Last updated: 16 August 2026
Why Google Sheets?
Google Sheets is free, accessible from anywhere, and supports both pivot tables and formulas. Amex statement data in Google Sheets = spending analysis and budget tracking, all easy.Step 1: Convert PDF to Excel
- Free converter kholo
- Amex PDF upload do
- Download the Excel file (Date, Description, Debit, Credit)
Step 2: Upload to Google Sheets
- sheets.google.com kholo
- Folder icon (Open file picker) → Upload tab
- Excel file select do → Google Sheets automatically convert
- Done! Data sheets me khul gaya
Step 3: Analysis Formulas
- Total spending:
=SUM(C2:C100) - Monthly filter:
=FILTER(A2:D100, MONTH(A2:A100)=1) - Merchant search:
=FILTER(A2:D100, ISNUMBER(SEARCH("amazon", B2:B100))) - Category pivot: Insert → Pivot table → Description row, Debit sum
Bonus: Auto-Update Monthly Sheet
Convert each month's statement and paste below in the same Google Sheet — a year of data in one place. Shared sheets se accountant/CA ko access do (View-only).Privacy Note
Remember when uploading to Google Sheets — the data lives on Google's servers. If privacy is critical, keep the Excel file locally. Our conversion tool itself never uploads to a server.Convert your statement — free!
🚀 Open the Tool
🚀 Open the Tool
Frequently Asked Questions
Q: Can I import CSV directly to Google Sheets?
A: Yes — CSV uploads too. Excel (.xlsx) also carries formatting (bold headers), which is why xlsx is better.
Q: Does Google Sheets support pivot tables for this data?
A: Bilkul — Date/Description/Debit/Credit columns ke saath pivot table se merchant-wise aur month-wise totals nikaalna 1 minute ka kaam hai.