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       You Can Now Export Apple Card Statements to Quicken and QuickBooks

   Josh Centers

   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 '[1]Apple Card (Finally) Gains CSV Statement Export,' 23
   January 2020).

   However, CSV format wasn't sufficient for many personal finance apps.
   In February 2020, [2]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.

   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:
    1. Open the Wallet app on your iPhone.
    2. Tap your card balance.
    3. Under Statements, tap the desired month.
    4. Tap Export Transactions.
    5. Choose either Quicken Financial Exchange or QuickBooks. Comma
       Separated Values and Open Financial Exchange are still options.
    6. 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. Michael Cohen has tried it and told us the data
       looked fine, but Quicken wanted to import the file as a new
       account, which he didn't want to do. Make a backup of your Quicken
       data before trying the import just in case.
     * QBO: In [3]QuickBooks, choose File > Utilities > Import and then
       Web Connect Files.
     * OFX: Import into any app that supports this format, like
       [4]Banktivity, [5]Moneydance, and [6]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. How else would you like to see Apple improve the Apple Card
   experience?

References

   Visible links
   1. https://tidbits.com/2020/01/23/apple-card-finally-gains-csv-statement-export/
   2. https://talk.tidbits.com/t/apple-card-finally-gains-csv-statement-export/10925/49?u=ace
   3. https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/import-web-connect-qbo-files/00/185864
   4. https://www.iggsoftware.com/banktivity/
   5. https://moneydance.com/
   6. https://www.youneedabudget.com/

   Hidden links:
   7. https://tidbits.com/wp/../uploads/2020/06/Apple-Wallet-Quicken-export.jpg

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