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Export American Express Transactions to Sheets or Excel

OpenBudget2 min read
A credit card and transaction statement flowing into a spreadsheet with an AI assistant

American Express lets card members download recent activity and billing-statement transactions as CSV or Excel files. The export starts from Statements & Activity in your online account.

How to export American Express transactions# permalink to this section

Step 1: Sign in to your American Express account# permalink to this section

  • Open American Express Statements & Activity. American Express will ask you to sign in if you are not already logged in.
  • Choose Cards and Banking as the account type.
  • Enter your User ID and password, then select Log In.

Step 2: Open the activity for the card you want to export# permalink to this section

  • Select the card account you want to work with.
  • Open Statements & Activity.
  • If you have more than one American Express card, export each card separately so every transaction makes it into your spreadsheet.

Step 3: Choose the transaction period# permalink to this section

American Express says the previous two years of transactions are available online and can be sorted, filtered, and downloaded as PDF, Excel, or CSV. Its CSV support page separately confirms CSV downloads for recent activity and the past six billing statements.

  • Choose recent activity or the statement period you need.
  • Apply any date or transaction filters before downloading if you only want part of the activity.

Step 4: Download the file# permalink to this section

  • Select the download option on the activity page. American Express says the available options appear on the left side of the page.
  • Choose CSV for a file that opens in Google Sheets or Excel. Choose Excel if you want to preserve an Excel workbook format.
  • Save the file somewhere you can find it, such as your Downloads folder.

Check the downloaded transactions# permalink to this section

Open the file in the spreadsheet app you use and confirm that the first and last transaction dates match the period you selected. Review the amount column before building formulas or charts because credits and refunds may use a different sign from purchases. Pending charges may not appear until they post.

Let your AI work from live financial data.

Connect your accounts once so Claude, ChatGPT, and other supported assistants can answer questions using current transactions and balances. OpenBudget also keeps Google Sheets or Excel updated automatically.

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