Chase lets you download account activity as a CSV file from chase.com. Here are the steps, and the columns the file carries.
Download the file
- 1
Sign in at chase.com and open the checking, savings or credit card account.
- 2
Select the download icon above the transaction list.
- 3
Set the file type to Spreadsheet (CSV).
- 4
Choose a date range, then select Download.
What the file carries
Checking and savings
Columns: Details, Posting Date, Description, Amount, Type, Balance, Check or Slip #.
Sheetful reads Posting Date as the date, Description as the description and Amount as the amount.
Money out is a negative Amount.
Credit card
Columns: Transaction Date, Post Date, Description, Category, Type, Amount, Memo.
Sheetful reads Transaction Date as the date, Description as the description and Amount as the amount.
A purchase is a negative Amount and a payment is positive.
See your file on /try
The preview shows up to 100 rows, newest first, with the name and category Sheetful gives each one.
On /try the file is read in your browser tab, with no account.
Try it with your Chase CSVTo sync a bank account into a sheet instead, see the Google Sheets sync guide or the Microsoft Excel sync guide.