How to Export Chase Bank Statements into Excel and Google Sheets

Follow these simple steps to import your Chase Bank statements into Microsoft Excel and Google Sheets, where you can analyze them as you wish.

How to Export Chase Bank Statements into Excel and Google Sheets

Step 1: Log in to your Chase account

From a computer

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Step 2: Download transactions in an excel file

  • Once logged in, click on the account to access transaction history
  • Click on the download icon (/var/folders/98/qq2znthn449769pcmcv0w3b80000gn/T/com.microsoft.Word/Content.MSO/11CF9DAB.tmp) and click on “Download account activity”
  • Choose your account from the drop down list
  • Select File Type “Spreadsheet (Excel, CSV)”
  • Choose your “Date Range” or “All Transactions”
  • Click on “Download”
  • The file will automatically download to your computer. You can click on it through the Downloads tab in your browser and it will open it in Excel.

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

  • Go to onedrive.live.com and sign in with your Microsoft account.
  • Click on Upload 🡪 Files
  • Select the file downloaded in Step 2 and click Open
  • The file will be uploaded on your One Drive
  •  Click on it to open it using Excel Online

Your financial life in a spreadsheet, automatically updated each day

Tiller connects 21,000 banks to your spreadsheets and automatically updates them with your spending, balances, and net worth each day. Track everything in one place with flexible templates and no ads.

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

  • Go to drive.google.com and sign in with your Google account.
  • Click on New 🡪 File Upload
  • Select the file downloaded in Step 2 and click Open
  • The file will be uploaded on your Google Drive
  •  Click on it to open it using Google Sheets

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