Convert a American Express statement to Sage
Sage won't read a PDF, and American Express won't export straight to Sage. Convert your American Express statement into a clean, categorized CSV, then import it into Sage Accounting in a couple of clicks.
Why American Express statements don't import into Sage directly
Sage imports bank data from CSV, not PDF, so a American Express statement has to be converted first. Amex statements omit a running balance; the converter leaves the Balance column blank rather than guessing. You get one clean, Sage-ready ledger instead of fighting merged cells and split columns.
How to import a American Express statement into Sage Accounting
- 1. Convert the statement. Upload your American Express statement PDF and download the categorized CSV.
- 2. Open the bank account. In Sage Accounting: Banking → select the account → Connect/Import → Import Statement.
- 3. Map & import. Map Date, Amount, and Description to the CSV columns and import.
Frequently asked questions
- Can I import a American Express PDF into Sage directly?
- No. Sage imports CSV, not PDF. Convert your American Express statement to CSV first, then import it.
- Is my American Express statement stored anywhere?
- No. Your PDF is processed in memory to extract the transactions and is never stored.
- What file formats does Sage import?
- Sage Accounting imports CSV and OFX bank statements. It doesn't read PDF, so convert the statement to CSV first.
Export American Express to another tool
Convert another bank to Sage
Related guides
- How to Import Bank Statements into Sage
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- How to Convert a Bank Statement PDF to CSV
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- How to Convert a Scanned Bank Statement to CSV
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- How to Import Bank Statements into QuickBooks
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Not affiliated with American Express or Sage Accounting. Your statement is processed in memory to extract transactions and is never stored.