US payment network / card issuer · United States, United Kingdom, Europe, Canada, Australia

Import American Express Statements into Tally Assistant

American Express card accounts offer transaction downloads in spreadsheet format through the online account, and statements as PDF.

Freelancers who run business spending through an Amex card and need those expenses in their bookkeeping.

Export your American Express file

  1. 1Sign in to your American Express account and open the statement or activity page for the card.
  2. 2Use the download or export option and select the spreadsheet format.
  3. 3Save the file and upload it to Tally Assistant as-is.

What happens after upload

  • Card transactions import with merchant, date, and amount, categorized into expense categories.
  • Statement periods are preserved in the data, so monthly summaries match your card statements.
  • The file stays attached to your records as supporting documentation.

What to watch out for

  • Amex exports sometimes include negative amounts for refunds. The importer handles both directions of movement correctly.

Free plan, no credit card

Import 100 transactions a month for free. Any bank, any format, any language.

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