convert your Chase UK statement to OFX

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 OFX-formatted export of the statement's transactions — 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 OFX: what you get

This .ofx file carries the reconciled Chase UK transactions in standard OFX structure — the format to choose when your software's import menu lists OFX, QFX or 'bank statement file' rather than CSV.

The main use is older bookkeeping tools whose statement import predates CSV uploads. 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.

The check itself is simple arithmetic, applied without exception: add the opening balance to every extracted transaction and compare the result with the closing balance printed on the Chase UK statement, then walk the running balances row by row. 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.

Working from Chase UK statements as a bookkeeper

Ask clients for the issued PDFs rather than portal screenshots or spreadsheet exports. The PDF is the only version that carries the balances the check needs, and a folder of monthly PDFs plus their conversion results is an audit trail that assembles itself.

Before you use the file

Import the OFX file into a copy or a test account first if your software allows it: OFX imports typically cannot be undone in bulk, and a thirty-second trial shows whether the date range and account mapping are right before the real ledger takes the file.

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 OFX?

Save the statement as a PDF from Chase UK online banking, add it to the converter above, and take the an OFX-formatted export of the statement's transactions it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.

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.

Which file should I upload — the PDF or a portal CSV export?

The statement PDF. It is the issued document and it carries the opening and closing balances the reconciliation check verifies against; a portal CSV has the transactions but nothing to prove them against.

Are amounts converted into another currency?

No. The converter changes layout, not currency: figures stay in £ exactly as Chase UK printed them.

Can I convert statements for several Chase UK accounts?

Yes — convert each account's statements separately so each one reconciles against its own balances, then combine the exports in your software if you need a single view.

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.

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 Excel

Convert the same Chase UK statement PDF to Excel instead.

Chase UK statement to CSV

Convert the same Chase UK statement PDF to CSV 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 OFX · HSBC UK statement to OFX · Lloyds Bank statement to OFX · NatWest statement to OFX

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