Apple Card and Quicken

A kind user mentioned that there are some interest in the tool ac2ofx and Quicken windows users are not able to import the generated OFX file.

I will make a quick fix by end of day to generate the output as both ofx and qfx files and will make the distribution available at https://bitbucket.org/hleofxquotesteam/dist-applecardstmt/downloads/

For future issue, I can be reached at ac2ofx at gmail dot com OR you can log an issue at https://bitbucket.org/hleofxquotesteam/dist-applecardstmt/issues

You can now export the data. This thread can die now. Manage your Apple Card account - Apple Support

You can export or download transactions from a previous month as a .CSV file to use with third-party financial apps and programs that support this file format.

See how to export or download your Apple Card transactions.

Doubt it was overlooked, agree with all the comments. Would add that it is sad there is no MacOS wallet app.

Here is a workaround that I have used with the latest Quicken for MAC. Caveat is that I have only done this for the first statement, haven't tried to add transactions to the new Apple Card account created in Quicken

Save the statement PDF (from the iPhone) and convert to QFX with pdf2qfx app. OK to ignore the Quicken FID, just use the CC number in the account number. Need to adjust the fields and invert the sign in the preview window, but works pretty well once. I bring the daily cash percentage and amount as memos.

I just got a notice from the deverloper that the app I mentioned a few weeks back (to convert transactions in the Wallet "Latest Transactions" list into a QFX file) is now available on the app store. In app store, search for 'TransactQ'

https://apps.apple.com/us/app/transactq-apple-card-to-qfx/id1515157920?mt=8

Statements can now be exported as QFX files, then uploaded to Quicken. While Apple/Goldman Sachs still don’t support “Quicken Connect”, “Web Connect” is supported. Uploading one QFX statement file does place all your transactions from that statement period in the AppleCard credit card account in your Quicken app.

It’s a start.

I've released version 1.0.2.RELEASE which will generated both OFX and QFX files.

https://bitbucket.org/hleofxquotesteam/dist-applecardstmt/downloads/

https://ac2ofx.github.io/ac2ofx/

Neil_CA wrote:

No quicken = limited use of card - as simple as that - I can't let a significant amount of my spending go uncategorized and be unaware of my CC balances.

Pull your socks up Apple - this is not how to make this successful.

It’s already successful. Millions have been issued. Everything you claim is untrue. You have easy access to your Card balance anytime you desire. Just open the Wallet app and look. You can print your monthly statement directly from your iPhone. You can pay your Card balance directly from your iPhone too. Want transactions categorized? Create a manual account in Quicken. That’s exactly what I have done. That’s how the card was designed and that’s how it was advertised. It’s on you that you didn’t understand how it would work. And so far it’s only a few that are carping about it not being a “traditional” credit card with a Goldman Sachs website you can log into and Quicken download capabilities. It’s all done from your iPhone and that’s the way it was designed. Don’t like it? Fine, don’t get it, but don’t claim it’s a failure becasue of your desires. It’s patently not a failure.

There is no way to export to Quicken from our phones from the Apple Card app. There is no website for reviewing our transactions and downloading. You can download from the app your latest statement as a pdf. Then you have to manually enter the transactions into Quicken or other financial software. Called and was told they do not support this at this time.

Agree with the well-stated last two posts. Don't forget to post your thoughts on the Apple Pay feedback site: https://www.apple.com/feedback/apple-pay.html. Choose Apple Card under the Product Category pull-down.

> I was told to download the PDF's and rekey the data

I've used this tool to generate a list of transactions from the PDF file into an OFX file which then can be imported into Quicken

https://ac2ofx.github.io/ac2ofx/

I tried ac2ofx's program but couldn't get Java to like it. So I wrote a similar thing for Python that spits out Mint-like CSV files. Your mileage will depend on your Python fu.

https://github.com/aki009/AppleCard-PDF-to-Mint-CSV

Okay, here's an update on the .CSV, OFX import failure's from Quicken's support community. It appears that part of the OFX format includes the name of the institution from which the OFX file was created. If that institution is not a participating member of Quicken's network the import will be denied with the error message to contact your financial institution.

There is a terse response from Quicken support simply stating that Goldman Sachs is not currently registered and therefore Quicken cannot import an OFX file from it. There are also posts from users who found an online service that converts formats for many banks BUT you must select a bank known to Quicken for it to work with the Apple Card. Not exactly kosher in my opinion.

So it looks like Goldman Sachs will have to get registered with Quicken and/or Intuit for the OFX import to work.

> We'll probably NEVER see any online, on-demand updates from GS using Quicken Connect but this is a start.

Look like an enteprising developer is trying to fill this gap. I am currently testing a beta version of an app that could convert transactions in the Wallet "Latest Transactions" list into a QFX file. This way, one can export transactions as soon they are showing up in the "Latest Transactions" list instead of having to wait until the end of month.

Apple Card adds native support for exporting transactions to a spreadsheet:

https://9to5mac.com/2020/01/21/apple-card-spreadsheet/