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3 Easy Steps to Download Transactions


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Log On and Choose Your Account
Chase Bank is one of many financial institutions that offer account downloads.

Downloading transactions from Chase.com

Learn how to export, or download, transactions from your bank, credit union, brokerage or other financial institution. Sample images in this short tutorial are from accounts held with JP Morgan Chase and Discover, but you can use this as a guide to export transactions online from financial accounts held just about anywhere.

Log on at your financial institution website. Click on the account you want to export, or download, transactions from.

Most financial institutions let you export an entire statement or transactions that cleared since your last download. If you do not want to download an entire statement, click on recent transactions or a similar option for the account you are downloading.

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