How to export Chase transactions to Excel or CSV

Whether you are reconciling a business account, building a budget, or prepping for taxes, you usually want your Chase transactions in a spreadsheet — not a PDF. The good news: for recent activity, Chase exports a spreadsheet directly. For older months, closed accounts, or PDF-only statements, you need one extra step. This covers both.

Export recent activity directly from Chase

From a desktop browser this is the fastest path:

• 1. Sign in to Chase Online at chase.com (or the Chase Mobile app).
• 2. Select the checking, savings, or credit card account you want.
• 3. On the account activity page, click the download icon (a down-arrow) near the top-right of the transactions list.
• 4. Choose "Spreadsheet (Excel, CSV)", pick your date range, and download.

Chase keeps roughly the last 24 months of activity available to download this way. The file you get is the raw transaction list — date, description, amount, type, and balance — with no categories applied.

When the direct export is not enough

The built-in download has limits. You will hit them when you need: months beyond the ~24-month window; a closed or switched account; or credit-card statements that Chase only provides as PDFs. In all of these cases you only have the PDF statement — and pasting a PDF into Excel produces a mangled mess, because the columns are visual, not structural.

The reliable fix is to convert the PDF with a tool that knows the Chase statement format (date order, the CHECKCARD/PURCHASE label prefixes, multi-page running balances). That is exactly what bankpdf does: drop the Chase PDF, get a clean Excel/CSV with the transactions normalized — and a balance check that flags any row that went missing.

Get categorized output, not just raw rows

A raw export still needs categorizing before it is useful for budgeting or bookkeeping. Converting through bankpdf adds an automatic category to every line (15 categories), and lets you save rules so a recurring merchant is always categorized the same way. You can then export to plain CSV/Excel, or straight into an accounting format (QuickBooks, Xero, or a French journal/FEC).

Quick tips

• Download each account separately — Chase exports one account at a time.
• Pick a date range that matches your statement period so totals reconcile.
• For multiple months or accounts, convert them in one batch and merge into a single file.
• Always sanity-check the closing balance against the statement to catch a dropped row.

If you only have the PDF, the Chase converter page walks through it end to end — and the same approach works for Bank of America, Wells Fargo, Citi, Capital One and 80+ other banks.