Convert Chase & Wells Fargo PDF Statements to Excel

While all bank statements contain similar data, the layout varies wildly between institutions.Chase and Wells Fargo are two of the most common, yet they present unique challenges for data extraction.

Handling Chase PDF Statements

Chase statements are generally clean, but they often split transactions into sections like "Electronic Withdrawals," "Card Transactions," and "Checks Paid."

The Challenge: If you just copy-paste, you lose the category headers, and the dates might be formatted as `MM/DD` without the year, causing Excel to default to the current year.

The Solution: Our AI converter detects the statement period from the header (e.g., "January 1 - January 31, 2024") and automatically appends the correct year to every transaction date. It also merges all sections into a single chronological list.

Handling Wells Fargo PDF Statements

Wells Fargo statements often have a multi-column layout where the description wraps to a second line.

The Challenge: Standard OCR tools read line-by-line. A transaction like:

01/15   ZELLE TRANSFER TO JOHN DOE $500.00

Might be read as two separate rows, breaking your spreadsheet structure.

The Solution: LLM Converter understands that "JOHN DOE" belongs to the transaction above it. It merges these lines into a single description cell: "ZELLE TRANSFER TO JOHN DOE".

Handling Bank of America (BoA) Statements

Bank of America statements typically include a "Running Balance" column. This is actually helpful for verification!

Verification Tip: After converting your BoA statement, use Excel formulas to check if `Previous Balance - Debit + Credit = New Balance`. Our tool does this automatically during the conversion process.

How to Convert Any of These in Seconds

Regardless of whether you use Chase, Wells Fargo, Citi, or BoA, the process is the same with our universal converter:

1. Download the PDF from your online banking portal.
2. Upload it to LLM Converter.
3. Let the AI identify the bank format and parse the data.
4. Download your standardized Excel file.