How to Download American Express Statements & Transactions (CSV)
Step-by-step: download American Express statement transactions as a CSV for Excel, how far back it goes, and a free report from it or a PDF statement.
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.
What to expect
Formats American Express offers
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.
When you upload it to insytesBI
Amex CSVs show purchases as positive amounts and your payments as negative. insytesBI recognises a card file and flips the signs, so purchases count as money out and payments as money in.
Which file format should I choose in American Express?
Choose CSV. American Express offers CSV, plus Quicken and QuickBooks files. A CSV opens in Excel and Google Sheets and is the safest choice for insytesBI; a QFX or OFX file also works in the bank statement tools.
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.
Can I upload a American Express PDF statement instead?
Yes. A PDF statement downloaded from online banking is read directly by the bank statement analyzer and converter. Scanned paper statements cannot be read, because they are a picture rather than text; for those, download the CSV.
Does insytesBI need my bank login?
No. You only upload the file you exported. insytesBI never asks for your bank password or a one-time code, and no website should.