How to Upload Your Chase Statement to Monavio
Follow these steps to download your Chase (United States) bank statement and upload it to Monavio. Our AI will automatically extract and categorize all your transactions.
Step-by-Step Guide
- 1
Log in to your Chase account at chase.com or open the Chase mobile app.
- 2
Navigate to "Statements & documents" from the account menu or the hamburger menu on mobile.
- 3
Select the account you want to download a statement for (checking, savings, or credit card).
- 4
Choose the statement period you want — Chase stores up to 7 years of statements online.
- 5
Click the "Download" icon (PDF) next to the statement date to save it to your device.
- 6
The PDF will be saved to your Downloads folder. You can now upload it directly to Monavio.
Tips & Common Issues
- ✓ Chase PDFs are text-based and extract cleanly — no special handling needed.
- ✓ Credit card statements and checking statements have different layouts but both are supported.
- ✓ If you download a "combined statement" with multiple accounts, Monavio will extract transactions from all accounts.
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