- Q. What is Statement Download?
- A. Statement Download is the ability to download monthly statement data via the internet into either a financial software application such as MYOB, Quicken or a common spreadsheet application such as MS Excel.
- Q. How do I download my Statement?
- A. Log in to Online Services:
- Choose an Account
- Select a Statement period
- Click Download your transactions button at the top of the page
- Select your Billing period and compatible software file (i.e. QIF or CSV)
- Click on the "Download Now" button.
- File Download box opens, click on the Save button.
- "Save As" box opens, save your download data in your file location, name the file and then save.
- Q. Is this service available to all Cardmembers?
- A. This service is available to all American Express Cardmembers except for Green Small Business Cards and Corporate Cards.
- Q. Is there a cost to use this functionality?
- A. There is no cost to download your statement; this is a new Online Services feature.
- Q. Do I need to enrol in Statement Download?
- A. You do not need to enrol in Statement Download however you must be enrolled in Online Services in order for you to be able to download your statements.
- Q. Do I need to have the financial software packages installed on my computer to use the functionality?
- A. You must have the relevant software package and version installed on your computer to be able to use your downloaded statements.
- QIF format: All versions of Quicken for Windows 2004 or older releases 4+, Quicken for MAC Release 2, MYOB or MS Money 1997+,
- CSV format: All versions of MS Excel & Lotus 123
- Q. Is there an internet security risk with downloading my statement?
- A. You should always ensure your virus software is up to date and for a more effective internet protection ensure you use a firewall between your computer & the internet. Never share your passwords and check your computer security regularly.
- Q. How many statement periods are available?
- A. We provide download capability for up to three rolling months of historical data.
- Q. What statement information is downloaded?
- A. - For CSV (Excel) the following information is downloaded:
Column A - Date
Column B - Total Amount (Inc GST)
Column C - Description
- Q. Can I download my unbilled statement to view recent transactions?
- A. Yes, you can download your unbilled statement to view your recent transactions.
- Q. Who do I contact if I have problems downloading my statement?
- A. Please contact American Express Online Services help desk on the number on the back of your Card.
- Q. Is the statement download functionality available for supplementary Cardmembers?
- A. Yes, Supplementary Cardmembers can download their charges. The basic Cardmember can download their charges and supplementary charges.
- Q. Does the downloaded information replace my paper statement?
- A. The downloaded statement will not replace the paper statement so please ensure you keep a copy of your paper statement for queries and taxation purposes.
- Q. Does this replace Online Statements?
- A. The downloaded statement will not replace Online Statements so please ensure you keep a copy of your online statement for queries and taxation purposes. Please note Corporate and Green Business Cards are not eligible to stop receiving paper statements at this time.
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