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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 or PDF. This can be especially helpful if you’re reviewing finances for a mortgage application, budgeting, or reconciling past payments.
How to Download Transaction History from Chase Online
1. Log In
Go to chase.com and log in to your account.
2. Select the Account from the List
On the Home page you will see the list of accounts. Select the account you’d like to review and click on it.
3. Click Print
On the right side of the screen, just above your latest transactions, you will see the print button. Click it and select “Save as PDF” in the destination drop down.
4. Save the File
Click Save to download. The file will be saved to your device and can be opened in any PDF program like Adobe or Preview.
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
Only acceptable file format is PDF. So make sure to Save as PDF.
6. Download the File
The app will download the transaction history to your device.
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.
❗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.
