How to export your Chase transactions
Download the transactions from your Chase checking, savings and credit cards as a file you can keep, open in a spreadsheet or bring into RichDue.
Checked on against the sources linked under each part. Chase moves its menus from time to time, so each step names the words to look for.
On chase.com
- Sign in at chase.com and open the checking account or card.
- Above the transaction list, select the download icon (“Download account activity”).
- Pick the account, the file type and the dates: a statement period or your own range.
- Select “Download”.
The guides we checked describe the download on chase.com only, so use a browser rather than the Chase app.
Which file to choose
Choose QFX. If you’d rather open the file in a spreadsheet first, CSV works just as well.
QFX and OFX files carry an id for every transaction, so a month you download twice doesn’t double anything.
How far back you can go
The activity download covers recent months: guides report up to about two years, with long ranges cut off near 1,000 rows, so download a busy card a few months at a time. Older months are PDF statements under “Statements & documents”, which RichDue reads too.
What’s in the file
Purchases and withdrawals are negative, deposits and card payments positive. Cards and checking use different columns.
What RichDue handles for you
- Cards and checking export different columns; RichDue knows both layouts, so neither needs mapping.
- A card payment shows up twice, once in checking and once on the card. RichDue pairs the two as a transfer, so it isn’t counted as spending.
Bring it into RichDue
Start free, answer six questions, then open Import and drop the file. RichDue shows every row before anything is saved: duplicates, transfers between your accounts and categories are marked, and you confirm.
Screenshots, bank alerts, statements or two taps: RichDue reads them, catches duplicates and asks before saving.
