How are Amex charges with both a transaction date and a posting date handled?

Both dates appear in the parsed row — posting date in the primary Date column, transaction date in Description. This matches how bookkeepers typically categorise receipts (by when the charge happened, not when Amex settled).

Does it work for Platinum foreign-currency charges?

Yes. Foreign-currency rows keep the USD posted amount in the Amount column and the original currency + rate in the Description column, so travel expense reconciliation across multiple countries doesn't need a separate FX report.

Will Delta SkyMiles Platinum statements import into QuickBooks?

Yes. The QBO exporter tags each row CREDIT or DEBIT and uses the cycle-close date — QuickBooks imports the batch as one credit-card billing cycle without manual category mapping.

Can I batch a year of Amex Business Gold statements?

Drop 12 monthly PDFs in two batches (max 10 per upload). Each cycle's Verified badge is shown individually and the ZIP gives you 12 separate XLSX/CSV/QBO files ready for year-end.

Convert your American Express statement to Excel

Platinum, Gold, Green, Blue Cash, and Delta SkyMiles statements. Drop a PDF and get back a verified XLSX, CSV, or QBO in seconds.

BankPDFtoXLS is an independent service. We are not affiliated with, endorsed by, or sponsored by American Express. The name "American Express" is used only to describe compatibility with statements you have legally obtained from your own account. See our trademarks policy.

Drag bank statement PDFs here

or click to browse · PDF · up to 50 MB each · max 25 per batch

How the American Express conversion works

1. Drop your American Express PDF — digital or scanned, monthly statement or a combined multi-month export, up to 50 MB (or batch up to 25 files). Password-protected PDFs and image-only scans both work: scans go through vision OCR automatically.
2. Parse & reconcile — every transaction is extracted and the sum is checked against ending balance minus beginning balance within $0.01.
3. Download XLSX, CSV, or QBO — one click each, or batch up to 10 statements and download them as a single ZIP.

American Express statement structure and quirks

Sections in the PDF

Account Summary · Payments and Credits · New Charges · Fees · Interest Charged

Transaction date format

MM/DD/YY

Products we've parsed

Platinum Card / Business Platinum, Gold Card / Business Gold, Green Card, Blue Cash Preferred / Everyday, Delta SkyMiles Gold / Platinum / Reserve, Hilton Honors / Marriott Bonvoy / Bonvoy Brilliant

American Express statements are purely credit-card — every product, from Green to Platinum to the co-brand cards, uses the same Payments / New Charges / Fees / Interest split. Each charge row carries the transaction date, the date Amex posted it, the merchant, and the amount. We preserve all four fields in the export so reconciliation to a receipts folder is straightforward.

Amex cycles close on a fixed day each month, not month-end, so the exported Statement Period reflects the cycle window (e.g. Mar 10 - Apr 9) printed on the statement header. QBO exports use the cycle-close date as the batch date so QuickBooks treats the imported batch as one billing cycle rather than a partial month.

Delta SkyMiles, Hilton Honors, Marriott Bonvoy, and the Business cards all share the same statement template — no separate per-product handling is needed. Foreign-currency charges on Platinum / Gold show the USD posted amount in the Amount column and the original currency + conversion rate in the Description field.

Which American Express statements work

We handle credit-card PDFs from American Express.

credit-card

Common issues with American Express PDFs

Format-specific quirks that break naive PDF parsers — and how the reconciliation pipeline handles each one.

Charge cards (Platinum, Gold) have no running balance

Amex charge cards don't carry a balance month-to-month — the full New Balance is due each cycle — so the statement omits the running-balance column entirely. The standard reconciliation check (sum = ending − beginning) doesn't apply since beginning balance is always zero. The parser switches to a charges-equal-payments check: the printed New Balance must equal the sum of charges minus payments minus credits, within $0.01. The Verified badge fires on this alternative reconciliation, not the running-balance one.

Foreign-currency transactions show three rows

International charges on Amex print as three stacked rows — original amount, FX rate, and converted USD — but only the USD line affects the New Balance reconciliation. Manual export tools that include all three rows in the sum get the math wrong by twice the foreign amount. The parser detects the FX-row triple by the indented format and keeps only the USD line in reconciliation while preserving original currency and rate as metadata columns for travel-expense audit work.

Membership Rewards bonus rows post as $0 transactions

When you redeem Membership Rewards points or earn a category bonus, Amex prints the row as a regular transaction with $0 in the Amount column and the points figure in the Description. Naive parsers either skip $0 rows entirely (losing the redemption history) or misread the points figure as a dollar amount (corrupting the math). The parser detects the points pattern, keeps the row in the export with explicit zero amount, and adds a separate 'rewards' tab in the XLSX listing redemptions and bonuses with their points values.

American Express conversion FAQ

How are Amex charges with both a transaction date and a posting date handled?: Both dates appear in the parsed row — posting date in the primary Date column, transaction date in Description. This matches how bookkeepers typically categorise receipts (by when the charge happened, not when Amex settled).
Does it work for Platinum foreign-currency charges?: Yes. Foreign-currency rows keep the USD posted amount in the Amount column and the original currency + rate in the Description column, so travel expense reconciliation across multiple countries doesn't need a separate FX report.
Will Delta SkyMiles Platinum statements import into QuickBooks?: Yes. The QBO exporter tags each row CREDIT or DEBIT and uses the cycle-close date — QuickBooks imports the batch as one credit-card billing cycle without manual category mapping.
Can I batch a year of Amex Business Gold statements?: Drop 12 monthly PDFs in two batches (max 10 per upload). Each cycle's Verified badge is shown individually and the ZIP gives you 12 separate XLSX/CSV/QBO files ready for year-end.

Workflows that rely on Verified output

Most American Express statements that come through us are part of one of these workflows. Each link below explains how the reconciliation guarantee maps to that practice.

Forensic accountants

Discovery packets, multi-year tracing

Divorce attorneys

Opposing-counsel financial disclosure

Bookkeepers

Catch-up & bank-feed gaps

Scanned PDFs

Vision OCR + reconciliation

PDF to QBO

QuickBooks-ready OFX export

For QuickBooks workflows

Verified imports, no duplicates