How to export American Express (Amex) transactions to CSV
Step-by-step instructions to download your transaction history for use with Prosperi.
Steps
- 1Access your American Express online account
- 2Go to your "My Account" tab
- 3Navigate to Export Statement data in the dropdown menu
- 4Choose your desired time period for download (up to 2 years of history available)
- 5Find the "Download" or "Export" functionality
- 6Select "CSV" from the available export formats
- 7Click "Download" and save the file to your computer
- 8Ensure the file is saved with a ".csv" extension
- 9We recommend you rename the file indicating the type (credit, chequing etc) and the date range for organization
Pro tips
- • Download 3–6 months of data at a time for best results.
- • Make sure to select "CSV" format (not PDF or QFX).
- • Rename the file with the account type and date range (e.g.
td-chequing-2025-01.csv) for organization.
Once you have your CSV, upload it to Prosperi to see your spending categorized automatically.
Try Prosperi free