Chase US: issued statements or Spending Planner downloads

The desktop apps export date, description, and amount as CSV. Open CSV in Excel to save an XLSX workbook. Statement support varies: verify the result against your own PDF.

Save the issued Chase statement

Chase's paperless help gives these web steps:

Open Main Menu → Statements & documents.
Select the year and account.
Use the statement's Open or Save icon.

In Chase Mobile: Profile & Settings → Document manager's Statements & documents → Statements → account → year/statement opens the PDF (Portable Document Format, preserving pages).

Chase describes up to seven years, depending on account type. Each statement contains its listed account's information.

Chase US: issued statements or Spending Planner downloads — Editorial summary of the cited record routes; not a bank screenshot or tested statement layout.

Check the Spending Planner option

The Spending Planner page requires a Chase checking account and Chase credit card. Its formats:

Planner format	Meaning and qualification
CSV	Desktop spreadsheet data
QFX	Desktop Quicken Web Connect
QIF	Desktop Quicken/Microsoft Money interchange
QBO	Desktop QuickBooks Web Connect
Transaction PDF	Last calendar year, rather than an issued monthly cycle

Chase's Spending Planner explanation gives the desktop entry point: Plan, Track, or Manage → Manage Your Spending Plan. In Spending Summary, scroll below the category information to the download options. Those are Planner controls, separate from Statements & documents.

The explanation calls the data “this year and the previous one” and elsewhere “the last two years”. Do not turn that wording into an exact rolling 730-day selector. For mobile transaction PDFs, it specifically names the last calendar year; that file is not an issued monthly statement for a freely chosen cycle.

The product page requires both a Chase checking account and a Chase credit card, while the educational introduction uses broader wording. Use the product page's narrower qualification before expecting Planner access. The public instructions do not show the final format/date controls, CSV headers or every export's row coverage. Its budget includes posted Chase/J.P. Morgan checking, card and linked external-account activity, excluding transfers and payments between them; that budget rule does not prove which rows an exported file contains.

Preserve the card distinctions

Chase's card-spending guide distinguishes purchase and posting dates. Pending authorisations are not posted entries. Keep the printed cycle and payment due date separate; identify the date used in your worksheet.

For card liability, purchases/fees/interest increase the amount owed; payments/refunds reduce it. Keep that convention separate from checking cash.

Chase Offers credits reduce the card balance but do not replace a required payment. Preserve an Offers credit as a credit, rather than renaming it a payment.

Record-choice notes.

Make the Excel copy

Import an offered CSV using Microsoft's delimiter preview, or transcribe readable PDF movements and verify them against the original. Save XLSX (an Excel workbook). CSV formatting.

LocalExtract processes one PDF locally to date,description,amount CSV; Excel saves XLSX. Download options and limits.

Choose your issued Chase statement or eligible Planner data; verify the Excel copy.

New record-route guidance checked against the cited official sources on October 15, 2026. Earlier unchanged guidance retains the sources and scope noted in this article.