How to Export Your Chase Statement as PDF or CSV

Export a statement on chase.com

On a desktop or laptop browser, follow these steps. Exact labels can move around and vary by account type, but the path is consistent.

1. Go to chase.com and sign in with your username and password.
2. From your account list, select the account you want, such as a checking, savings or credit card account.
3. For an official PDF, open the Statements section. You will see a list of statement periods by date. Pick the month you need and download or open the PDF.
4. For a transaction file, stay on the account activity page and look for the download or export icon, often shown as a small arrow or a button near the transaction list.
5. Choose your date range and your file type, for example CSV or Excel, then confirm. The file saves to your computer.

Export in the Chase mobile app

The phone app follows the same logic, just in a smaller layout.

1. Open the Chase app and sign in, or use Face ID or your fingerprint.
2. Tap the account you want from your home screen.
3. Look for Statements & documents to find the monthly PDF, then tap a period to view or share it.
4. To export transactions, find the activity or download option for the account and choose a date range.
5. Save or share the file. On a phone you can usually send it to your files, your email or another app directly.

If you do not see a download option on a particular screen, switch to chase.com in a browser, since the full export controls are sometimes easier to reach there.

Choosing a date range

For the PDF, the range is fixed because each statement covers one official cycle. If you need several months, download each statement separately.

For the activity export you set the range yourself. Pick the window that matches what you are checking. A full year is great for spotting yearly subscriptions and annual fees. The last 90 days is enough to catch most monthly charges. Keep in mind that Chase limits how far back the online history goes, so very old activity may only exist as a stored statement PDF.

Which one should you use

If someone asks you to prove income, a payment or a balance, send the official PDF statement. It is the document a landlord, lender or accountant expects to see.

If you want to understand where your money actually goes, use the CSV export. A spreadsheet of transactions is far easier to sort, filter and scan for the small recurring charges that quietly add up.

Turn your file into a recurring-charge report

Once you have the CSV or the PDF saved, the hard part is reading it. Hunting line by line for every streaming plan, app subscription, insurance debit and bank fee is slow, and it is exactly where people miss money.

VESTELON FLOW does that part for you. Upload one exported Chase statement, PDF or CSV, and FLOW reads it and lists every recurring charge, subscription and fee it can find in one clean report. There is no bank login and no account connection, it only reads the single file you give it, and your first report is free. It is the natural next step after the export: get the file from Chase, then let FLOW tell you what is repeating inside it.

Common questions

Can I export more than one Chase statement at a time?

PDFs are downloaded one statement period at a time, so you save each month on its own. The activity export is different, since you can set a wide date range and pull many months of transactions into a single CSV file.

Does Chase offer CSV or only PDF?

Both. The monthly statement is a PDF, while the Download account activity feature lets you export transactions as CSV or Excel, and sometimes QIF or OFX depending on your account type.

Is the CSV download safe to share with a tool like FLOW?

The export is just a list of your transactions, the same data you already see when you sign in. With VESTELON FLOW you upload that one file and nothing else. There is no bank login, so FLOW never has access to your live Chase account, only the statement you chose to share.