Your bank · United States
Exporting from Chase.
About a minute, on Chase's website. Berm has been tested on a file laid out like the one it gives you.
The steps
- Sign in at chase.com on a computer. The Chase app has no CSV download.
- Open your checking account.
- Choose the download icon, Download account activity, above the transactions.
- Leave the file type on CSV, and under Activity choose a date range.
- Enter the dates and choose Download.
How far back: The last 24 months. One file holds at most 1,000 transactions, so take a long stretch in parts.
What the file holds
- One amount column: money out is negative.
- Dates month first (08/13/2026).
- A running balance, so Berm reads your balance from the file itself.
Then
Open Berm and choose the file on the Import card. It is read on your device and never uploaded; Berm says what it found in each column before anything is added, and importing the same file twice changes nothing.
Last updated September 2026. Banks change their websites; if this no longer matches Chase's, tell us.