American Express statement to Excel
Take the charges, credits and payments from an American Express card statement to a spreadsheet, with the signs the right way round and a check against the new balance.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
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How to do it
- Sign in at americanexpress.com or in the Amex app, open Statements & Activity and download the statement you need as a PDF.
- Choose the PDF here. Every page is read, including descriptions that run over two lines.
- Look at the check line: if the balances add up, no transaction is missing or extra.
- Click "Download Excel" or "Download CSV".
Tips
- Amex prints charges as positive amounts because they add to what you owe. Here they come out negative and payments positive, the same rule as a bank account.
- If a credit shows up as money out, check the Amounts setting above the table: "credit card" turns the printed signs round, "bank account" keeps them.
- Checked on sample card statements: purchases, payments and refunds were read with the right signs and the balances added up. Amex account statements that print withdrawals in brackets are read too.
Questions
How is the balance checked on a card?
It takes the previous balance, adds the charges, subtracts the payments and credits, and compares the result with the new balance on the statement.
Can I keep the signs as Amex prints them?
Yes. Switch Amounts above the table to "bank account" and the amounts are kept exactly as printed.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and makes the Excel file on your device. Nothing is sent to a server, there is no account to create and no page limit.
Does it work with a scanned or photographed Amex statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.