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GUIDE · DOWNLOAD STATEMENTS

How to download your Chase statements

The fastest way to get the monthly PDF statements from Chase that you need for a profit & loss statement — the official PDFs, with the balances that let every figure reconcile.

UPDATED JULY 2026 · RAPIDPNL

Where Chase keeps your statements

Account tile → Statements & documents

Statements are easiest to download on a desktop browser rather than the mobile app. If the exact wording differs from the steps below, look for “Statements” or “Statements & Documents” — banks tuck it under the account or a top-level menu.

Step by step

  1. 01Sign in at chase.com on a desktop browser (the PDF download is easiest there).
  2. 02On your account dashboard, click the account you want statements for.
  3. 03Open the “Statements & documents” menu near the top of the account view.
  4. 04Pick “Statements,” choose the month you need, and click to open the PDF.
  5. 05Use your browser’s download button to save the PDF. Repeat for each month and each account.
Download the PDF, not a screenshot or a spreadsheet export. RapidPnL reads the official statement PDF because it carries the beginning and ending balances — that's what lets us prove your P&L reconciles to the penny. Business and personal accounts work the same way. If you have a Chase business credit card, grab those statements too — RapidPnL matches card payments so nothing double-counts.

How far back can you go?

Chase keeps up to 7 years of statements online for most accounts. If you need older statements than appear online, contact the bank to request them.

Turn those statements into a P&L

Upload the PDFs and get a management-use profit & loss in minutes — every statement reconciled to the penny. $49 for 3 months, then $9 each additional month. Full refund if we can't reconcile.

Get your P&L · $49

Using a different bank?

Common questions

How many months of Chase statements should I download?

For a profit & loss statement, download every month in the period you want to cover — most business loans ask for 3, 6, or 12 months. RapidPnL covers 3 statement-months for $49, then $9 per additional month.

Should I download a PDF or export transactions to Excel/CSV?

Download the monthly statement PDF. A transaction export usually lacks the beginning and ending balances that let RapidPnL prove every statement reconciles to the penny. The official PDF has them.

How far back do Chase statements go online?

Chase keeps up to 7 years of statements online for most accounts.

Do credit card statements work too?

Yes. Upload your business checking and any business credit card statements together — RapidPnL matches card payments to your bank so nothing gets double-counted.

This guide is general information, not tax, legal, accounting, or financial advice, and does not create a professional relationship. Lender requirements and bank websites change; confirm specifics with your lender and financial institution. RapidPnL reports are cash-basis summaries generated from customer-provided data for management use only, not audited or CPA-reviewed. © 2026 RapidPnL LLC.