Does anyone know how to download Chase activities for previous year for tax purposes
Apr 7, 2014, 11:54 am
#1
Original Poster
Join Date: Jan 2003
Posts: 3,785
Does anyone know how to download Chase activities for previous year for tax purposes
I can do it on Amex and on Citi, but couldn't figure out how to do it on Chase. It will only let me download transactions 3 months out to the past. Anything before that, I have to copy and paste from pdf statements! When I contact Chase about it, they replied that it was for my own security that they only provide them in pdf format. Is there a trick out there to do this easily? I just want them in csv format for Excel.
Apr 7, 2014, 3:19 pm
#2
Join Date: Feb 2010
Location: US
Programs: (PM)AA SPG (Marriott), Hilton
Posts: 1,040
One way with Acrobat XI
A possibly better, but not perfect method, using Adobe Acrobat XI:
The sections are grouped together and it will take a few minutes to delete the cruft and get them where you want them. You might be able to speed this up if you delete the cover page, and any other pages that don't transactions on them, before saving as other.
There are probably other PDF -> XLS converters out there. You probably do not want to use a web based once, given the data involved.
Open in Acrobat
"save as other" -> Spreadsheet -> Excel"
This will do some of the work. Once in Excel, you will need to do some more work, but not as much as if you have to cut and paste each line."save as other" -> Spreadsheet -> Excel"
The sections are grouped together and it will take a few minutes to delete the cruft and get them where you want them. You might be able to speed this up if you delete the cover page, and any other pages that don't transactions on them, before saving as other.
There are probably other PDF -> XLS converters out there. You probably do not want to use a web based once, given the data involved.
Apr 7, 2014, 6:07 pm
#4
Original Poster
Join Date: Jan 2003
Posts: 3,785
A possibly better, but not perfect method, using Adobe Acrobat XI:
The sections are grouped together and it will take a few minutes to delete the cruft and get them where you want them. You might be able to speed this up if you delete the cover page, and any other pages that don't transactions on them, before saving as other.
There are probably other PDF -> XLS converters out there. You probably do not want to use a web based once, given the data involved.
Open in Acrobat
"save as other" -> Spreadsheet -> Excel"
This will do some of the work. Once in Excel, you will need to do some more work, but not as much as if you have to cut and paste each line."save as other" -> Spreadsheet -> Excel"
The sections are grouped together and it will take a few minutes to delete the cruft and get them where you want them. You might be able to speed this up if you delete the cover page, and any other pages that don't transactions on them, before saving as other.
There are probably other PDF -> XLS converters out there. You probably do not want to use a web based once, given the data involved.
Apr 7, 2014, 9:02 pm
#6
Original Poster
Join Date: Jan 2003
Posts: 3,785
PDF is only good for human... can't import it to Excel or accounting software. Citi credit card has year end summary but it let you choose the format and you could pick csv format. The same with Amex cards.
Jan 18, 2017, 8:13 pm
#9
Original Poster
Join Date: Jan 2003
Posts: 3,785
I probably should invest in some accounting software that will do this automatically.
Jan 25, 2017, 8:25 am
#10
Join Date: Jan 2003
Location: MSP
Posts: 90
Not sure it'd help you, but Chase and Intuit just reached an agreement to share data... someday.
https://media.chase.com/content/pr/c...s-more-control
https://media.chase.com/content/pr/c...s-more-control
Jan 25, 2017, 2:35 pm
#11
Join Date: Oct 2016
Posts: 18
I am new to Chase so not need anything from them for tax. Doesn't Chase produce 1099 form to each customer for tax purpose?
Jan 26, 2017, 11:59 am
#13
Join Date: Feb 2012
Location: DEN
Programs: Hilton Diamond Hyatt Globalist Marriott Gold AA EXP
Posts: 1,012
You generally shouldn't be paying taxes on points. Bank account bonuses are classified as "interest", hence the 1099. Credit card Points are a "discount" or "rebate" on amounts spent at merchants, at least if min spend is required to receive the points or bonuses.
Discounts are not income therefore not taxable.
Of course with business credit cards, a discount does reduce the tax deductible amount of your business expenses - but most of us with business cards don't always only use them for tax deductible business expenses, right?
Discounts are not income therefore not taxable.
Of course with business credit cards, a discount does reduce the tax deductible amount of your business expenses - but most of us with business cards don't always only use them for tax deductible business expenses, right?
Jan 26, 2017, 1:21 pm
#14
Original Poster
Join Date: Jan 2003
Posts: 3,785
I did call them and try to ask them to raise it to 12 months but they claimed it is a security risk. So 12 months in PDF is not a risk, but it is a risk in excel format... hmmm... Oh and it is not a risk if you have a business credit card...
Jan 26, 2017, 1:25 pm
#15
Join Date: Apr 2000
Location: Palm Beach/ New England
Programs: AA EXP 3MM, DL GM, Marriott Platinum
Posts: 4,382
Chase year-end summary's spreadsheet incompatibility probably costs me eight hours of Excel massaging each tax season.
Citibank is so much easier. Another reason I closed my Chase Marriott card last year.
Citibank is so much easier. Another reason I closed my Chase Marriott card last year.