Import AMEX Statement

How to import AMEX Statement

Import AMEX Steps

  1. Login into AMEX
  2. Go to Statement & Activity > Card Statements & Activity
  3. Go to Previous Billing Periods > select the period you want to import in Billroo
  4. Click on Download
  5. Select CSV

6. Go back to Billroo

7. In the Transactions page > Upload

8. Import the file that you have downloaded previously

9. Match the columns

a. Select the date as DD/MM/YYYY

b. Select Description for Description

c. Select Amount for Amount

10. Categorise your transactions

11. Click continue

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