One of the issues that Apple Card users sometimes raise is that while the Wallet app offers plenty of well-organized information about spending, there's no option to directly share transaction data from the card with many third-party money management apps like Mint or Lunch Money.
Fortunately, Apple has provided a solution – you can now download a CSV/OFX spreadsheet from the Wallet app that contains all your Apple Card data, which you can then import into most budgeting apps and get a more complete picture of your finances.
Alternatively, if you're a Quicken or QuickBooks users, you can directly export into the appropriate QFX/QBO formats. The following steps show you how it's done.
- Launch the Wallet app on your iPhone.
- Tap the Card Balance panel under your Apple Card.
- Scroll down to the Statements section and tap on the month you wish to export transactions from.
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- Tap Export Transactions at the bottom.
- Select CSV, OFX, QFX, or QBO from the pop-up menu.
- To save the data as a CSV/OFX/QFX/QBO file, tap the Share icon in the upper-right corner of the screen, where you can opt to AirDrop it to another device such as your Mac, print it, or Save to Files to save it your iCloud folders or on your iPhone.
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Note that some budgeting apps accept imported transaction data, but may need file format conversions prior to import.
Top Rated Comments
We are, but meh... I rechecked my cc's and actually precisely ONE currently does CSV/OFX. Open banking AFAI have noticed just seems to allow ones ac's to be seen in other banks apps. That's NOT offering financial controls, just a minor convenience factor.I'm very uneducated on this, but I thought the UK was moving to something called open banking? OFX has been around since the 90's, and apparently most implementations here in the US are old and not using the newer revisions which causes security issues.
AFAIK, we don't seem to have something like Mint here in the UK yet, unfortunately. It's funny how the US does these for years, but Chip&Pin cards are only just a thing – we need to learn from one another, haha. ?
Unlike several bank ac's which do. Why is that, does anyone know?