Chase Bank
statement guide
Chase Bank statementguide
Learn how to download your Chase bank statement and categorize every transaction — transfers, deposits, Zelle, and more.
How it works
Two simple steps to analyze your statement
Download your statement
Get your Chase PDF from Chase.com or the Chase mobile app. We show you exactly how.
Get AI spending breakdown
Upload your statement — AI categorizes every ACH transfer, Zelle payment, ATM withdrawal, and bill payment automatically.
1.Download your statement
Get your Chase PDF from Chase.com or the Chase mobile app. We show you exactly how.
2.Get AI spending breakdown
Upload your statement — AI categorizes every ACH transfer, Zelle payment, ATM withdrawal, and bill payment automatically.
Pricing
Simple, transparent pricing
- 3 PDF pages / month
- AI transaction categorization
- Sankey money-flow chart
- AI insights & savings tips
- Financial health score
- Spending calendar
- CSV export
- 500 PDF pages / month
- Everything in Free, plus:
- Multi-month trends dashboard
- Subscription detector
- AI savings opportunities
- 6 export formats (CSV, Excel, QIF, OFX, QBO, IIF)
- Chat AI financial advisor
- Receipts & invoices extractor
- Table-to-Excel extractor
- File format converter
- 12 months history
- Unlimited PDF pages
- Everything in Basic, plus:
- Redact sensitive info from statements
- Translate statements (30+ languages)
- Fake statement detector
- Fraud & authenticity scoring
- Priority processing
- Priority support
About Chase
Everything about Chase bank statements
Chase bank statement download
You can download your Chase bank statement PDF two ways. Via Chase.com: log in → select your account → Statements & Documents → pick the month → Download PDF. Via the Chase Mobile App: tap your account → Statements → select month → Download. Chase stores up to 7 years of eStatements online — the longest history among major US banks.
What's on a Chase bank statement
Chase statements list every ACH transfer, Zelle payment, direct deposit, bill pay, ATM withdrawal, and Chase QuickPay transaction. Each entry shows date, description, and amount. The JPMCB descriptor appears on Chase-to-Chase transfers and internal transactions — it stands for JPMorgan Chase Bank and is not a third-party charge.
Chase statement for mortgage & visa
Most mortgage lenders and visa applications accept Chase PDF statements downloaded directly from Chase.com or the mobile app. Download the last 2–3 months of statements for most applications. For an official branch-certified copy, visit a Chase branch — a banker can print and stamp a certified statement on the spot.
Chase bank statement analysis
Chase statements contain a mix of ACH transfers, Zelle payments, ATM withdrawals, bill pay auto-debits, and direct deposits. Our AI reads every transaction and assigns it to one of 19 spending categories. You'll see a Sankey money flow chart showing income vs. spending, plus an Excel/CSV export. The JPMCB descriptor on transfers is automatically recognized.
Exporting Chase transactions
Chase lets you export transactions as CSV (for Excel), OFX/QFX (for Quicken), or QBO (for QuickBooks). In Chase Online: account → Activity → Download Activity icon → select date range → choose format. For a full visual breakdown with AI categorization, upload your PDF to mybankstatementanalysis.
FAQ