How to download Chase statements in Excel depends on the month’s age. On desktop, Chase’s Spending Planner downloads transactions as CSV for the last two years, while statements go back up to 7 years only as PDFs. Evidilo turns the older PDFs into Excel and checks every row against the printed balances; typing them in is the alternative.
Which Chase months come as a spreadsheet
Chase hands over a month in one of two shapes, and the age of the month decides which. We read Chase’s personal-banking pages on 25 October 2026 and set what they state side by side for a personal checking or credit card account.
| How far back the month is | Spreadsheet download | PDF statement | Check images |
|---|---|---|---|
| Within the last two years | CSV, QFX, QIF or QBO from Spending Planner on a computer | Yes | Yes |
| Two to three years back | None stated | Yes | Yes, up to three years |
| Three to 7 years back | None stated | Yes, depending on account type | None stated |
| More than 7 years back | None stated | Not stated as online | None stated |
For anyone catching up a client’s books, every month older than two years is a PDF statement and nothing else, as far as Chase’s pages say. The 7 years is a ceiling, not a promise: the paperless statements page says “depending on your account type you can access up to 7 years of statements.”
No personal-banking page we found documents any other transaction download or a date range for one, so the two years is the only spreadsheet window Chase states. Chase’s Chase Connect guides describe activity downloads for commercial accounts. That is a different product, and none of its figures are in the table.
Chase download transactions CSV in Spending Planner
Spending Planner is Chase’s budgeting tool, and the page that explains it is where the spreadsheet window is written down: on a computer the tool downloads transactions “in a spreadsheet (CSV), Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF), or QuickBooks Web Connect (QBO) format for the last two years.” In the Chase Mobile app the same tool gives a PDF of transactions for the last calendar year, which is a printout and not a spreadsheet.
- Sign in on chase.com from a computer rather than the app.
- Open Spending Planner from the Manage Your Spending Plan section of the Plan, Track, or Manage dashboard, where Chase’s page places it.
- Choose the download and pick CSV for Excel.
- Before the file goes anywhere, total its rows for one statement period and compare the total with that statement’s closing balance minus its opening balance.
Step 4 is there because of one line on Chase’s Spending Budget page. The budget “includes posted transactions on your J.P. Morgan or Chase checking accounts, credit cards and linked external accounts”, and “Transfers and payments between these accounts are not included.” Chase does not say whether the download leaves them out too. A card payment from checking is exactly the row a ledger cannot do without, so the comparison settles it for the account in front of you. Once the CSV is on disk, opening the Excel file rather than the CSV keeps Excel from reading dates and descriptions its own way.
Download Chase statement as CSV when only a PDF exists
No Chase page for personal accounts offers a statement as a CSV. A statement is a PDF: on chase.com you open Statements & documents from the Main Menu, choose the year and account, and click Open or Save beside each statement. In the app the account comes first, then the year. For the months between two and 7 years back, that PDF is the only record Chase hands over.
- In Statements & documents, pick the account and the oldest year you need.
- Save every statement in the stretch, one file per month, named by its closing date.
- Convert each PDF to an Excel or CSV file.
- Line the files up and check that each statement’s closing balance is the next one’s opening balance, so a missing month shows before the rows are joined.
Evidilo is a bank statement to accounting import file converter, and step 3 is its job: it takes a PDF, a scan or a photo of a statement and writes Excel, CSV, QBO, QFX, OFX, QIF or IIF from it. Before offering the file it adds up every row against the opening, closing and daily balances the statement printed, and marks the first day that does not tie out. On a statement five years old, those printed balances are the one thing left to check the rows against. Three statements a day convert free, up to 10 pages each, without an account.
What Evidilo’s reader holds about Chase is short, and we read it in the code rather than guess it. JPMorgan Chase is one of the twelve banks in its register, which matches the name printed above a statement’s table. The register gives Chase the same four layout families as the other eleven and, in its own comment, “claims no per-bank layout”; no source file of the reader outside its tests names Chase. The reader is tested against 260 generated statements in 13 kinds of layout, and no figure for Chase or any other bank is published yet.
If the months are going into QuickBooks rather than a spreadsheet, PDF bank statement to QuickBooks without duplicates covers the import file and the ids that keep a month from going in twice.
Where the download stops and the statements start
The two windows are counted differently. The two years runs back from today; a statement covers the period printed on it. Over the last two years both exist, so the same purchase can arrive once from each.
Pick one cut date: the closing date of the newest statement you convert. Rows on or before it come from the PDFs, rows after it from the Spending Planner CSV. A row in both files is counted twice, and a row in neither falls in the days between the two. Where a client’s whole history is being rebuilt, catch-up bookkeeping from the oldest statement walks the chain of balances from the first month forward.
There is a case for converting the recent statements too, even with the CSV on offer. The statement prints the balances a total can be checked against, and Chase’s pages say nothing about balances in the download.
How was this checked?
On 25 October 2026 we read four of Chase’s personal-banking pages (Paperless Statements, What’s Chase Spending Planner?, Spending Budget and the checks page), recorded every sentence that states a format or a period, and read Evidilo’s bank register and reader source for each mention of Chase. The rows are in dataset.csv, and the script check.py re-reads each page and fails when a quoted sentence is gone or a code row changes. No Chase account was used, so the two years and the 7 years are Chase’s words, not a measurement inside an account.
Getting Chase history into Excel: five questions
Can I download more than two years of Chase transactions as CSV?
Not according to Chase’s own pages: Chase Spending Planner on desktop states the last two years, and no personal page offers a longer spreadsheet window. Evidilo converts the PDF statements for the older months into Excel and checks each one against the balances it prints. The outer limit is the statement archive, up to 7 years depending on account type.
Can I download a Chase statement as a CSV file directly?
No Chase page for personal accounts says so; a statement opens as a PDF from Statements & documents. Evidilo writes a CSV or Excel file from that PDF and marks the first day whose rows do not add up to the printed balance. For the last two years, the CSV from Chase Spending Planner gives the transactions without any converter, though as a budget export rather than in the statement’s layout.
Does the Chase Mobile app download transactions to Excel?
No. Chase says the app version of Spending Planner downloads a PDF of transactions for the last calendar year, and the CSV, QFX, QIF and QBO choices are on a computer only. Evidilo reads PDFs, but its balance check needs the opening and closing balances a statement prints, so the monthly statement is the better thing to convert than that printout.
How far back can I get Chase statements online?
Up to 7 years, depending on account type, picked by year and account in Statements & documents; check images go back up to three years. Evidilo converts any of those PDFs, and reads a scan or a photo of an older paper statement the same way. For months beyond the 7 years, Chase’s personal pages state no online route, so that question goes to Chase.
Is Evidilo set up for Chase statements in particular?
JPMorgan Chase is one of the twelve banks in Evidilo’s register, but the register holds no Chase-specific layout and no accuracy figure for Chase is published. Every converted statement is checked against its own printed balances, so a misread row shows up as the first day that does not tie out. For the recent two years, Chase’s own Quicken Web Connect (QFX) and CSV downloads need no reader at all.