One of the issues that Apple Card users sometimes raise is that while the Wallet app offers plenty of well-organized information about spending, there's no option to directly share transaction data from the card with many third-party money management apps like Mint or Lunch Money.

Fortunately, Apple has provided a solution – you can now download a CSV/OFX spreadsheet from the Wallet app that contains all your ‌Apple Card‌ data, which you can then import into most budgeting apps and get a more complete picture of your finances.

Alternatively, if you're a Quicken or QuickBooks users, you can directly export into the appropriate QFX/QBO formats. The following steps show you how it's done.

  1. Launch the Wallet app on your iPhone.
  2. Tap the Card Balance panel under your ‌Apple Card‌.
  3. Scroll down to the Statements section and tap on the month you wish to export transactions from.
    Apple Card
  4. Tap Export Transactions at the bottom.
  5. Select CSV, OFX, QFX, or QBO from the pop-up menu.
    apple card export how to
  6. To save the data as a CSV/OFX/QFX/QBO file, tap the Share icon in the upper-right corner of the screen, where you can opt to AirDrop it to another device such as your Mac, print it, or Save to Files to save it your iCloud folders or on your ‌iPhone‌.

Note that some budgeting apps accept imported transaction data, but may need file format conversions prior to import.

Top Rated Comments

jimthing Avatar
59 months ago

I'm very uneducated on this, but I thought the UK was moving to something called open banking? OFX has been around since the 90's, and apparently most implementations here in the US are old and not using the newer revisions which causes security issues.
We are, but meh... I rechecked my cc's and actually precisely ONE currently does CSV/OFX. Open banking AFAI have noticed just seems to allow ones ac's to be seen in other banks apps. That's NOT offering financial controls, just a minor convenience factor.
AFAIK, we don't seem to have something like Mint here in the UK yet, unfortunately. It's funny how the US does these for years, but Chip&Pin cards are only just a thing – we need to learn from one another, haha. ?
Score: 2 Votes (Like | Disagree)
kylew1212 Avatar
60 months ago
Can't wait for OFX support to pull this in an automated fashion!
Score: 1 Votes (Like | Disagree)
ajfahey Avatar
55 months ago
I run Quicken on a virtual Windows machine using Parallels. This solution requires me to get my download from my iPhone to my Mac so I can get it to my virtual machine. This isn't a "it just works" solution". It's a software patch.
Score: 1 Votes (Like | Disagree)
bchery21 Avatar
60 months ago
This is great!
Score: 1 Votes (Like | Disagree)
Black Belt Avatar
60 months ago
Is this 1990?
Score: 1 Votes (Like | Disagree)
jimthing Avatar
60 months ago
Here in n the UK, I have 7 cc's with across 5 providers, and precisely NONE offer CSV or OFX export! Ridiculous.

Unlike several bank ac's which do. Why is that, does anyone know?
Score: 1 Votes (Like | Disagree)

Popular Stories

iPhone 16 Pro Sizes Feature

iPhone 16 Launch Is Just One Month Out – Here's Everything We Know

Saturday August 10, 2024 5:00 am PDT by
Apple typically releases its new iPhone series in the fall, and a possible September 10 announcement date has been floated this year, which means we are just one month away from the launch of the iPhone 16. Like the iPhone 15 series, this year's lineup is expected to stick with four models – iPhone 16, iPhone 16 Plus, iPhone 16 Pro, and iPhone 16 Pro Max – although there are plenty of design...
macbook pro bb cyber

Apple's M3 MacBook Pro Gets Up to $1,000 Off In Major New Sales, Starting at $1,299 [Updated]

Sunday August 11, 2024 1:54 pm PDT by
Apple's M3 MacBook Pro is seeing multiple high value discounts on Best Buy and Amazon today, with up to $1,000 off select models. This includes a new all-time low price on the entry-level M3 512GB 14-inch MacBook Pro at $1,299.00, down from $1,599.00, and a massive $1,000 discount on the high-end 16-inch model exclusively for Best Buy members. Note: MacRumors is an affiliate partner with Best...
iPhone 16 Pro Right Side Feature

The iPhone 16 is Getting a New Button: Here's What It Can Do

Tuesday August 13, 2024 4:01 pm PDT by
Multiple rumors have suggested that the iPhone 16 models are going to have an all-new button that's designed to make it easier to capture photos when the devices are held in landscape mode. Apple calls the button the Capture Button internally, and it is going to be one of the most advanced buttons that's been introduced to date with support for multiple gestures and the ability to respond to ...
iOS 18 on iPhone Feature

Everything New in iOS 18.1 Beta 2 and iOS 18 Beta 6

Monday August 12, 2024 2:32 pm PDT by
Apple is beta testing iOS 18 and the first update to iOS 18 concurrently, and we got the second betas of iOS 18.1, iPadOS 18.1, and macOS Sequoia 15.1 today alongside the sixth betas of iOS 18, iPadOS 18, and macOS Sequoia 15. Many of the changes in iOS 18.1 are focused on bringing the .1 betas in line with the standard betas, which recently received updates to Photos and Safari, while...
Beyond iPhone 13 Better Blue Face ID Single Camera Hole

10 Reasons to Wait for Next Year's iPhone 17

Thursday August 8, 2024 4:40 am PDT by
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models simultaneously, which is why we sometimes get rumored feature leaks so far ahead of launch. The iPhone 17 series is no different – already we have some idea of what to expect from Apple's 2025 smartphone lineup. If you plan to skip...
iPhone 17 Slim Feature Single Camera 2

Next Year's Slim iPhone 17 Could Be an 'iPhone Air'

Monday August 12, 2024 8:43 am PDT by
Apple's rumored iPhone 17 "Slim" could be positioned as an iPhone "Air" to boost sales, according to Bloomberg's Mark Gurman. In the latest edition of his "Power On" newsletter, Gurman explained how the "fourth" model in the iPhone lineup since 2020 (the iPhone 12 mini, iPhone 13 mini, iPhone 14 Plus, and iPhone 15 Plus) has largely been a commercial failure. In the case of the Plus model,...