US bank · United States

Import Chase Statements into Tally Assistant

Chase online banking lets you download transaction history in common spreadsheet formats. Most freelancers export the CSV or Excel option and upload it as-is.

US freelancers with personal or business checking accounts who want their bank activity inside one bookkeeping workspace.

Export your Chase file

  1. 1Sign in to Chase online banking and open the account whose transactions you want.
  2. 2Look for the download or export option on the statement or transaction history page and choose the spreadsheet format (CSV or Excel).
  3. 3Save the file to your computer. No reformatting needed before uploading.

What happens after upload

  • Upload the file as-is in Tally Assistant. The AI detects the date order, decimal separator, and currency column automatically.
  • Every transaction is categorized and matched to a client or expense category for your review.
  • The original import stays attached to your records as documentation.

What to watch out for

  • Some Chase statements export as PDF only, depending on the account type. Use PDF import for those.
  • Business and personal accounts are separate downloads. Import each one and keep them separate with their own categories.

Questions

Does Chase offer CSV export for business accounts?

Chase business accounts offer transaction downloads in spreadsheet formats through online banking, and statement PDFs are also available. Whichever format you get, Tally Assistant imports it: CSV and Excel uploads are parsed automatically, and PDF statements are read page by page.

What if my Chase CSV has columns in an unusual order?

It works as-is. The importer detects the column layout from the file itself instead of expecting a fixed template, so date, amount, and description columns are found no matter the order.

Free plan, no credit card

Import 100 transactions a month for free. Any bank, any format, any language.

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