Convert an American Express PDF statement to a categorized Excel file.
Upload any American Express personal or business card PDF. Sortlumo parses every charge, normalizes merchants, and categorizes them across 22 spending categories — Excel export on every plan.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from American Express.
Sign in to americanexpress.com
Go to the AmEx website on desktop and click into the card you want to export. Click "Statements & Activity".
Pick a statement period
AmEx shows the last 7 statements by default. Click the prior periods dropdown to access up to 7 years of history.
Click "Download"
Use the "Download" option and choose PDF. Save the file locally.
Drop into Sortlumo
Drag the AmEx PDF onto Sortlumo. We extract every charge, every payment, every annual fee — categorized and exportable.
NoteAmEx also offers CSV export from their site for the last 7 days, but PDF gives you the full statement period in one file — and Sortlumo gives you the same clean spreadsheet either way.
Exactly what we extract from your American Express statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. Sortlumo preserves every category override you've made, so your future self doesn't have to redo any work.
American Express statement questions, answered.
Does Sortlumo work for AmEx Platinum, Gold, Green, Blue Cash, and Business cards?
Yes — every American Express personal and small-business card uses the same statement format, and Sortlumo parses all of them.
Are Membership Rewards and Hilton Honors statements supported?
Co-branded AmEx statements use the standard AmEx layout and parse the same way as proprietary cards.
What about supplementary card spending?
Supplementary card transactions appear on the primary card's statement and are extracted along with primary charges — you can filter by cardholder in Sortlumo after upload.
Can I categorize annual fees and finance charges separately?
Yes. Sortlumo's category for Fees catches annual card fees, late fees, and finance charges, so they show up clearly in your year-end summary.
Drop in your first American Express PDF. See it categorized in under a minute.
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