How to download your Chase transactions

Chase is a bank in the US. Export your transaction history as CSV, OFX, QFX, then drop the file into PennySlice — the AI categorises it for you.

CSVOFXQFXUp to 7 years (credit cards), 2 years (checking) of history

Step by step

Log in to Chase Online at chase.com.
Click on the account (checking, savings, or credit card).
Click 'See full statement & activity' or go to the Activity tab.
Set the date range using the date filter dropdown.
Click the download icon (arrow pointing down) at the top-right of the transaction list.
Select CSV as the download format.
Click Download Activity and save the file.

Tips for Chase

Chase allows up to 7 years of history for credit cards, 2 years for checking.
Chase credit card CSV has: Transaction Date, Post Date, Description, Category, Type, Amount.
Chase checking CSV has: Details, Posting Date, Description, Amount, Type, Balance, Check or Slip #.

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Got your Chase file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

Free tier available. No credit card required.