Amex credit card statement to Excel
Drop a American Express card statement and get a spreadsheet with the columns split the way the statement prints them. The file stays in your browser.
Drop your Amex statement here
or click to choose a file · nothing is uploaded
Import straight into accounting software
A CSV leaves you at the door of QuickBooks or Quicken; these formats walk in, with each transaction carrying an id so a re-import can't duplicate it. The plain .ofx is the same file without the Intuit tag, for GnuCash, Moneydance and anything else that reads a bank feed.
QuickBooks (.qbo)Quicken (.qfx)Plain .ofxWhat a Amex statement looks like
| Columns | Date · Description · Amount |
|---|---|
| Dates | One per transaction |
| Sections | Payments and Credits · New Charges · Fees · Interest Charged |
Amex prints one date per transaction and puts a reference number on its own line beneath the description. Card member names appear as headings when the account has more than one card, which splits the list into blocks that each need their own header handling.
How Amex writes its transaction lines
Each description is followed by a reference number on its own line, and on accounts with more than one card the member's name appears as a heading between blocks of transactions. Both are extra lines that carry no amount, and both belong to the structure rather than the data.
What to check afterwards
With no running balance there is nothing to reconcile row by row, so the arithmetic check that catches errors on a chequing statement cannot help here. Add up the New Charges section yourself and compare it against the total the statement prints. That is the only end-to-end check available.
Where to download your Amex statement PDF
Statements and Activity at americanexpress.com, then the cycle you want. Amex also offers a date range export for recent activity, which is faster than converting if the period you need is inside it.
Several cycles to combine? Merge the converted files, then check for duplicates where they overlap. Moving the result into accounting software: the QuickBooks route.
Amex statement questions
How do I total Amex spend correctly?
Filter to the New Charges section first. Payments and Credits sits in the same amount column with the opposite sign, so summing the whole column gives you net movement rather than spend.
There is no balance column. Does that matter?
It removes the arithmetic check. On a checking statement each balance proves the row above it, and the converter uses that to catch its own mistakes. On an Amex statement the only end to end check is comparing your total against the printed one.
Card statements carry no running balance, so the arithmetic check that verifies a bank statement cannot run here. Why that matters. On scans and how nothing is uploaded: read the details.