Convert American Express bank statement PDF to Excel or CSV (free)
Works with text-based PDF statements from Australian banks. Scanned images can’t be read.
| Date | Description | Amount | Balance |
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Get the full file as Excel or CSV — free. Enter your email and the download unlocks straight away.
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Next step: paste this file into Sorted Budget and every transaction is categorised into a fortnightly budget automatically — A$29 once.
Drop your American Express PDF statement into the converter above. It reads the transactions in your browser and gives you an Excel or CSV file with date, description, amount and balance. Nothing is uploaded to a server.
How to get your American Express statement PDF
In your Amex online account open Statements & Activity and download the PDF statement.
Then budget it automatically
Import the file into Sorted Budget and every transaction is categorised against 550+ Australian merchants and lined up to your pay cycle.
Frequently asked questions
Is my statement uploaded anywhere?
No. The PDF is read by your own browser. It never leaves your device.
Is it free?
Yes. Enter your email to unlock the full download.
What if it misses transactions?
Check the totals against your statement. Some layouts are unusual — email hello@getsortedbudget.com and we’ll add support. If your bank offers a CSV export, that’s always the most accurate source; see our bank CSV guides.
Does it work with scanned statements?
No — scanned images contain no text to read. Download the original PDF from internet banking.