How to download your CSV statements from Chase

Chase provides a simple interface to download your transactions, making it easy to track expenses or budget with spreadsheets.

Step 1: Click on your credit card

Click on your credit card

Step 2: Click on the download button

click download

Step 3: Choose file type and date range

choose date range

(Optional) Customize expense categories

Chase doesn’t allow customizing your expense categories, meaning you have to manually go through expenses and set new categories in your spreadsheets. Although you get some visibility over each transaction, this can be be a time-consuming process.

To bulk infer expense categories using a custom set of categories, try Unscatter. You can upload your CSV data and automatically categorize expenses, speeding up your expense tracking workflow immensely.