Statement guidesAmerican Express
Import your American Express statements
Which American Express export to choose, what Finium reads it as, and what to watch for.
What Finium reads
Upload a csv, txt, pdf, png or jpeg. A spreadsheet export is the quickest and most exact route, and a PDF works too.
Worth knowing
A card is a debt, not a pot of money. Finium records the purchases on an Amex statement as money out and the outstanding balance as a liability, so your net worth counts what you owe rather than adding the card as an account with money in it.
The payment you make to Amex from your current account is a transfer between two things Finium already knows about, not a second expense. Import both the card and the account it is paid from and the pair reconciles.
An Amex export is three columns and nothing else: date, description, amount. There is no running balance and no category, so Finium works the direction out from the sign and categorises from the description.