How to Get an Amex Statement and Convert It to Excel

American Express (Amex) is a card issuer, so the statements you pull are card statements tied to a monthly billing period rather than a bank account ledger. Whether you need them for expenses, taxes, or reconciliation, here is how to find your Amex statement online and in the app, and how to turn it into a spreadsheet you can actually work with. Menu wording changes over time and varies by card, so the steps below are kept general: look for a Statements & Activity area and follow the labels you see.

View your Amex statement online

You access statements by signing in to your Amex account in a web browser.

1. Sign in to your account on the American Express website.
2. Open the card account you want a statement for. If you have more than one card, make sure the correct one is selected first.
3. Look for a Statements & Activity area, or a similarly named section that lists your past statements and recent transactions.
4. Choose the billing period you need. Amex statements are organized by monthly billing cycle, so pick the closing date or month that matches what you are after.
5. Open or download the statement as a PDF and save it to your computer.

Each statement covers one billing cycle, so if you need a full quarter or year, download each period separately and keep them together in one folder.

View your Amex statement in the app

The mobile app follows the same general flow as the website.

1. Open the app and sign in.
2. Tap the card account you want, then look for a Statements option or a Statements & Activity area.
3. Pick the billing period you need.
4. Use the view, share, or download option to save the statement PDF to your phone, or email it to yourself so you can open it on a computer later.

Look for an activity or transaction export

A PDF statement is easy to read but hard to analyze, because the numbers are locked inside the document rather than sitting in neat rows. Where it is offered, an activity or transaction export is the faster route to a spreadsheet.

In the Statements & Activity area, look for an option to download or export your transactions. Some account views offer a data export in addition to the PDF statement. Common formats you might see include:

• CSV or Excel for opening directly in a spreadsheet program.
• QFX or OFX for importing into accounting or bookkeeping software.

If an export is available, it usually lets you set a date range. That is handy when you want activity that spans two billing cycles, or only a slice of a single period. Note that an activity export reflects posted transactions and may not match a formal statement PDF line for line, so use the PDF when you need an official document and the export when you need editable data.

If you do not see an export option for your card, that is fine. You can still get clean, editable data from the PDF statement itself.

Convert your Amex statement to Excel

When there is no export, or when you already have the PDF in hand, you can convert the statement into rows you can sort, filter, and total.

1. Download the statement PDF using the steps above.
2. Open the free bank statement converter and upload the file.
3. Review the extracted transactions, then export them to Excel or CSV.

The converter reads the dates, descriptions, and amounts from the statement and lays them out as structured rows, so you skip the slow and error-prone work of retyping each line by hand. From there you can drop the data into a budget, an expense report, or your accounting tool.

For a fuller walkthrough, including tips on cleaning up the columns once you have them, see how to convert a bank statement to Excel.

A few practical tips

• Decide up front whether you need an official document or just the numbers. For taxes, audits, or loan applications, keep the original PDF. For analysis, the export or converted spreadsheet is the better fit.
• Download consecutive billing periods when you need a date range that crosses a statement closing date, since one statement only covers one cycle.
• Keep the source PDFs even after converting. If anything in the spreadsheet looks off, the original statement is your reference for checking the figures.
• Match the billing period to the date range you actually need before downloading, so you are not hunting through extra months later.

Once your Amex statement is in a spreadsheet, the data is yours to work with: sort by amount to find your largest charges, filter by description to group recurring subscriptions, or total a category to see where the month went. The PDF gets you the record; the conversion turns that record into something you can act on.