Last updated: 16 August 2026
A clean Excel template makes expense tracking much easier. On this page we show the best structure — and how to fill your template automatically from the PDF statement, without typing.
Best Amex Statement Excel Structure
| Column | Example | Kyon |
|---|---|---|
| Date | 01/15/2026 | Sorting aur month-wise filter for |
| Description | Amazon | Merchant analysis for |
| Debit | 129.99 | Kharch (positive number) |
| Credit | — | Payments/refunds |
| Category (optional) | Shopping | Budgeting for |
Ye wahi structure hai jo hamara free converter deta hai — Date, Description, Debit, Credit + Summary sheet.
Template Ko PDF Se Auto-Fill Karo
- Open the tool
- Amex upload the statement PDF
- Download the Excel file — template already filled, ready to use!
Convert your statement — free!
🚀 Open the Tool
🚀 Open the Tool
How to Add Categories to the Template
Excel me naya column "Category" add do, phir is formula se auto-categorize do:
=IF(ISNUMBER(SEARCH("amazon",B2)),"Shopping",
IF(ISNUMBER(SEARCH("uber",B2)),"Travel",
IF(ISNUMBER(SEARCH("netflix",B2)),"Subscription","Other")))
Formula ko drag do — har transaction ka category aa jayega. Pivot Table se category-wise totals nikaal lo.
Monthly Tracking Setup
- Har mahine statement convert do
- Sab months ko ek master sheet me copy do
- Yearly spending report ready!