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Chase Account Statements - PDF only

I have a Chase Account and I am very happy with it but there are two negatives.  Firstly, the App doesn't work on my current phone (Motorola G7) but it does work on my iPad. Secondly the only format offered for statements is PDF. I track my monthly expenditure and manage my budget using an Excel Spreadsheet into which I can import my monthly transactions from all my other accounts in CSV format. I have tried various "free" PDF to excel converters but I haven't found one that is actually free or even low cost.  Those that offer "free download" then want me to pay a monthly fee of £20-30 and continually pester me to sign up for a paid account.  If anyone can suggest a truly free or cheap PDF to excel converter I'd be most grateful.  If I'd known this before I started using Chase I might not have bothered.

Comments

  • masonic
    masonic Posts: 25,934 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    I believe Chase do now support open banking, so you could provide access to a third party provider that supports export of your transactions in CSV format. You might consider aggregating the transactions across your other accounts to make things easier.
  • Beddie
    Beddie Posts: 960 Forumite
    Part of the Furniture 500 Posts Photogenic Name Dropper
    Have you tried this? Free as far as I can see.

    https://www.adobe.com/uk/acrobat/online/pdf-to-excel.html
  • dunstonh
    dunstonh Posts: 118,892 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    https://pdf.abbyy.com/screenshot-reader/

    I use that to convert pdf (or other things) to text or tables.   How good a job it does depends on the layout of the source but more often than not it gets the tables right, even if the font is a bit mix and match.  That wont matter on a csv though.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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