How to Convert an AmEx Statement PDF to Excel or CSV Format

If you wish to convert your American Express card statement then you have come to the correct blog. This article will show you ways you can download your PDF or CSV file from American Express and convert it into an Excel file format.

There are plenty of reasons why someone would want to review their bank statement, from monitoring their reward points to planning their budget or analyzing their spending pattern.

It is easier to do all this in an Excel file. Together we will go through the steps of how you can convert your bank statement from American Express into an Excel file.

Converting your AmEx PDF Bank Statement into Excel

You can convert your American Express bank statement to Excel using various methods. You can do it manually, although it takes more time, or you can use an online bank statement converter.

Use Convert My Bank Statement to convert your PDFs into Excel files.

The 'Convert My Bank Statement' program is a handy tool that can convert your statements into CSV or Excel formats. It saves you hours and makes the process extremely efficient.

Convert My Bank Statement, lovingly called CMBS, has a freemium plan that does not break your bank. You do not need to convert your bank statement as CMBS offers you to convert 5-page bank statements, however, if your needs precede that, you can always sign up and get 10 free pages a month.

1. Get an account on Convert My Bank Statement
2. Go over to their home page and click on “Click Here to Convert A PDF”
3. Upload your document and click on the “convert” button.
4. The website will then show you a preview of the Excel sheet, click on Download on the top-right corner and you shall have your Excel sheet.

Method 1: Use the internet to download your Bank Statement. 

The steps are as follows:

1. Open your American Express browser and log into your profile.

2. Now on the home page, press “Search a Work” from the drop-down menu.
3. You will find the menu displaying several options.
4. To view your transactions and statements, please select “Account Status”.
5. You can either select “See All” from the right side, or from the left side select the card number name.
6. Now that you’re in the customer base, you can view as well as download the statements in PDF or CSV files.

Method 2: Use the AmEx App to download your statement

For those who did not know before, American Express actually has its app, which means you can download your bank statement straight from the app. 

Here are the steps to do it:

1. Get into your AmEx app, and enter your password and email to log in.
2. On the bottom of your home, please press Statement. You can also find the most recent balance statement, recent payments and credits, the latest available transaction credit, and the total balance.
3. Click on 'Transactions and Statements' to view your recent transactions and statements. You can also review older transactions by choosing the date range you want to check.
4. At last, you can download a PDF of each statement by clicking the statement PDF.

Conclusion

Converting your American Express bank statement to Excel is a smart move for better financial management.

Whether you download it from the website or app, tools like 'Convert My Bank Statement' can simplify the conversion process. With just a few clicks, you can efficiently transform your bank statements into Excel, making financial tracking and analysis a breeze.