How to Download Your Chase Transaction History
If you need a detailed list of your account activity (separate from your official bank statements), Chase makes it easy to download your transaction history in a spreadsheet format. This can be especially helpful if you’re reviewing finances for a mortgage application, budgeting, or reconciling past payments.
đź’» How to Download Transaction History from Chase Online
1. Log In
Go to chase.com and log in to your account.
2. Go to Account Activity
Select the account you’d like to review, then navigate to the “Account Activity” or “Download account activity” section.
3. Choose Download Format and Date Range
Select your file type—CSV or Microsoft Excel—and specify the date range for the transactions you want to download.
4. Download the File
Click to download. The file will be saved to your device and can be opened in any spreadsheet program like Excel or Google Sheets.
📱 Downloading Transaction History from the Chase Mobile App
1. Open the App and Sign In
Launch the Chase Mobile app on your device.
2. Select Your Account
Tap the specific checking, savings, or credit card account you want.
3. Find “Account Activity”
Look for the “Account Activity” section to see your transactions.
4. Locate Download or Export Option
Inside this section, find an option labeled “Download Account Activity” or similar.
5. Select File Type
Choose the file format — usually CSV or PDF.
6. Download the File
The app will download the transaction history to your device.
đź“ť Additional Notes
- View More Details Online:
You can view individual transaction details online, including merchants, amounts, and other notes.
- Search by Criteria:
Chase allows you to search for specific transactions by date range, amount, check number, and more—making it easier to find what you need.
- Need Older Data?
If the transaction history you need isn’t available to download, contact Chase customer service to request older records or paper copies.
âť—Please note: A transaction history printout is NOT the same as a bank statement. For more details on the differences and when to use each, please see our article: Understanding Bank Statements vs. Transaction History.
If you’re gathering documentation for a mortgage or financial review, we’re happy to guide you on which documents are most useful. Just let us know how we can help.
