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We’ve enhanced our platform for chase.com. For a better experience, download the Chase app for your iPhone or Android. Or, go to System Requirements from your laptop or desktop.

Budget Planner

Use the budget planner tool from the Chase Mobile App videoOpens Overlay

 

Set up your budget

Use the budget tool in the Chase Mobile® app to track and adjust your spending so you can save more. Here's how:
 

  1. Step oneAfter signing into your Chase Mobile® app, tap Spending & Budgeting
  2. Step twoTap Get Started
  3. Step threeReview and confirm your income. Tap Edit to change or Next to continue
  4. Step fourNext verify your recurring monthly expenses. Tap Edit to change or Next to continue
  5. Step fiveThen confirm any recurring automatic transfers and tap Next
  6. Step sixReview your flexible budget and tap Finish. You can also Edit here if needed
  7. Step sevenTap Go to Spending Dashboard to view your budget and spending
  8. Step eightTurn on Daily Pacing to see how you are doing for the month

 

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