Can I convert a American Express PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from American Express online do. Scanned paper statements cannot be read.
American Express Statement to Excel: Download and Convert
How to download a American Express statement, and convert it from PDF or CSV to Excel, QuickBooks or Xero in your browser.
insytesBI provides estimates for informational purposes only, not financial, tax or accounting advice.
American Express statements
- What American Express gives you
- CSV, plus Quicken and QuickBooks files
- How far back
- American Express lets you download recent activity and the past six billing statements. For anything older, download the PDF statements and upload those instead.
- How we read it
- Amex CSVs show purchases as positive amounts and your payments as negative. insytesBI recognizes a card file and flips the signs, so purchases count as money out and payments as money in.
Download your American Express transactions
- Sign in at americanexpress.com on a computer.
- Open Statements & Activity for the card you want.
- Choose the option to download your transactions, and pick CSV as the file type.
- Select recent activity or a past billing statement, then download the file.
Frequently asked questions
What does American Express let me download?
CSV, plus Quicken and QuickBooks files
How far back can I download American Express transactions?
American Express lets you download recent activity and the past six billing statements. For anything older, download the PDF statements and upload those instead.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.