Chase is the largest bank in the United States with over $2.7 trillion in assets and millions of customers. Connect your Chase accounts to Quadratic to track spending, monitor balances, and build dashboards that give you complete visibility into your finances.
- Connect all Chase accounts: checking, savings, credit cards, and investments.
- Track Chase Sapphire, Freedom, and other credit card rewards and spending.
- Monitor your Chase checking and savings balances in real-time.
- Analyze Chase Business Banking transactions for expense tracking.
- Build custom dashboards combining Chase with other bank accounts.
- Securely connect via Plaid with read-only access to your data.
Why Chase + Quadratic?
Chase offers a comprehensive suite of financial products. Quadratic helps you see how they all work together.
Unified View
See your Chase checking, savings, credit cards, and investments in one spreadsheet alongside accounts from other banks.
Rewards Optimization
Analyze spending patterns to maximize Chase Ultimate Rewards points and cash back across your card portfolio.
Business + Personal
Track both Chase personal and business accounts together while keeping them organized for tax purposes.
Use Cases
How Quadratic users analyze their Chase accounts.
Credit Card Rewards Tracking
- Track Ultimate Rewards points earned across all Chase cards.
- Analyze spending by category to maximize bonus rewards.
- Monitor progress toward signup bonuses and spending thresholds.
Business Expense Management
- Separate personal and Chase Business accounts in one view.
- Track Ink Business card spending by category.
- Generate expense reports for tax preparation.
Cash Flow Analysis
- Monitor Chase Total Checking and Savings account balances.
- Track recurring deposits and automated transfers.
- Visualize monthly income vs. expenses across all Chase accounts.
Investment Monitoring
- Track J.P. Morgan Self-Directed Investing account performance.
- Monitor Chase retirement accounts (IRA, 401k rollovers).
- Compare investment returns alongside checking and savings data.
AI-powered Chase analysis
Ask questions about your Chase transactions in plain language. "What did I spend on dining last month?" or "Show my Chase Sapphire transactions over $100" - get instant answers and visualizations.
Go beyond Chase's app
Chase's mobile app shows your data, but Quadratic lets you analyze it. Combine Chase transactions with data from other banks, build custom reports, and use Python or JavaScript for advanced analysis.
Bank-grade security
Your Chase credentials are handled exclusively by Plaid and never touch Quadratic's servers. The connection is read-only - we can see your data but never move money or make changes to your accounts.
FAQ
How do I connect my Chase account to Quadratic?
From your Quadratic workspace, go to Connections, select Plaid, and choose Chase from the list of supported institutions. Log in securely with your Chase credentials to grant read-only access.
Which Chase accounts are supported?
All Chase consumer accounts are supported including checking, savings, credit cards (Sapphire, Freedom, etc.), CDs, and J.P. Morgan Self-Directed Investing accounts. Chase Business accounts are also supported.
Can I track my Chase credit card rewards?
Yes. Your transaction data includes spending categories, allowing you to analyze where you earn bonus points and optimize your card usage for maximum rewards.
Is my Chase login information secure?
Quadratic connects through Plaid, a trusted financial data platform used by thousands of apps. Your Chase credentials are never stored by Quadratic, and the connection is read-only.
How often does Chase data refresh?
Transaction data typically refreshes within a few hours. Balance information updates more frequently, usually within minutes of changes to your account.
Can I connect multiple Chase accounts?
Yes. You can connect all Chase accounts linked to your login, and you can also connect accounts from multiple Chase logins if you have separate personal and business relationships.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
