LedgerBox

Convert American Express statements to Excel, CSV, or QuickBooks

Upload a American Express PDF statement and download a clean spreadsheet: every transaction, date, and balance extracted and reconciled.

Convert a American Express statement See pricing
$0.00
Reconciliation difference to pass
Any bank
No template needed
20
Files in a single drop

About American Express · registry record

FDIC Cert. № 27471

Legal name
American Express National Bank
Institution type
Bank
Charter
National bank · OCC
Established
1989
Headquarters
Sandy, UT
Branch network
1 office
Total assets
≈ $218 billion (USD)
Holding company
American Express Co
Also known as
Amex, American Express National Bank
Official site
www.americanexpress.com

Statements supported

Public record · retrieved Aug 2026

Registry data from public FDIC records. LedgerBox is independent and not affiliated with or endorsed by American Express.

How to convert a American Express statement

  1. Upload the statement

    Drag in the PDF as downloaded from www.americanexpress.com. Multi-month files and scans are fine.

  2. We extract and reconcile

    Every row is processed, then checked: debits, credits, and running balances must add up before the document is marked clean.

  3. Download Excel, CSV, or QBO

    Dates, descriptions, and amounts land in separate, consistent columns. Open the spreadsheet directly or import the QBO file into QuickBooks.

How to download a American Express statement

  1. Sign in to online banking

    Statements sit behind the login at www.americanexpress.com, usually under a heading like statements, documents, or paperless. A mobile app often shows fewer months than the browser does.

  2. Take the statement, not the transaction export

    A statement PDF carries the opening and closing balances; a transaction CSV or spreadsheet download does not. Those balances are what a reconciliation checks the rows against, so the PDF is the more useful file even though the CSV looks readier.

  3. Download every month you need, one PDF each

    Most banks issue one statement per account per month. Download the whole range before you start, because the online window is limited and a period that falls out of it becomes a request to the bank rather than a click.

  4. For anything older, ask the bank

    Statements past the online window, and every statement from a closed account, are retrieved by request. Banks keep the records for years after closure and will pull them, usually for a fee.

The account is already closed? How to request statements from a closed account

American Express at a glance

American Express National Bank was established in 1989, and has been FDIC-insured since 1989. It is chartered as a national bank, supervised by the Office of the Comptroller of the Currency (OCC), and is part of American Express Co. Earlier in its history it operated as American Express Resource Corporation, American Express Deposit Corporation and American Express Centurion Bank.

Total assets
$218B
Total deposits
$174B
Equity capital
$19.0B
Net income, YTD
$2.0B
Return on assets
3.74%
Return on equity
42.14%

Figures as of Mar 31, 2026, from public FDIC records. Money figures are approximate.

American Express statement anatomy

A sample business checking statement, and how LedgerBox processes each part during extraction and reconciliation.

The statement period sets the dates

Transaction rows often print MM/DD dates without the year. LedgerBox resolves the full date from the statement period, including periods that span a year boundary.

Sections become one transaction table

Deposits and withdrawals often sit in separate sections rather than one table. LedgerBox processes every section and exports one transaction per row, with separate debit and credit columns.

Balances drive reconciliation

Ending balances are checked against the extracted rows: debits, credits, and running balances must add up, and any row LedgerBox cannot verify is flagged for review instead of guessed.

Also worth knowing

Card statements group transactions by category (payments, purchases, fees, interest), and the export preserves sign conventions so totals match the summary. Scanned statements convert through OCR, with any row that misses the section totals flagged for review.

American Express conversion FAQ

How do I convert a American Express PDF statement to Excel or CSV?

Create a free LedgerBox account, upload the American Express PDF, and download the converted file. The free trial covers your first statement with no credit card, and sharing LedgerBox with a colleague opens enough pages for several more.

Does it work with scanned or photographed American Express statements?

Yes. LedgerBox runs OCR-backed extraction, so image-based PDFs and scans convert the same way as digital statements. Reconciliation flags any row it could not read with confidence instead of guessing.

Is my American Express statement data secure?

LedgerBox encrypts documents in transit and at rest. It isolates each organization. Customer documents do not train a model. Contact LedgerBox to erase stored files.

Which export formats are supported?

Excel (XLSX), CSV including QuickBooks 3-column and 4-column layouts, QBO for QuickBooks Web Connect, and JSON. Every export uses one transaction per row with separate date, description, debit, credit, and balance columns.

Does LedgerBox only work with the banks listed on this site?

No. LedgerBox processes the statement itself rather than matching it against bank-specific templates, so statements from any institution convert the same way. These pages are guides for the most searched-for banks, not a compatibility list.

Ready to convert your American Express statement?

Upload a PDF and download a clean spreadsheet. No card required.

Get started free

Rather not import a file at all? Import statement rows straight into QuickBooks