Convert a Chase bank statement PDF to Excel, categorized.
Drop in any Chase checking, savings, or credit card PDF — Sortlumo extracts every transaction, normalizes the merchant, and assigns one of 22 categories. Excel export included on every plan.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Chase.
Sign in to Chase
Go to chase.com on the web (mobile statements can sometimes export as image-only PDFs, which are harder to parse).
Pick the account
From the dashboard, click into the checking, savings, or credit card account you want to convert.
Open Statements
In the account menu, click "Statements" — Chase keeps 7 years of statements on file.
Download a month
Click the PDF icon next to the month you want. Save the file to your computer.
Drop into Sortlumo
Drag the PDF into the Sortlumo upload zone. Wait ~10 seconds. Browse, filter, export to Excel.
NoteIf Chase asks you to enable two-factor before downloading, that protects your account — Sortlumo doesn't see the download flow or your Chase credentials.
Exactly what we extract from your Chase statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including anything you corrected or set a merchant rule for.
Chase statement questions, answered.
Does Sortlumo work for Chase Sapphire, Freedom, and other Chase credit cards?
Yes. We parse Chase's standard credit card statement format, which is consistent across Sapphire Preferred, Sapphire Reserve, Freedom Unlimited, Freedom Flex, Ink Business, and Amazon Visa.
Can I convert Chase business statements too?
Yes. Chase Business Checking, Business Total Savings, and Ink Business cards all produce the same text-based PDF format that Sortlumo parses.
What if my Chase PDF is password-protected?
Sortlumo prompts you for the password during upload. The password is used once to unlock the PDF for parsing and is never stored.
How many Chase statements can I convert at once?
Up to 10 in a single batch on every plan. They process in parallel and finish in roughly the time of the slowest one.
Converting statements from somewhere else?
- Wells Fargo statement to Excel
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- PNC statement to Excel
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- Ally statement to Excel
- TD Bank statement to Excel
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- Apple Card statement to Excel
- Chime statement to Excel
- SoFi statement to Excel
- Navy Federal statement to Excel
- Citizens statement to Excel
- Regions statement to Excel
- Synchrony statement to Excel
- Barclays statement to Excel
- Fidelity statement to Excel
- Charles Schwab statement to Excel
- Wise statement to Excel
New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first Chase PDF. See it categorized in under a minute.
1 free statement/month · No card · Cancel anytime · See our security page