Chase
Website · Spreadsheet (CSV), Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF), and more
Why export your transactions to CSV?
A CSV (comma-separated values) file is a plain spreadsheet of your transactions: one row per purchase or deposit, with the date, description, and amount. Almost every bank can produce one, and almost every budgeting app and spreadsheet can read one. People usually want it for one of three reasons:
- Switching budgeting apps. Mint shut down in 2024, and plenty of people have moved apps since. Your bank's CSV is the one copy of your history that doesn't depend on any app, so you can bring months of transactions into a new one instead of starting from zero.
- Budgeting without linking your bank. Bank sync means handing your login to an aggregator. Exporting a CSV once a month and importing it keeps your budget current without connecting anything.
- Taxes and records. A spreadsheet of a year's transactions is easier to search, sort, and total than a stack of PDF statements, whether you're tracking deductions or handing numbers to an accountant.
How these guides were checked
Every step comes from the bank's own help pages (Apple Support for Apple Card), linked at the bottom of each guide with the date we last read them. Menu labels are written the way the bank writes them. Where a bank's help is vague, we say so and keep the step general instead of guessing at button names.
We left out banks whose public help pages don't explain how to export a CSV, including Bank of America, Capital One, Citi, and Discover. We'll add them when we can point to an official source.
Statements aren't the same as an export
Monthly statements usually download as PDFs. A PDF is fine for your records, but budgeting apps can't read transactions out of it reliably. Look for an option called something like “download activity” or “export transactions”, and pick CSV or spreadsheet as the format.