# American Express- How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your American Express accounts.

Written by Ryan Perlman  
May 15, 2025

## About

- In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution.
- In this article, we'll explain how to find the relevant reports we need from your American Express accounts and upload them into Finaloop.

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## 1. How to export a **CSV file** of your transactions from your American Express account​

This guide will walk you through downloading a CSV file containing your transaction history for your **American Express** account.

**What you'll need**  
- Your American Express account login credentials (Username & Password)

**Steps**

1. Log in to your [American Express](https://www.americanexpress.com/) account using your username and password.

2. On the homepage you should see a section called **"Statements and Activity"**. Click on it.

3. On the right-hand side under card activity, you should see a list of options. Click on **"Custom Date Range"**.

4. Enter into "Start Date" and "End Date" the dates relevant to your mission and then click on **Search** and then click on **Download**.

5. In the popup you'll see four different options. Select **"CSV"**, and **check the box to include all additional transaction details.**

6. Click **Download** to save the file to your device.

7. Head over to your [mission](https://home.finaloop.com/missions) in Finaloop, and upload your CSV file.

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## 2. How to export a **bank statement** of your transactions from your American Express account​

As part of our onboarding and year-end reviews, we may ask for bank statements to confirm your bank balances and ensure your books are **100%** accurate.

**What you'll need**  
- Your American Express account login credentials (Username & Password)

**Steps**

1. Log in to your [American Express](https://www.americanexpress.com/) account using your username and password.

2. On the homepage you should see a section called **"Statements and Activity"**. Click on it.

3. On the right-hand side under card activity, you should see a list of options. Click on **"All PDF Billing Statements"**.

4. You'll now see all your monthly PDF statements. Click on the year relevant to your mission and then look for the month relevant to your mission.

5. After you find the correct PDF, select it to save the file to your device.

6. Head over to your [mission](https://home.finaloop.com/missions) in Finaloop, and upload your CSV file.