Convert American Express Statements to CSV & Excel
Amex PDFs interleave charges, payments, credits, interest, and Membership Rewards notes. StatementKit keeps financial rows and drops the marketing copy so your expense report is just transactions.
Convert Amex Statement FreeAmerican Express at a Glance
Full Name: American Express National Bank
Country: United States (plus UK, CA, AU cards)
Currency: USD (or local on non-US cards)
Date Format: MM/DD/YY on US cards
Cards: Gold, Platinum, Blue Cash, Business Gold, Delta
Layout: Date | Description | Amount (charges vs credits)
Amex Statement Format
US Amex statements group “New Charges” and then “Payments and Credits.” A naive converter will treat a payment as another purchase. StatementKit signs payments and refunds opposite to charges so Excel totals match the statement balance.
- Extended descriptions often wrap to a second line (hotel folios, airline tickets). Those merge into one row.
- Foreign currency lines may show the original amount and the USD charge — we keep the billed amount.
- Annual fees and interest export as their own categorized rows.
How to Convert an Amex Statement
- On americanexpress.com, open Statements & Activity → Statements → download PDF.
- Upload it to StatementKit.
- Download Excel for expense reports or CSV for QuickBooks. More on the credit card converter.
Frequently Asked Questions
Does this work with Amex Business or corporate cards?
Yes. Business Gold, Business Platinum, and similar PDFs use the same charge/credit structure.
Can I convert a UK or Canadian Amex statement?
Yes. Date and currency formats follow the card’s country; the export still uses YYYY-MM-DD dates.