Chase Bank | Read-only data | Secure connection

Connect Chase Bank to Quadratic

Import your Chase checking, savings, and credit card data to build personal finance dashboards and track spending across America's largest bank.

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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.

Chase Bank data in Quadratic

Read-only balances, transfers, and transactions

Synced

Cash flow

$7,842

Income

+18%

Savings

+$1,240

Connected accounts

8

Transactions

2.4K

Read-only access

On

Recent activity

Quadratic table

PayrollIncome+$3,850
RentHousing-$1,950
TransferSavings-$500
CoffeeDining-$8.40
Why it works

Turn financial data into a live spreadsheet workflow.

Connect Chase Bank once, then analyze accounts, balances, transactions, and investment data with AI, formulas, Python, and charts in Quadratic.

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 Chase Bank with read-only access to your data.

Use cases

Analyze the financial workflows that matter most.

Use Quadratic to move beyond static account views and build reusable analysis across spending, balances, investing, rewards, and cash flow.

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.

Ask AI in plain English

Generate summaries, charts, and analysis from your connected financial data without starting from a blank spreadsheet.

Keep logic editable

Use spreadsheet formulas, Python, SQL-style thinking, and visualizations in one browser-based workspace.

Stay in control

Chase Bank connections are read-only, encrypted, and built for secure financial data access.

Start building better financial dashboards today.

FAQ

Frequently asked questions

How do I connect my Chase account to Quadratic?+

From your Quadratic workspace, go to Connections, select Chase Bank, and 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 uses secure authentication for your Chase Bank connection. 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.

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