How to Export Chase Bank Statements into Excel and Google Sheets

How to Export Chase Bank Statements into Excel and Google Sheets

Step 1: Log in to your Chase account

From a computer

• Go to the Chase home page (https://www.chase.com/)
• Enter your Username and Password
• Click “Sign in”

Step 2: Download transactions in an Excel file

• Once logged in, click into the account you want to download

• Go to the Transactions section and click on the “Download account activity” button (if the button doesn’t work, make sure that there are some transactions showing up by selecting a different date range in the drop-down box)

• On the next page, make sure the proper account is selected from the drop down list

• Select File Type “Spreadsheet (Excel, CSV)”

• Choose your Activity, which you can leave as what you selected earlier or change to a different range

• Click “Download”

• The file will automatically download to your computer

Step 3(a): Open the file in Excel Online

1. Log in to excel.cloud.microsoft
2. Click ”Upload a file“
3. Select the downloaded CSV file

Step 3(b): Open the file in Google Sheets

1. Log in to your Google Account and open a new Google Spreadsheet
2. Click File > Open > Upload
3. Drop your downloaded CSV file into the window or click “Browse” to select the file from your computer