Annual Spend - Chase

[marmaladepie]

Does anyone know an easy way to look up one's current annual card spend for Chase, similar to Amex's YTD spend? I can see previous years' Year-End- Summary reports in Chase. Couldn't filter 2018 transactions by date because it only goes back to March  even though the monthly statements are avail in PDF.

A huge nut went to the Chase Reserve in 2017 so I'm trying to see what 2018 is and might be at the end of the year because I was thinking of downgrading (maybe leverage that for some retainer bonus if they even offer).
Thanks!

[Anonymous]

I don't know but it would take less than 3 mins to open each statement and punch them in a calculator, 3.5 mins by hand.  

[Anonymous]

---

@marmaladepie wrote:

Does anyone know an easy way to look up one's current annual card spend for Chase, similar to Amex's YTD spend? I can see previous years' Year-End- Summary reports in Chase. Couldn't filter 2018 transactions by date because it only goes back to March  even though the monthly statements are avail in PDF.

A huge nut went to the Chase Reserve in 2017 so I'm trying to see what 2018 is and might be at the end of the year because I was thinking of downgrading (maybe leverage that for some retainer bonus if they even offer).
Thanks!

---

You mentioned this is another thread but the chances of you or anyone else getting a retainer offer for the CSR is slim to none.  Just doesn't happen with that card or Chase in general.  People are still applying for that card in large numbers and Chase has no incentive to give out offers to keep the card when every credit guru in the US tells everyone that is the best travel credit card out there.  Instead of focusing on getting an offer that isn't going to happen, decide whether to keep or downgrade the card by how much you utilized the card's benefits this year and what you anticipate doing in the future.  If you don't travel, get rid of the card.  If however, you do even a little travel per year it's not hard to receive benefits far in excess of the AF.

As for calculating your spend year to date, you're going to have to do what @Anonymous suggests and that's add up the 7-8 statement for this year.  Really wouldn't take very long.

[Anonymous]

phew...thought I did something wrong when I got the notification that Irish mentioned me.

[marmaladepie]

Thank you for your responses guys. I figured so, will pull out my TI 89 😂.
Noted in the retainer.

[K-in-Boston]

For the current year, I can't see a way to do it.  For previous years there is the Year-end summary.

[wasCB14]

Doesn't the YE summary only apply to UR cards?

[K-in-Boston]

---

@wasCB14 wrote:

Doesn't the YE summary only apply to UR cards?

---

No idea.  I only have UR cards and OP was asking about a UR card.

[marmaladepie]

Looks like YE reports would be avail on any chase card. I see the option for the IHG card, though I only got it in 2018 so no reports for earlier years.

[wasCB14]

That section is blank for my 2015 Hyatt and IHG cards, but my UR cards only show year-end 2016 summaries. Nothing for 2015 or 2017.

So I'm not sure what to conclude.