Agency Insights

Import Transactions

Upload CSV files from your Chase bank accounts or credit cards.

Account Type

Chase Checking

Chase Credit Card

Select the type of Chase account this CSV is for. This helps with parsing.

Choose CSV File

CSV Format Notes

• Ensure your CSV is directly downloaded from Chase.

• The parser expects common Chase headers like "Transaction Date", "Description", and "Amount".

• Some variations in Chase CSVs might require manual adjustments or parser updates.

• Maximum file size: 5MB.