Create a budget right from Chase Online
Track Your Spending
Learn more about your spending habits and create a budget right from chase.com. Here’s how:
 Sign in to your chase.com account Sign in to your chase.com account
 On the right side of the overview dashboard, click the Manage your spending tile On the right side of the overview dashboard, click the Manage your spending tile
 Click the toggle to see your income side by side with your spending Click the toggle to see your income side by side with your spending
 Scroll down to see your spending in different categories. You can even see the merchants where you’ve spent the most Scroll down to see your spending in different categories. You can even see the merchants where you’ve spent the most
 If you’d like to create a monthly budget, click Set a budget If you’d like to create a monthly budget, click Set a budget
 You can create a budget for individual categories, your total monthly spending or both You can create a budget for individual categories, your total monthly spending or both
 Tell us how much you want to spend in your Monthly budget Tell us how much you want to spend in your Monthly budget
 After you’ve added the amount, click Save After you’ve added the amount, click Save
 When you’re finished, click Done When you’re finished, click Done
 We’ll track your spending throughout the month so you can see how you’re doing We’ll track your spending throughout the month so you can see how you’re doing
 You can always make changes to your budget by clicking Edit You can always make changes to your budget by clicking Edit
 On chase.com, you can also access a summary of your spending over the past year, broken down by category On chase.com, you can also access a summary of your spending over the past year, broken down by category
 Click Download transactions to get started and see the available file formats Click Download transactions to get started and see the available file formats
 The Spending Report PDF is available to all users with a Chase or J.P. Morgan credit card The Spending Report PDF is available to all users with a Chase or J.P. Morgan credit card
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