Apple Card, Savings data now available in more budgeting apps

Users of third-party budgeting apps for iOS can now keep track of their Apple Card, Apple Cash, and Savings figures, with Apple allowing access to the data points once again.

Information on spending habits and financial health was previously available in the third-party budgeting service Mint. After Mint closed and was rolled into Intuit Credit Karma, users didn't have any other alternatives to monitor their data outside of Apple's interfaces.

In a very quiet change as part of iOS 17.4, Apple is allowing more third-party budgeting and financial health apps access to data for a user's Apple Card, Apple Cash, and Savings.

So far, AppleInsider is aware of at least three apps with such access, with Monarch and Copilot mentioning in the App Store that they are using the new data. YNAB contacted AppleInsider about its own update. .

The change is unusual, as Apple did not communicate it as part of the iOS 17.4 release notes, nor in any of the betas for iOS 17.4. However, Apple did reveal that Apple Cash users could set up a virtual card within the developer betas.

In a blog post about the update, Monarch explains that the feature will automatically synchronize the transactions, without needing the user to import statements at the end of a month. This includes live spending data, as well as helping users budget throughout the month properly.

AppleInsider has contacted Monarch for further details about the change.

8 Comments

dogolaca 20 comments · 8 Years

About 9 months ago

What about desktop Quicken?

MplsP 4047 comments · 8 Years

dogolaca said:

What about desktop Quicken?
Yes - or do we just forget about the largest app in the category that has more market share than all others combined?

beowulfschmidt 2361 comments · 12 Years

MplsP said:

dogolaca said:

What about desktop Quicken?
Yes - or do we just forget about the largest app in the category that has more market share than all others combined?

You can import your Apple Card transactions into Quicken. It's more than a bit of a PITA, but it's possible.

Open up your Apple Card, and select the "Card Balance" box.
Below the card details you'll see the statements.
For each statement you want to import to Quicken, do the following
- Tap the statement
- At the bottom, select Export Transactions
- Choose the QFX option
- Where to save it depends on your setup. I choose "Save to Files" because I keep them on my NAS.

Then go to Quicken and import each of them. I do it from earliest to latest, but I don't know that it matters.
Do NOT reconcile until after the last file is imported.

I sometimes get "adjustments" anyway because Quicken sucks sometimes; I usually just delete them after Quicken makes them.

That’s no solution.

beowulfschmidt said:

You can import your Apple Card transactions into Quicken. It's more than a bit of a PITA, but it's possible.

Open up your Apple Card, and select the "Card Balance" box.
Below the card details you'll see the statements.
For each statement you want to import to Quicken, do the following
- Tap the statement
- At the bottom, select Export Transactions
- Choose the QFX option
- Where to save it depends on your setup. I choose "Save to Files" because I keep them on my NAS.

Then go to Quicken and import each of them. I do it from earliest to latest, but I don't know that it matters.
Do NOT reconcile until after the last file is imported.

I sometimes get "adjustments" anyway because Quicken sucks sometimes; I usually just delete them after Quicken makes them.

loopless 343 comments · 16 Years

Banktivity (desktop) now can import directly from Apple Card, so I guess Quicken should be able to at some point.

However it requires you to enter your AppleID and password - and at the moment seems very flakey.