Chase bank statement to Excel
Upload a Chase Total Checking or Chase Savings PDF. You get a spreadsheet, plus a check that each printed running balance follows the row before it.
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How a Chase statement is read
Checking and savings sections are separate. A file that contains both is still one conversion, and it passes only if every section passes.
Beginning Balance and Ending Balance rows are the statement totals, not transactions.
Each transaction line has a printed balance. We recompute that balance from the opening balance and flag the first row that does not match.
Dates printed as month/day pick up the year from the statement period, including a December-to-January statement.