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Apple Card data export options now include Quicken and QuickBooks file formats

Source: Kyle Seth Gray via Twitter

Last updated

In an unannounced iOS 13.5 feature addition, Apple's Wallet app can now export Apple Card transaction data in Quicken and QuickBooks file formats.

The new feature, spotted by Kyle Seth Gray, allows Apple Card users to export monthly statement data in a format ingestible by popular Intuit financial tools Quicken and QuickBooks.

Apple is slowly building out Apple Card's software backend following what partner Goldman Sachs n 2019 called the "most successful credit card launch ever."

In January, Apple Card data transportability was goosed with support for CSV exports. Compatibility with the OFX file format followed in February.

While Intuit products, including Quicken, can technically read OFX files, native Quicken Financial Exchange (QFX) and QuickBooks (QBO) exports can streamline data offloading and reduce formatting errors.

To offload transactional data, users must select Apple Card in the Wallet app and navigate to Card Balance. From there, choose a monthly statement, tap on Export Transactions and select a file format. The resulting file can be shared via Share Sheets.



20 Comments

prbsparx 4 Years · 1 comment

Quicken is not owned by Intuit. It split off a few years ago. https://www.quicken.com/about-us

GeorgeBMac 8 Years · 11421 comments

Alright!   Cool!   I just tried it with my April statement and it worked perfectly.
Now I can start using the Apple Card as a main card instead of limiting it to Apple transactions only -- because reconciling manually was just too cumbersome without a .QFX extract.   And, since virtually every penny I spend is via ApplePay,  that will increase my cash back from 1.5% on my Chase card to 2% on my AppleCard.

So now, my job is to figure out how best to get the extract from my iPhone into Quicken on my financial computer.
Right now I'm thinking the best way is to:
1)  Save the extract under Documents on iCloudDrive.
2)  Sign into iCloud drive on my financial computer
3)  Open the file using Quicken.

I'll see how that works in practice when I get my May statement in about 4 more days.


daven 16 Years · 722 comments

Alright!   Cool!   I just tried it with my April statement and it worked perfectly.

Now I can start using the Apple Card as a main card instead of limiting it to Apple transactions only -- because reconciling manually was just too cumbersome without a .QFX extract.   And, since virtually every penny I spend is via ApplePay,  that will increase my cash back from 1.5% on my Chase card to 2% on my AppleCard.

So now, my job is to figure out how best to get the extract from my iPhone into Quicken on my financial computer.
Right now I'm thinking the best way is to:
1)  Save the extract under Documents on iCloudDrive.
2)  Sign into iCloud drive on my financial computer
3)  Open the file using Quicken.

I'll see how that works in practice when I get my May statement in about 4 more days.


You can test with a previous month's statement if you want to test it out sooner.

NYC362 4 Years · 102 comments

Hallelujah!!  

I've been using Quicken for over 20 years and this one of the annoying things about the Apple Card.   

Now, we just need Quicken to make their Mac version as good and as identical to the Windows version as possible... because Quicken for Mac is awful.  (I run Parallels just for Quicken for Windows.)

mtriviso 17 Years · 20 comments

A love the way the Apple Card works inside the wallet app. I wish other the cards provided all the information that way Apple does.