Apple Card Users Can Now Export Transactions to Use in Budgeting Apps

When Apple Card launched last year, it didn't support importing transactions into various budgeting apps, which was a major negative for customers who use Quicken, YNAB, Lunch Money, Mint, and more.

As of today, though, Apple has a solution - an option to download a spreadsheet that has all ‌Apple Card‌ data, which can then be imported into many budgeting apps.


As outlined by TechCrunch, ‌Apple Card‌ users can follow these steps to access a document containing their monthly statements:

  • Open up the Wallet app.
  • Choose ‌Apple Card‌.
  • Tap the "Card Balance" option.
  • Tap on a monthly statement.
  • Tap "Export Transactions."

The option to export transactions will show up when a monthly statement is available. The ‌Apple Card‌ transactions are exported in a Share Sheet format with a CSV document, but in the future, Apple also plans to add an OFX option.

Apple's newly added feature to download transaction data in a CSV format should be a welcome change for ‌Apple Card‌ users who use budgeting services that accept imports. Some apps, like Quicken, accept imports, but may need file format conversions prior to import. Quicken does not support CSV files, for example.

Apps that require API-level integration like Plaid or Co-pilot will still be unable to download ‌Apple Card‌ content, and there's no word from Apple on when and if support will arrive.

Top Rated Comments

(View all)
Avatar
11 weeks ago
According to these forums Apple are about to get a LOT more signups for this card considering this feature is what has stopped a lot of you from applying.

Next most wanted feature is an authorized user, which probably isn’t coming.
Score: 4 Votes (Like | Disagree)
Avatar
11 weeks ago
The day I turned off Auto Import and started to manually add every single transaction was the day I started saving a ton of money. Sometimes old fashioned budgeting works a lot better.
Score: 3 Votes (Like | Disagree)
Avatar
11 weeks ago
Nice, keep it up Apple.
Score: 2 Votes (Like | Disagree)
Avatar
11 weeks ago


Not direct linking yet (that's the API part they say "there's no word from Apple on when and if support will arrive") but this would allow you to download them en mass and then upload them to something like Mint or YNAB en mass (so you don't have to enter them all manually, like I do currently)

I’ll wait for that. Everyone else does it not sure why Apple can’t/won’t.
Score: 2 Votes (Like | Disagree)
Avatar
11 weeks ago
It seems like the prioritized the wrong feature to me. This is very Un-Apple like to make people use a manual export/import to get their transactions into a tool like Personal Capital versus the “it just works” approach the direct connection would provide.
Score: 2 Votes (Like | Disagree)
Avatar
11 weeks ago
I still only see the PDF option, even after a reboot. I guess it hasn't rolled out fully yet. Or maybe an iOS update is coming today? That's ok though, just glad this exists for those who'll use it.
Score: 1 Votes (Like | Disagree)

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