In this article, we will show you how to download Amex statements in Excel. Simply follow the steps below.
Follow the steps below to download Amex statements in Excel
First, log into your American Express account. Ensure you have your username and password ready. This is the starting point for accessing your transaction details.
Once logged in, you will see a list of your accounts. Choose the specific account for which you want to download the transactions. This step is important as you may have multiple accounts.
After selecting the account, find and click on the "View Transactions" button. This will take you to a detailed list of all transactions associated with the selected account.
On the transactions page, set a custom date range to specify the period you want to download. For example, if you need all transactions for 2022, set the start date to January 1, 2022, and the end date to December 31, 2022.
Once you have selected the date range, look for the download button. Click on "Download" to save the transactions to your computer.
You can choose to download them in CSV or Excel format, which can then be imported into your accounting software.
We hope that you now have a better understanding of how to download Amex statements in Excel. If you enjoyed this article, you might also like our article on how to export a Bank of America statement to Excel.