How to Convert American Express Statement to CSV
Follow this simple guide to convert your American Express bank statement PDF into a clean CSV file. CSV files work with Excel, Google Sheets, QuickBooks, and any accounting app.
What You'll Need
- A PDF bank statement from American Express (with selectable text, not a scanned image)
- A Statement Pro account (sign up free)
Step-by-Step Guide
Download Your American Express Statement
Log in to your American Express online banking account and navigate to your statements section. Download the statement you want to convert as a PDF file.
Tip: Log in to americanexpress.com and go to 'Statements & Activity' for your card. Select the billing period and click the PDF download icon. On the Amex mobile app, tap your card, go to 'Statements,' and select the period to download. Amex keeps statements for the past 10 years. Note that Amex billing cycles vary by card, so statement dates won't always align with calendar months. Business card statements may include additional detail like employee card breakdowns.
Upload to Statement Pro
Go to the upload page and drag-and-drop your PDF or click to select it. Statement Pro automatically detects American Express statements and begins extracting transactions immediately.
Download Your CSV File
Once processing is complete, click the download button to get your CSV file. All transaction dates, descriptions, and amounts are preserved accurately and ready for use in your favorite spreadsheet or accounting application.
American Express FAQ
Charge cards (like Platinum and Gold) require full monthly payment, while credit cards (like Blue Cash) allow carrying a balance. Statement Pro handles both types — the PDF statement format is similar for conversion purposes.
Yes, Statement Pro supports American Express Business Gold, Business Platinum, Blue Business Plus, and other business card statement PDFs. This is especially useful for separating business expenses from personal charges.
American Express keeps statements available online for up to 10 years, which is longer than most banks. You can download older statements from the Statements & Activity section of your account.
The CSV includes all transaction data from the statement — dates, descriptions, and amounts. Membership Rewards summary information that appears on the statement is not included as a separate field, since it's not part of the transaction table.
Business owners often need to import Amex transactions into QuickBooks, Xero, or other accounting software. CSV conversion automates this process and eliminates manual data entry for expense categorization and tax prep.
Related Guides for American Express
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