Chase CSV guide

See where your Chase money went without connecting your bank.

OpenFinance turns Chase checking and credit-card CSV exports into spending categories, recurring-payment clues, savings summaries, and a cash-flow dashboard. The CSV is processed locally on your device.

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Privacy boundary: OpenFinance does not ask for a Chase username, password, or account connection. Imported files are saved in this browser's IndexedDB until you clear them. Read the complete privacy explanation.

How to use a Chase export

Sign in to Chase using the official Chase website or application.
Open the relevant checking or credit-card account and use its download or account-activity export option.
Select CSV as the file format and an appropriate date range. Menu wording can change; verify that the downloaded file came directly from Chase.
Open OpenFinance and choose Import Data.
Drop in one or more CSV files. Confirm the account type, amounts, and date range before interpreting the report.

What is recognized

Chase checking

The parser recognizes exports containing fields such as Posting Date, Description, Amount, Type, and Balance.

Chase credit cards

The parser recognizes exports containing fields such as Transaction Date, Post Date, Description, Category, Type, and Amount.

Multiple files

Import several exports together to create one view. Review transfers and duplicate date ranges carefully.

What to verify

Bank formats can change. Confirm transaction signs, transfers, refunds, balances, categories, and duplicate date ranges against the original statement. OpenFinance is not affiliated with or endorsed by JPMorgan Chase & Co.

Why use CSV instead of bank sync?

A CSV workflow gives you explicit control over which date range and accounts enter the tool. The trade-off is that you must export new activity and review it yourself. OpenFinance is best for people who prefer a deliberate monthly review over continuous account aggregation.