How do I convert a American Express statement to Actual Budget?

Create a bucket in Redbark, add your American Express statement by upload or email, and Redbark extracts the transactions and syncs them to Actual Budget automatically.

What files can I upload?

PDF, PNG, and JPEG, up to 4 MB and 30 pages each. Most bank and card statements and photographed receipts work as-is.

Does it sync automatically?

Yes. As soon as Redbark finishes reading a file, the transactions are confirmed and synced to Actual Budget. There is no manual review step. Low-confidence rows are flagged so you can spot-check them, but they still sync.

Do you store the document?

Yes. Live bank connections are pass-through and store nothing, but extracting transactions means we have to read the file, so we store the document and the rows we pull from it. Deleting a file removes both.

Document Extraction

Sync American Express into Actual Budget.

Amex is not part of Open Banking, so it cannot be linked live. Upload or email your Amex PDF statement and Redbark extracts every transaction into your self-hosted Actual Budget.

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7 days free. No credit card required.

How it works

From your American Express statement to Actual Budget in three steps

Add your American Express statement

Upload it from the dashboard, or forward it to a private email address for the bucket. PDF, PNG, and JPEG all work.

Redbark reads the transactions

Each file is read for its line items: date, description, amount, and category.

It lands in Actual Budget

Confirmed automatically with no manual review, each transaction imports into Actual Budget with a stable import ID, so re-running the same statement never creates duplicates.

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Document Extraction

Turn any statement into synced transactions.

Statements become transactions

Upload a PDF bank or card statement and Redbark reads every line item into clean, categorised transactions, ready for you to review.

In the tools you already use

Confirmed transactions sync to Google Sheets, YNAB, and webhooks, and come back from the REST API and MCP server in the same shape as a live bank feed.

Upload or email

Drop files in from the dashboard, or forward the statement emails you already receive to a private address.

Only review what's unsure

Confident rows are confirmed and synced automatically. Redbark only flags the few it's unsure about for you to check.

Works like a connection

A bucket flows through the same sync pipeline as a live bank connection.

API and MCP

Query your extracted transactions over HTTP, or straight from an AI agent.

Simple, transparent pricing

Start with a free 7-day trial. No credit card required. Cancel anytime.

Save 17% on annual billing

Saver

Sync your transactions to your favourite tools

A$10

Per month

Start free trial

3 bank connections
12 accounts
Unlimited destinations
Unlimited syncs
Google Sheets & You Need a Budget
Document extraction (30/mo)
Email support

Developer

For developers building automations and integrations

A$16

Per month

Start free trial

Everything in Saver plus:
6 bank connections
24 accounts
Webhooks & API access
MCP server for AI agents
Document extraction (150/mo)

Professional

For investors managing shares, equities, and multiple accounts

A$24

Per month

Start free trial

Everything in Developer plus:
Unlimited connections
Unlimited accounts
Brokerage accounts
Holdings & trades sync
Document extraction (500/mo)
Priority support

Frequently asked questions

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