American Express statement: fields & CSV layout
An Amex statement lists every charge, refund and payment. To categorize expenses you need each as a row. Here are the fields an Amex statement contains and the CSV layout that keeps signs correct.
Convert a credit card statement free →Fields extracted
| Field | Type | Description |
|---|---|---|
| date | date (ISO) | Transaction date, normalized to YYYY-MM-DD. |
| description | string | Merchant name and location as printed. |
| amount | number (signed) | Charges positive (spend) or negative depending on your convention; refunds/payments carry the opposite sign — kept consistent. |
| category | string | Practical spend category (travel, dining, etc.) when inferable. |
Clean CSV layout
| date | description | amount | category |
|---|---|---|---|
| 2026-04-05 | UBER TRIP HELP.UBER.COM | 18.40 | travel |
| 2026-04-07 | WHOLE FOODS MARKET | 92.16 | groceries |
Sample rows are illustrative. ParseDoc outputs this exact column layout from your own document.
Conversion notes
›Amex offers a CSV/Excel/QFX download in the online account for recent statements — fastest when available; PDFs cover closed/older periods.
›Refunds and statement credits must keep the opposite sign of charges or your monthly total won't reconcile.
›Amex descriptions are clean merchant names, which makes auto-categorization more reliable than most bank feeds.
FAQ
Does Amex give CSV?
Yes for recent activity (Statements & Activity → Download). Converting the PDF helps for older periods or when you only have the statement.
Business vs personal?
Both statements share this structure; business cards may add an employee/card-member column worth keeping.
Convert your own American Express credit card statement
Drop the PDF or a photo into the free converter — 10 pages/day, no signup, nothing stored. See also: the full guide.