How to get a Chase bank statement
- Sign in to Chase online banking at chase.com.
- Open the account you want to analyze and click the Statements tab.
- Pick a statement period and choose Download (PDF) or Download activity (CSV).
- Save the file, then upload it to Karchu.
What is a Chase bank statement
A Chase bank statement is the official record of every transaction posted to your Chase account during a given period, along with the opening and closing balance. It is the same document your lender, landlord, or accountant will ask for when they need proof of income, proof of address, or documentation for a bank statement loan or mortgage. A Chase statement typically covers one month, but you can export any custom date range from online banking.
What Karchu does with your Chase data
Once the file is uploaded, Karchu extracts every transaction, normalizes the columns, and applies rule-based categorization. You see a dashboard within seconds with total income and expenses, category breakdown, top merchants, recurring subscriptions, and any anomalies worth a second look. Every categorization is explainable, so if a transaction lands in the wrong bucket you can open the rule that decided it and edit it once. The change applies retroactively across every Chase statement you upload.
Chase statement to Excel and CSV
Karchu works as a Chase PDF to Excel converter and a Chase statement to CSV converter. Upload a scanned or digital PDF and download a clean spreadsheet with dates, descriptions, amounts, and categories in separate columns, ready for QuickBooks, Xero, or your own workbook. There is no signup required to try a single statement, no bank login, and no aggregator like Plaid.
Chase export notes
Chase CSV exports use the header row Details, Posting Date, Description, Amount, Type, Balance, and Check or Slip #. Karchu auto-detects the layout on the first upload.
Common uses for a Chase statement analyzer
- Preparing 3 month or 6 month bank statements for a mortgage or bank statement loan application.
- Using a Chase statement as proof of address or proof of income.
- Reconciling a Chase account against a business ledger or a personal budget.
- Separating business and personal expenses from a single Chase account.
- Tracking recurring subscriptions and finding forgotten charges.
- Building a monthly cash flow view from raw Chase transactions.
Privacy for Chase statements
Karchu never asks for your Chase online banking password and never uses a bank aggregator. CSV and Excel files are parsed in your browser before anything is saved. Saved data lives in a private workspace protected by row-level security. See the security page for details.
Frequently asked questions about Chase statements
How do I get a Chase bank statement online?
Sign in to Chase online banking, open the account, choose Statements or Export, pick a date range, and download the PDF, CSV, or Excel file. The exact steps for Chase are listed on this page.
Is a Chase bank statement proof of address?
Yes. Most landlords, government agencies, and lenders accept a recent Chase statement dated within the last three months as proof of address, as long as it shows your full name and current address.
What does a Chase bank statement look like?
A Chase statement includes a header with your name, address, account number, and statement period, followed by a transaction table with date, description, amount, and running balance, and a summary of opening and closing balance plus total credits and debits.
Can I use a Chase statement for a mortgage or bank statement loan?
Yes. Bank statement loans use 12 to 24 months of Chase statements to verify income for self-employed borrowers. Karchu can summarize deposits, average monthly income, and recurring expenses across a full set of Chase statements in one view.
Does Karchu need my Chase online banking password?
No. Karchu never asks for your Chase login and does not use a bank aggregator. You upload the statement file directly and Karchu parses it locally in your browser before anything is saved.
Can Karchu convert a Chase PDF statement to Excel or CSV?
Yes. Upload any Chase PDF, scanned or digital, and Karchu returns a clean spreadsheet with date, description, amount, and category columns ready for Excel, Google Sheets, QuickBooks, or Xero.