Chase statement converter

How Statemio reads Chase statements

Chase checking statements list deposits, checks, card purchases and electronic withdrawals in separate sections; Chase credit card statements group payments, purchases and fees. We read each section, keep the sign right, and reconcile against the statement summary.

Statemio has a layout-specific reader for Chase checking and savings and credit card statements. We regression-test it on synthetic statements modelled on the bank's published layout. Banks change their layouts, so we never assume it worked: the balance check tells you on every file.

The balance check

Opening balance + every transaction must equal the closing balance (for credit cards, previous balance − payments + charges = new balance). If the totals don't match, you see a red badge and the rows that break the running balance, before you download anything. Pages from statements that don't balance aren't counted against your allowance.