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Convert Chase statement PDF to Wave

Vision-AI extraction with balance reconciliation, then export as a CSV file (Wave's bulk upload accepts CSV with Date, Description, Amount columns). Chase mixes checking, savings, and credit-card layouts in one statement.

Free during beta. Drop your Chase PDF, get a CSV file ready for Wave. 10 conversions a day, no card on file, no signup.

Get the Chrome extension   See sample output

The flow end to end

  1. Download your Chase statement PDF from online banking. (For Chase Total Checking ****4521, this lives under Statements & documents.)
  2. Open Bank2XL (Chrome extension or web) and drop the PDF in.
  3. Bank2XL extracts the transactions and verifies them against the statement's opening and closing balance ($4,892.15 on a recent example).
  4. Download the CSV file.
  5. Import it into Wave. See steps below.

Why this combination

Chase issues different layouts for personal checking, business checking, savings, and the Sapphire and Freedom card lines. All flow through the same vision pipeline without per-bank templates.

Wave on the import side: Wave expects amounts as positive numbers with a separate column or sign convention to indicate debit versus credit. Bank2XL outputs Debit and Credit as two columns, which is what Wave's import wizard parses.

Importing the CSV file into Wave

  1. In Wave, go to Accounting » Transactions.
  2. Click More » Upload a bank statement.
  3. Pick the CSV file Bank2XL produced and select the bank account it belongs to.
  4. Review the preview, then confirm the import.

What you get in the file

Chase statement inputBank2XL CSV output
Chase Total Checking ****4521, monthly statement, $4,892.15 closing balance, 30 to 80 transactions a month, scanned or digital PDF.One CSV document Wave accepts directly, with each transaction's date, amount, description, and account type. Balance reconciliation status sits on the validation sheet of the matching Excel output if you want to double-check before importing.

FAQ

Wave only shows the first 50 transactions of my file. Is the rest cut off?

Wave previews the first batch on the import screen but uploads all rows. The full set appears in the Transactions list after you finish the import. Filter by date to confirm.

Does Wave merge duplicate transactions if I import the same period twice?

Wave does not auto-deduplicate. If you upload an overlapping period, you'll see duplicates. Easiest fix is to delete the overlap range from Transactions before re-importing, or only import non-overlapping date ranges.

Can I get Excel alongside the CSV file?

Yes. Every conversion produces all formats at once: XLSX, CSV, QBO, OFX, QFX. Download whichever you need. Most users grab the CSV file for Wave and keep the XLSX as a human-readable backup.

Related

Get the Chrome extension   Convert your first statement