💳 transactions v1

American Express

Template for American Express activity CSV exports.

Template ID amex-activity
Author Jason Godson
Template file Open JSON

Where to export

Institution American Express
Export path Account Activity -> Download CSV

Export Instructions

American Express Activity CSV (v1)

Best for

Amex activity exports that include Date, Description, and Amount columns.

CSV location

In Amex account activity, export transactions as CSV.

Notes

  • Date format is %d %b %Y (for example 03 Jan 2026).
  • Category is intentionally not mapped; SpendSeer category rules should classify using description.

Column mapping

Your CSV column SpendSeer field
Amount→Amount
Date→Date
Description→Description
Tip: No source category column is mapped. SpendSeer category rules classify transactions from description by default.

Example CSV

Download
DateDescriptionAmountCategory
03 Jan 2026Subscription Service-14.99empty
05 Jan 2026Grocery Store-82.45empty
07 Jan 2026Refund24.99empty