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How to Export a Chase Statement to Excel (Easiest Way in 2024)‍

In this article, we will show you how to export chase statements to Excel. Simply follow the process below. 

Download Chase Statement as Excel

Follow the steps below to download Chase statements as an Excel file.

1. Access the Bank's Online Portal

To download Chase bank statements in Excel format, you first need to access the bank's online portal. Log in to your Chase account using your credentials. 

can you export chase statement to excel
Source: Taxila - Accounts & Tax Solutions

2. Navigate to the Appropriate Account

Once logged in, navigate to the business account where you wish to download the bank statements.

export chase statement to excel
Source: Taxila - Accounts & Tax Solutions

3. View Current Bank Transactions and Initiate the Download Process

After selecting the business account, you will be able to see the current bank transactions. Click on the "Download account activity" button.

download chase statement as excel
Source: Taxila - Accounts & Tax Solutions

4. Select Download Parameters

Choose the appropriate account, file type (CSV or Excel), and the period for which you want to download the transactions. This step customizes the data you will download to ensure it meets your specific needs.

how to export chase statement to excel
Source: Taxila - Accounts & Tax Solutions

6. Download the Bank Statements

After selecting the necessary parameters, click the "Download" button. This final step completes the process, and the bank statements will be saved to your chosen location on your device.

Source: Taxila - Accounts & Tax Solutions

We hope that you now have a better understanding of how to export Chase statements to Excel.  If you enjoyed this article, you might also like our article on how to download RBC bank statements in Excel and how to export Bank of America statement to Excel.