Convert American Express statements to Quicken (QIF)
Upload a American Express credit card statement PDF and download a QIF file (bank or credit-card type) or an OFX file. Newer Quicken versions prefer OFX/QFX; QIF suits older versions and apps like GnuCash and Moneydance.
Free: 5 pages a day, no account needed. Text-based PDFs work best; scanned statements are read with OCR.
How Statemio reads American Express statements
Amex statements derive the billing period from the closing date; payments and credits are listed apart from new charges. We reconcile previous balance, payments, charges and fees to the new balance.
Statemio has a layout-specific reader for American Express credit card statements. We regression-test it on synthetic statements modelled on the bank's published layout. Banks change their layouts, so we never assume it worked: the balance check tells you on every file.
The balance check
Opening balance + every transaction must equal the closing balance (for credit cards, previous balance − payments + charges = new balance). If the totals don't match, you see a red badge and the rows that break the running balance, before you download anything. Pages from statements that don't balance aren't counted against your allowance.
American Express statement to Quicken (QIF): step by step
- Convert the PDF and check the balance badge.
- Download QIF (or OFX).
- In Quicken use File → File Import and choose the matching file type.
Excel and CSV are free. QIF or OFX for Quicken is included with a page pack or plan. See pricing.