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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.
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
Log in to your American Express account using your username and password.
On the homepage you should see a section called "Statements and Activity". Click on it.
On the right hand side under card activity you should a list of options. Click on "Custom Date Range".
Enter into "Start Date" and "End Date" the dates relevant to your mission and then click on Search and then click on Download.
In the popup you'll see four different options. Select "CSV", and check the box to include all additional transaction details.
Click Download to save the file to your device.
Head over to your mission in Finaloop, and upload your CSV file.
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
Log in to your American Express account using your username and password.
On the homepage you should see a section called "Statements and Activity". Click on it.
On the right hand side under card activity you should a list of options. Click on "All PDF Billing Statements".
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.
After you find the correct PDF, select it to save the file to your device.
Head over to your mission in Finaloop, and upload your CSV file.
Have any questions? Just reach out to [email protected] and let us know!