When Apple launched the Apple Card, it came without any way to export your transactions such that you could import the data into a personal finance app—all you could get out was a PDF. Apple started to rectify that glaring lapse at the beginning of the year by adding the capability to export transaction data in CSV (Comma Separated Values) format (see “Apple Card (Finally) Gains CSV Statement Export,” 23 January 2020).
However, CSV format wasn’t sufficient for many personal finance apps. In February 2020, Apple added support for OFX (Open Financial Exchange) format. It was a somewhat troubled release, with TidBITS Talk participants trading tips on how to edit exported files to get them to import properly into various apps. Apple worked out the kinks over the next few months, and the complaints died down.
Click on Accounts New from the menu bar, and then select the type of account you want to create. Quicken automatically organizes and categorizes your financial transactions and helps you pay your bills in time. From the main window, you can view all your bank, investment, credit card and retirement accounts, track their performance and generate easy-to-read charts. Let Quicken organize and group your expenses and focus on budgeting.
Now Apple has extended the formats available to Apple Card users even further by adding support for Quicken’s proprietary QFX (Quicken Financial Exchange) format, which is an extension of OFX, and the QBO format used by Intuit’s QuickBooks. Here’s how you export those formats:
- Open the Wallet app on your iPhone.
- Tap your card balance.
- Under Statements, tap the desired month.
- Tap Export Transactions.
- Choose either Quicken Financial Exchange or QuickBooks. Comma Separated Values and Open Financial Exchange are still options.
- Choose the destination from the share sheet. The easiest ways to get them to your Mac are probably AirDrop (your Mac might be an AirDrop shortcut at the top of the share sheet), which will send the exported file to your `~/Downloads` folder, or Save to Files (pick a location in iCloud Drive).
For something that’s human-readable, you can still download your statement as a PDF. In Step 4 above, instead of tapping Export Transactions, tap Download PDF Statement.
Here’s how you can use the various formats Apple Card can now export:
- QFX: Import into Quicken by choosing File > Import > Bank or Brokerage File.
- QBO: In QuickBooks, choose File > Utilities > Import and then Web Connect Files.
- OFX: Import into any app that supports this format, like Banktivity, Moneydance, and You Need a Budget.
- CSV: Open in any spreadsheet or import into an app that supports CSV import and lets you map import fields appropriately.
- PDF: File for later reference or print; it’s not structured data that you can import.
If anyone has figured out how to automate this process with Shortcuts, let us know!
Now if only Apple would let multiple people in a family share an Apple Card. Other common requests include the capability to download transaction data without waiting for a statement and support for other countries. How else would you like to see Apple improve the Apple Card experience?
Skip to end of metadataGo to start of metadata- ChooseEdit menu > Preferences.
- In the left pane, selectDownloadedtransactions.
- In the right pane, select the settings you want to use.
![Download Download](/uploads/1/1/7/7/117767846/524891534.jpg)
After Downloading Transactions
Quicken For Mac Will Not Download Transactions
Automatically add to banking registers
When this option is selected, Quicken will enter downloaded banking transactions into all of your registers as soon as they are received. If you've manually entered transactions, Quicken automatically matches those transactions with their corresponding downloaded transactions so you don't end up with duplicates.
If you do not use this option all downloaded transactions must be manually reviewed and accepted before they are added to your registers. Unaccepted transactions will not appear in reports, graphs, and other product features.
Automatically add to investment transaction lists
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When this option is selected, Quicken will enter downloaded investing transactions into all of your investment transaction lists as soon as they are received. If you've manually entered transactions, Quicken automatically matches those transactions with their corresponding downloaded transactions so you don't end up with duplicates.
If you do not use this option all downloaded transactions must be manually reviewed and accepted before they are added to your investment transaction lists. Unaccepted transactions will not appear in reports, graphs, and other product features.
During Transaction Download
Automatically categorize transactions
Select this option to have Quicken suggest categories to assign to new transactions as they are downloaded. For more information, seeHow Quicken suggests categories and payees for you.
The selected business data that Quicken uses to categorize your transactions is provided by infoUSA Inc.
Automatically apply Quicken's suggested name to payee
Select this option to have Quicken automatically rename your transaction payees as they are downloaded, based on a database of standardized merchant names. If you deselect this option, your existing renaming rules in Quicken are still used (click the Renaming Rules button in this dialog to see a list of those rules). For more information, seeHow Quicken suggests categories and payees.
The selected business data that Quicken uses to categorize your transactions is provided by infoUSA Inc.
Capitalize first letter only in downloaded payee names
For example, the downloaded payee ANYTOWN COFFEE would automatically be renamed as Anytown Coffee.
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Your Renaming Rules
Use my existing renaming rules
Quicken For Mac Pro
When this option is selected, Quicken will use your existing renaming rules to automatically rename similar payees for future downloaded transactions. ClickRenaming Rulesto see a list of the rules you've created.
Renaming Rules button
Click the Renaming Rules button to access a window where you canview, create, and change your payee renaming rules.
Automatically create rules when I rename payees
When this option is selected, Quicken will create renaming rules when you manually edit payee names in the register.
Let me review/confirm the automatically created rules
Select this preference to be notified whenever a new renaming rule is created.
![Quicken For Mac Download Transactions Quicken For Mac Download Transactions](https://smedia.webcollage.net/rwvfp/wc/cp/1569617422628_16d4c0d5-2056-4369-bf74-17af5905bbd9/module/quicken/_cp/products/1568055463391/tab-f154840c-641e-4921-80e5-2bc6c36d10bf/b68dc96b-63c7-4af3-abd1-b587749120f0.jpg.w1920.jpg)
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- ClickOKto save your changes.