JPMorgan Chase statement to Excel or CSV

How this statement is structured

The tested layout uses a DATE · DESCRIPTION · AMOUNT · BALANCE ledger. Some dated descriptions are completed by a separate amount-and-balance line, so the converter carries the pending date and description forward rather than dropping the transaction.

Statement controls recognized

• Beginning Balance
• Deposits and Additions
• ATM & Debit Card Withdrawals
• Fees
• Ending Balance

What the spreadsheet can contain

• Dated transactions and multiline descriptions
• Separate debit and credit values
• Running balances when printed
• Reported fees and summary controls

Validation performed before confidence

• Deposits are compared with Deposits and Additions
• Non-fee debits are compared with ATM & Debit Card Withdrawals
• Fees remain separate but are included in total debits
• The final ledger balance and summary equation are compared with Ending Balance

Opening balance + credits − debits = ending balance

What you must review

• Account numbers, card suffixes and Web IDs can resemble amounts but are not transactions
• A bank can change its PDF template without notice
• A statement summary may itself contain conflicting figures; these are reported rather than silently overwritten

Convert the statement

1. Download the original PDF directly from your bank or provider.
2. Open the converter and select the PDF. Statement contents are processed locally in your browser.
3. Confirm the detected currency, transaction count, balances and warnings.
4. Compare every row with the source before downloading Excel or CSV.