How to download your CSV statements from American Express

Citibank provides a simple interface to download your transactions, making it easy to track expenses or budget with spreadsheets.

Step 1: Click View Transactions

Click View Transactions

Step 2: Click custom date range

Click custom date range

Step 3: Select date range and press Search

Select date range and press Search

Step 4: Click Download icon

Click Download icon

Step 5: Click CSV and Download

Click CSV and download

(Optional) Customize expense categories

Amex doesn’t allow customizing your expense categories, meaning you have to manually go through expenses and set new categories in your spreadsheets. Although you get some visibility over each transaction, this can be be a time-consuming process.

To bulk infer expense categories using a custom set of categories, try Unscatter. You can upload your CSV data and automatically categorize expenses, speeding up your expense tracking workflow immensely.