How to use Spending Summary
See how your spending varies over time or monitor your spending by category.
With Spending Summary, you can keep up with where and how you spend money across all your credit cards and checking accounts, including any external financial accounts you have linked. You can do this through J.P. Morgan OnlineSM or the J.P. Morgan Mobile® app.1
Here’s how to get started:
- Sign in to JPMorganOnline.com
- Select “Manage your spending” from the “Plan, track & manage” tile
- See a summary of your recent spending
- Choose which accounts to show in the “Showing” dropdown
- Choose a time frame to focus on in the “Show” dropdown
- Sign in to the J.P. Morgan Mobile app
- Scroll down, and tap “Manage your spending”
- See a summary of your recent spending
- Choose which accounts to show in the “Account” dropdown
- Choose a time frame throughout to focus on in the “Show” dropdown
Frequently Asked Questions
Eligible J.P. Morgan Chase personal banking accounts (excluding trust accounts) and credit cards, and linked external accounts, are included in Spending Summary. All eligible accounts are included automatically, but you can adjust your account selections if you don’t want to see transactions from a particular account.
Spending Summary includes transactions from personal banking accounts (excluding trust accounts) and credit cards. The transactions count toward your spending once they’ve posted, which usually takes 24-48 hours. J.P. Morgan Chase credit card payments do not count toward your spending.
Yes. You can re-categorize or exclude transactions in Spending Summary for eligible J.P. Morgan Chase accounts. You cannot re-categorize transactions for external accounts.
On JPMorganOnline.com or the J.P. Morgan Mobile app:
- Go to “Manage your spending,” select the account and time frame to show, and select “Spending” under the chart
- Locate and select the specific transaction you want to update
- Change the category for any transaction in the list or exclude any transaction with the “Exclude transaction” toggle
- Any transactions you exclude won't count toward your total spending amounts
1You can download the J.P. Morgan Mobile® app from the App Store or Google Play. App Store is a trademark of Apple Inc., registered in the United States and other countries. Android and Google Play are trademarks of Google Inc. Use of these trademarks is subject to Google Permissions. J.P. Morgan Mobile® app is available for select mobile devices. Message and data rates may apply.
Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.
