Apple Savings (Goldman Sachs) qfx

Was on the phone with Apple support for over an hour yesterday. The overall outcome was they think it’s not a technical issue and then wanted me to talk to Goldman.

It’s definitely a tech issue as the qfx and csv export functionality works fine for the credit card but does NOT work for the savings account.

When exporting the csv file for the savings account it is missing a header row (you can bring the csc file into a text editor to analyze it). I’m unfamiliar with how to troubleshoot the qfx file.

I’m currently entering the data manually into Quicken for the savings account. This was painful as I had all the 2%/3% cash back transactions transfer to the savings account resulting in many small transactions that need to be entered. As a work around, I have disabled the transfer of all the cash back transactions to the savings account and will do the transfer manually in a larger lump sum thus reducing the amount of manual entered transactions in quicken.

It’s a pain because Apple Wallet, Goldman, and quicken are involved. All these groups say it is the other groups issue to resolve…

I’m fairly certain it’s Apple’s issue. The exported qfx file from Apple wallet is invalid. And, again, the exported qfx file for credit card transactions works fine.

Yes, downloading from the iphone (tried iphone 14, 15, and 16 models). There are no other options to download the data, the only way to do it is on the iphone for both credit card data (which works) and saving account data (only the pdf option works).

The export transactions (for savings account data) creates the file (either csv, OFX, QFX, or QBO) and you can download it but it will not import into Quicken. Quicken returns the following error message upon import:

"Quicken is unable to compete your request.[OL-221-A] [OL-221-B]"

Quicken allows you to import the following file types: QFX, QIF, Mint CSV, QXF, Security Price CSV, Turbo Tax File, or Microsoft money File.