Chase CSV to Beancount
Convert a Chase checking, savings or credit-card CSV export into balanced double-entry Beancount transactions — in your browser, with the column mapping already set.
Column mapping verified against a real Chase export
How to export your Chase transactions
- 1
Sign in at chase.com and open the account you want to export.
- 2
Above the transaction list, choose the download icon, then “Choose a date range” if you need more than the visible activity.
- 3
Pick “Spreadsheet (CSV)” as the file type — not Quicken or QuickBooks, which produce QFX/QBO files this converter does not read.
- 4
Open the downloaded file in a text editor, copy everything, and paste it below.
Chase writes dates month-first, and that is already handled
Chase exports US-style MM/DD/YYYY dates, so 08/01/2026 is August 1st, not January 8th. The preset below sets that for you. Checking exports also carry both a “Posting Date” and, on some account types, a separate transaction date — the mapping uses the posting date, which is what your statement balance reconciles against.
Beancount output
Chase export questions
Which Chase accounts does this work for?
Checking, savings and Chase credit cards all export the same seven-column CSV, so the mapping applies to each. Credit-card exports write purchases as negative amounts, matching the checking convention, so no sign flip is needed.
Why does my export stop short of the date range I asked for?
Chase limits downloads to activity still available online — commonly the last 24 months for checking, and less on some card accounts. For anything older, download the PDF statements and enter those periods separately; the converter only sees what the CSV contains.
Is my statement uploaded anywhere?
No. The conversion runs entirely in your browser — the file never leaves your machine, and there is no server call to make. You can confirm this by disconnecting from the network and converting anyway.
Keep the ledger you just converted
Beancount.io hosts your plain-text ledger, imports future statements for you, and keeps every number auditable.
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