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  4. How to Download American Express Accounts in Quicken

How to Download American Express Accounts in Quicken

March 31, 2015
By: Amy Marie
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Since the mid-1990s, American Express has collaborated with Intuit, maker of Quicken personal financial management software for Windows and Mac, to offer consumers the convenience of online statements and transaction downloads. Downloading your American Express account transactions into Quicken is a fast way to keep accurate financial records. When you keep track of your expenses you can budget and save for the future more effectively and easily reconcile your account. Reconciling your account each month also helps keep you from inadvertently going over the spending limit on your credit card.

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Step

Go to the American Express website and log on to your account.

Step

Choose either "View Recent Activity" or "View Online Statement" from the Manage Your Account menu.

Step

Click the "Download" button near the upper right hand corner of the screen. The Download Transaction Activity dialog opens.

Step

Click on the radio button (circle) labeled "Select this option to download transactions into Quicken …" and then click the "Continue" button. The "Download Card Activity" page opens.

Step

Select the date range for the transactions you want to download.

Step

Click the "Download Now" button. The download begins automatically.

Step

Double-click on the downloaded file. The file is in your downloads folder; it has a .qfx file extension. Quicken opens automatically and imports the transaction data.

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