To convert a Chase bank statement to Excel, upload the PDF to Lido and get structured transaction data in seconds. Lido's AI reads any Chase statement format with 99.9% accuracy, handles scanned paper statements, and outputs clean Excel, CSV, or Google Sheets with no templates required. 50 free pages, no credit card needed.
Converting Chase bank statements to Excel is one of the most common tasks for bookkeepers, accountants, and small business owners who need transaction data in spreadsheet format for reconciliation, analysis, or import into accounting software. The challenge is that Chase statements aren't designed for data portability. They're formatted for human reading, not for clean column-and-row extraction.
This guide covers how to convert Chase statements to Excel using AI, what to watch out for with Chase's specific statement format, and how to get clean output without manual cleanup. For a broader tool comparison, see our guide to the best bank statement converters.
Log in to chase.com, go to Statements & Documents, select the account and date range, and download as PDF. If you have a paper statement, photograph it or scan it. Lido handles both digital PDFs and scanned images.
Go to lido.app, sign up for free (50 pages, no credit card), and upload your Chase PDF. Lido's AI reads the statement structure automatically, identifying transaction dates, descriptions, amounts, and running balances without any template setup.
Review the extracted data, then download as Excel (.xlsx), CSV, or send directly to Google Sheets. The output is clean, structured data ready for formulas, pivot tables, or import into QuickBooks, Xero, or any accounting platform.
Lido handles Chase PDF statements, downloaded from chase.com or received via email, as well as scanned paper statements from branch visits.
Format notes: Chase statements list deposits and withdrawals in separate sections rather than chronologically, which trips up basic converters. Multi-page statements often split a single day's transactions across pages.
Lido's AI handles these format variations automatically. Unlike template-based converters that break when layouts change, Lido reads the document contextually, so it adapts to Chase's specific formatting without manual configuration.
Copy-paste from online banking: Chase's website lets you view transactions online, but copying and pasting into Excel produces messy formatting that requires significant cleanup. This works for a handful of transactions but breaks down at volume.
CSV download from Chase: Some Chase accounts let you download transactions as CSV directly from online banking. This works for recent transactions but doesn't cover older statements, scanned paper statements, or statements received from clients.
Manual data entry: Typing transactions into Excel. At roughly 45-60 minutes per 30-page statement with a 2-4% error rate, this is the option Lido replaces.
For the full landscape of bank statement tools, see best bank statement OCR software and how to automate bank statement reconciliation.
Upload your Chase PDF statement to Lido at lido.app. Lido's AI extracts transaction dates, descriptions, amounts, and balances automatically with 99.9% accuracy, then outputs clean Excel, CSV, or Google Sheets data. No templates or manual setup required. 50 free pages to test.
Yes. Lido includes built-in OCR that handles scanned and photographed Chase statements with 99.9% accuracy. Upload the scan or photo, and Lido extracts the same structured data as from a digital PDF.
Some Chase accounts allow CSV transaction downloads from online banking for recent periods. However, this doesn't cover older statements, scanned paper statements, or statements received from clients. For those, an AI converter like Lido extracts the data from the PDF directly.
Lido achieves 99.9% accuracy on Chase statements, including both digital PDFs and scanned paper statements. It handles Chase's specific formatting quirks automatically without per-bank template configuration.
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