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Chase transactions to CSV: what Chase's own page confirms

This guide is shorter than the others on purpose. The only Chase page we could find that names a CSV download for personal accounts describes it inside Chase's Spending Planner tool, without click-by-click steps. We only state what that page says.

What Chase's page says

On a desktop browser, you can download your spending data as a spreadsheet (CSV). The page also lists Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF) and QuickBooks Web Connect (QBO). Choose the spreadsheet (CSV) one.
The desktop downloads cover the last two years.
On mobile the page mentions PDF versions for the last calendar year, not CSV.
Where to find it: on Chase.com, log in and open Manage Your Spending Plan in the Plan, Track, or Manage dashboard. In the Spending Summary tab, scroll down to the options for downloading your spending data.

What we could not confirm

Exact button names and the date-range step. UNKNOWN.
Whether this download has the same columns as an account-activity download, or whether Chase.com also has a separate account-activity CSV download for personal accounts. We found no Chase help page for it. UNKNOWN.
What the CSV columns are. UNKNOWN.

Have we tested a Chase file?

No. None of the public sample files we tested came from Chase, and few of our samples are from US banks at all. If the categorizer does not recognise the layout, you can pick the date and amount columns yourself.

Source

Taken from Chase's page "What's Chase Spending Planner?", read on 18 October 2026: https://www.chase.com/personal/banking/education/budgeting-saving/what-is-chase-spending-planner. Menus change; follow Chase's current pages. This site is not affiliated with Chase.

Then categorize it free, offline

Open the categorizer, drop the CSV on the page, and it sorts every line into categories with monthly totals. The file is read inside your browser tab and is not uploaded.

Open the free categorizer

Free: one file at a time, latest 3 months of it. Categories are automatic guesses; check them before using the numbers for tax. CSV only, no PDF.