How to export your Chase UK statement to CSV

By The Income Tracker · Updated 8 September 2026

Export Chase UK transactions as CSV

1. Open the Chase app and tap your profile icon.
2. Tap Statements.
3. Pick a monthly statement, or create a custom statement with a date range of up to 90 days.
4. Choose CSV as the format. PDF is the other option.
5. Save or share the file to your computer or cloud drive, then import it into The Income Tracker.

Custom statements are capped at 90 days each. Monthly statements appear on the 2nd of the following month (the 3rd for the credit card) and stay available for six years, even after you close the account.

Formats Chase UK offers: CSV and PDF. CSV is the cleanest import. OFX and QIF also import directly.

What happens after you import

Drop the file in and every transaction lands in a month-by-month ledger. Drag items into categories, flag the recurring ones, and watch your surplus update as you go. Money moved between your own accounts gets auto-skipped, so transfers never double-count. Duplicates are caught too, so importing overlapping date ranges is safe.

Only got a PDF? You can still import it. See how to import a PDF bank statement.

Frequently asked questions

Can I export Chase UK transactions to CSV for free?

Yes. Chase UK lets you download your own transactions as a file at no cost from the Chase app (Chase has no web banking). You then import that file into a budgeting tool such as The Income Tracker.

Do I need to connect or log in to my bank to use The Income Tracker?

No. There is no open-banking connection and you never enter bank credentials into The Income Tracker. You download the file from Chase UK yourself and drop it into the app, which runs entirely in your browser.

Is my Chase UK data kept private?

Yes. The Income Tracker is local-first. Your imported transactions stay in your own browser and are never uploaded to a server, unless you choose to sign in to sync across devices.

Is Chase UK PDF only?

Not any more. Chase's own support page says statements can be exported as PDF or CSV, and that a custom statement can cover up to 90 days. Older third-party guides that say PDF only are out of date.

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