The table has column headings named the same as the Apple Card Transactions. I find it easier to have a table for AppleCard in a Ninox database ( ) where I keep other credit card data. Moneydance does not remember your choices for the fields you have to select your choices from dropdown menus for every file you import. You may prefer some other combination for the fields, but the above works for me. Select for the fields: Date, Ignore, Description, Memo, Category, Ignore, Amount.File -> Import, then choose the CSV file to Import.Make a new credit card account and name it (before importing the first file). ![]() The Apple Card transactions can be imported into Moneydance with these steps: If the user wants to manually upload the data to the Cloud, that’s on him. However, sending data only to the user does not violate this. Note that Apple’s original objection to providing anything other than PDF files was that they did not want to allow direct connections from other financial vendors (e.g. So, hopefully, we will soon see other forms of data export. While this process was less work than entering the whole statement manually, it was more work than doing a load of a. Once I did that, the data loaded correctly. Now, I needed to associate each field with a defined field in Moneydance. So I deleted the troublesome numbers and the file was able to load. By looking at the file, I could see that what had been identified as a long numeric string was actually an alphanumeric string that was part of a merchant sub-identifier. My initial attempt to import the file into Moneydance failed, giving a Java.error on some of the numeric data. So, I opened copies in Numbers (to see it as a spreadsheet) and BBEdit (to see the raw text). qfx file extension.īecause I hadn’t worked with importing a csv file into Moneydance before, I wanted to examine this file a bit more closely. Every other credit card I use has an option to export in ‘Quicken’ format, commonly denoted with a. I tried it out last night for import to Moneydance using my December statement as a test. Tap the Share icon to send the CSV data somewhere else, like iCloud Drive through the Files app or to your Mac with AirDrop.ĭoes this fit the bill for Apple Card data export and management, or do you need something more robust? Are you importing into a personal finance package, and if so, which one? Let us know in the comments. That basic export will display the CSV data on your iPhone, which isn’t very useful. Here’s how to get your data out of the Wallet app: ![]() You can import that CSV data into any spreadsheet and many financial apps. That has finally changed, with Apple now offering CSV exports of monthly Apple Card transaction data from the Wallet app. 1676: OS dates, iPhone 15 lineup, Apple Watch Series 9 & Ultra 2, USB-C AirPods Pro, USB-C cable advice, more from WonderlustĪpple Card (Finally) Gains CSV Statement Exportĭo you have an Apple Card? Did it throw a wrench into your personal accounting practices? When the Apple Card debuted, one of the top complaints we heard from readers was that Apple offered no way to export your statements such that you could import the data into a personal finance app. ![]()
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