Convert a Chime statement PDF to Excel, categorized.
Upload any Chime Checking or Savings statement PDF. Sortlumo pulls every transaction, normalizes the merchant, categorizes it, and flags recurring charges — no bank linking.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Chime.
Open the Chime app
Sign in, then tap Profile.
Go to Documents
Tap Documents, then Account statements.
Pick the account and month
Chime generates one statement per account per month and keeps roughly 18 months available.
Export the PDF
Tap the export icon at the top right to save the file. On the web, chime.com has the same statements under Profile → Documents.
Drop into Sortlumo
Drag the PDF into the upload zone. Wait about ten seconds for categorized transactions.
NoteBecause Chime keeps about 18 months online, it's worth downloading and converting older months before they age out if you want a longer spending history.
Exactly what we extract from your Chime 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 any you changed by hand.
Chime statement questions, answered.
Does this work for both Chime Checking and Savings?
Yes. Both produce the same text-based monthly PDF, and Sortlumo parses either. Savings statements are mostly transfers and interest rather than merchant spending.
Can Sortlumo find my recurring charges from a Chime statement?
Yes. Upload two or three months and Sortlumo flags charges that repeat monthly, quarterly, or annually, with the annualized cost of each.
What about Chime Credit Builder?
Credit Builder statements are separate text-based PDFs and parse the same way, so you can convert them alongside your Checking account.
How many Chime statements can I upload at once?
Up to 10 per batch on every plan — enough to cover a year and a half of history in two uploads.
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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 Chime PDF. See it categorized in under a minute.
1 free statement/month · No card · Cancel anytime · See our security page