Track Amex Cashback in Excel

Cashback verify do, categories track do – free Excel method.

Last updated: 16 August 2026

Why Track Cashback?

Amex cashback cards (Blue Cash Everyday/Preferred, Cash Magnet, SmartEarn) earn category-based cashback: groceries 3–6%, gas 3%, dining 5% and more.erything else 1%. Issuers sometimes make mistakes — verifying is your right. Statement ko Excel me convert karke 5 minute me check do.

Step 1: Convert Statement

  1. Open the tool → cashback card ka upload the statement PDF
  2. Download the Excel file

Step 2: Add Category Column

New column "Category" add do aur formula:
=IF(ISNUMBER(SEARCH("grocery",B2)),"Groceries", IF(ISNUMBER(SEARCH("gas",B2)),"Gas", IF(ISNUMBER(SEARCH("restaurant",B2)),"Dining","Other")))

Step 3: Calculate Expected Cashback

Compare do statement ke "Cashback Earned" se.

Step 4: Verify Monthly

A 5-minute monthly task: convert → formulas auto-calculate → compare. Found a mismatch? Message Amex customer care (with a screenshot).
Convert your statement — free!
🚀 Open the Tool

Frequently Asked Questions

Q: Do I need a paid template?

A: No — our converter gives you the Excel free, and the formulas above are enough. Koi paid template mat kharido.

Q: Can I track cashback for SmartEarn India too?

A: Yes — SmartEarn (5% categories, ₹1,000 cap) works the same way. Add groceries/dining/utilities to the category column.