American Express Statements for Bankruptcy Filing
Preparing American Express bank statements for bankruptcy filing? Bankruptcy attorneys and filers need 6+ months of bank statements for means testing, Schedule I/J preparation, and trustee review in Chapter 7 and Chapter 13 cases.
Convert American Express Statements Instantly
BankScan AI converts your American Express statement PDF to a clean Excel spreadsheet in seconds — handling DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary automatically. Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
About American Express Statement Format
American Express statements include card transactions, membership rewards, and payment summaries. BankScan AI extracts all transaction detail including merchant categories.
Getting Your American Express Statement for Bankruptcy Filing
In Amex Online, go to 'Statements & Activity', select the statement period, and download as PDF. For CSV exports, use 'Download your statement data' and choose the date range. The Amex app also offers statement downloads. Download 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers of statements.
How It Works
Upload your American Express statement
Drop your American Express UK statement PDF. Supports PDF. Need 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers? Upload them all.
AI extracts every transaction
Our AI handles American Express's DD MMM YY and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary — extracting Current Monthly Income (CMI) for means test, payments to cre.
Use for bankruptcy filing
Download formatted Excel ready for bankruptcy filing. Income averaged over 6-month look-back period per means test form (B122A/B122C); expenses categorized per Schedule J; transfers over $600 in prior 2 years identified for SOFA
American Express + Bankruptcy Filing Features
- American Express optimised — Handles DD MMM YY dates and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary
- Built for bankruptcy filing — Convert bank statements to Excel for quick means test analysis, income/expense categorization, and complete financial disclosure required by bankruptcy courts.
- Period coverage — Convert 6 months of statements for means test (CMI calculation); trustees may request up to 2 years to identify preferential or fraudulent transfers of American Express statements in minutes
Convert American Express for Bankruptcy Filing — Fast
Bankruptcy petition triggers automatic stay immediately; however, required documents (including bank statements) must be filed within 45 days or the case may be dismissed
Convert American Express Statement Free