Track your spending
Build your financial future by keeping an eye on your spending. You can also create budgets, and develop healthy money habits. For Chase checking and credit card customers.
Helping you budget and save
Knowing how you spend money may be helpful because it can help you make informed financial decisions, reduce debt, and save for your future needs. This can help you prioritize your expenses, eliminate wasteful spending, and ensure your financial resources are aligned with your long-term plans.
Watch your spending across different categories and time periods
Compare your income and spending
View all your spending in one place even from Chase credit cards and checking accounts as well as external accounts. You can see how much you’re spending on a monthly, quarterly or annual basis. Add your budget goal, monthly bills and the spending categories that matter to you.
Set up budgets and see your spending by category
Get a clear look into when you’re spending the most and on what all the way down to a merchant level. No need for messy spreadsheets. Create budgets for categories such as education and groceries.
Download your data for tax season
When tax season comes around, you can download the PDF version of your transactions for the last calendar year. If you access the tool on desktop you can download your data in a spreadsheet (CSV), Quicken Web Connect (QFX), Quicken or Microsoft Money (QIF) or QuickBooks Web Connect (QBO).
See your spending by percentage or dollar amount on categories
When you check out Spending Planner you can see a visual graph of your spending over the past few months, including how much yo uspend on average in a month and what categories your spending on.
Available on desktop or the Chase Mobile® app
If you have a Chase checking account and a credit card with Chase, you can access Spending Planner from your desktop computer or on your phone. Once you access the tool, you’ll have access to spending information for your Chase accounts.
Other products to help preserve your peace of mind
Need to build your savings and credit for future life goals? Chase has a variety of other tools to help you on your journey.
Autosave
Autosave let’s you automate transfers between your Chase checking and saving accounts. Whether you want to transfer money when your deposit hits or on a schedule, Autosave can help.
Credit Journey®
Credit Journey is a free tool that let’s you check your credit score at anytime, anywhere with no impact to your credit. Whether you’re at home or on vacation, it tells you what your score is and reasons behind any change.
FAQs
The budgeting tool helps you track and adjust your monthly spending so you can save more. It does not automatically pay your bills or move money.
Your budget includes posted transactions on your J.P. Morgan or Chase checking accounts, credit cards and linked external accounts. Transfers and payments between these accounts are not included.