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Chase - Uploading your transactions & bank statements (CSV or PDF) to Finaloop

Connect Chase to Finaloop Accounting and, when we ask, export a CSV of your Chase transactions or a PDF statement and upload it, so your Chase accounts and cards stay accurate in your books.

Written by Ryan

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Applies to: Finaloop Accounting

Finaloop Accounting, Finaloop's real-time bookkeeping and accounting service, imports your Chase account and card activity automatically once you connect Chase as a bank account, and you can export a CSV of your transactions or a PDF statement from Chase and upload it whenever we need data the connection can't provide.

In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution. We'll ask for these in a mission, a task in My missions where we ask you for information we need. Here's how to connect Chase, how to find the relevant reports in your Chase account, and how to upload them to Finaloop.

1. Connect Chase to Finaloop

Chase connects to Finaloop automatically through Plaid, a secure service that links bank accounts, so your transactions flow into your books without uploads. If Chase isn't connected yet, follow these steps:

  1. Go to Settings → Banks & Credit Cards.

  2. Click Connect banks and cards.

  3. In Select institution, search for Chase and select Chase.

  4. Follow the on-screen instructions to sign in to Chase and choose your accounts.

Your Chase accounts then appear in Banks & Cards → Accounts overview.

When we ask you to upload files

Once Chase is connected, you only need to upload files when we ask for them in a mission on your Chase account. This usually happens when:

  • We need transactions from before your connection's history starts, or for a period the connection missed. We'll ask for a CSV.

  • We need to confirm your balances, for example during onboarding or at year end. We'll ask for PDF statements.

2. Exporting a CSV file of your Chase transactions

This guide will walk you through downloading a CSV file containing your transaction history for your Chase account. Each Chase download holds up to 1,000 transactions, so for a long date range, download several shorter ranges and upload each file.

What you'll need to export a CSV

  • Your Chase account login credentials (Username & Password)

Steps to export a CSV

  1. Log in to your Chase account using your username and password.

  2. On the homepage, open the Showing dropdown, which lets you choose the type of account you want to view, and click All accounts.

  3. Click on the account relevant to your mission.

  4. Scroll down to Account activity. You'll see a download symbol (Download account activity) on the far right. Click on it.

    Chase Account activity bar with the Download account activity icon on the far right outlined.

  5. You'll now see three dropdowns:

    • Account: Select the account relevant to your mission.

    • File type: Select Spreadsheet (Excel, CSV).

    • Activity: Select Choose a date range, then enter the dates relevant to your mission in From and To.

  6. Click Download to save the CSV file to your device.

    Chase Direct Download form with the Account, File type, Activity and date fields and the Download button outlined.

    ① Account, ② File type, ③ Activity, ④ From and To, ⑤ Download.
    ​

  7. Head over to your mission in Banks & Cards → Accounts overview and upload your CSV file, following the steps in "Uploading your CSV or PDF to Finaloop".

3. Exporting a bank statement (PDF) from your Chase account

As part of our onboarding and year-end reviews, we may ask for bank statements to confirm your bank balances and keep your books accurate. Chase keeps up to 7 years of statements online, depending on the account type, and usually posts each statement 3 to 5 business days after the statement cycle ends. Source: Chase's Paperless Statements

What you'll need to download a statement

  • Your Chase account login credentials (Username & Password)

Steps to download a statement

  1. Log in to your Chase account using your username and password.

  2. On the homepage, open the Showing dropdown and click All accounts.

  3. Look for the account relevant to your mission and click More.

  4. In the dropdown, select Statements & documents and then click Statements. You can also open the main menu in the top-left corner of your dashboard and select Statements & documents.

    Chase Bank accounts list with the More button and the Statements & documents option in its dropdown outlined.

    ① More, ② Statements & documents.
    ​

  5. Under Statements, click the View dropdown and select the year relevant to your mission.

  6. Look for the statement relevant to your mission and click the download symbol under Open or save on the far right to save the PDF statement to your device.

    Chase Statements section with the View year dropdown and the download icon for the October 2026 statement outlined.

    ① View, ② download icon.
    ​

  7. Head over to your mission in Banks & Cards → Accounts overview and upload your PDF statement, following the steps in "Uploading your CSV or PDF to Finaloop".

4. Uploading your CSV or PDF to Finaloop

  1. In Banks & Cards → Accounts overview, click Review on your Chase account (the button shows the number of open requests, for example Review (1)).

  2. Click Review on the request.

  3. Click Upload attachments (for a CSV request) or Upload PDF Statement (for a statement request) and choose your file.

  4. Click Submit.

You'll see Data submitted successfully once your file is on its way to us.

Tip: Upload your CSV in its original format and currency, and avoid converting a PDF into a CSV or altering any data.

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Need help?

If you have any questions or trouble finding the information you need, feel free to contact us at [email protected]!

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