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Can quicken work for Apple card

Can quicken work for Apple credit card

Answers

  • mealvin1
    mealvin1 Member
    Apple card
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Yes. You can't login into Apple Card to download directly into Quicken, as you can with most credit cards, but you can log onto the Apple Card website, download a QFX file of your transaction data, and import that into Quicken.
    Quicken Mac Subscription • Quicken user since 1993
  • Tonydoran
    Tonydoran Member
    Do you plan on correcting this in the near future ?
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Correct what? You can download Apple Card transactions and import into Quicken.

    If you’re wanting direct connection to import from Apple Card into Quicken, that’s a question  you’ll want to pursue with Apple Card. It’s their decision, not Quicken’s, what they support. There’s nothing Quicken can do if Apple Card doesn’t choose to support a higher level of connectivity.
    Quicken Mac Subscription • Quicken user since 1993
  • wesley2021
    wesley2021 Member
    Yes, quicken can import apple card transactions.
    1) Open quicken on your Mac
    2) Go to the Wallet App on your iPhone and select the Apple Credit Card
    3) Click on the "Card Balance" button below the credit card
    4) A new "Balance Details" window will open on your iPhone.
    5) Scroll down to "Statements"
    6) Select the statement you want to download.
    7) A new window will open with the statement you selected in step #6
    8) Select "Export Transactions" at the bottom of the statement.
    Note: Do NOT select "Download PDF Statement".
    9) A new "Select a file format" window will pop up.
    10) Select "Quicken Financial Exchange (QFX)"
    11) A new window will pop up on your iPhone giving you options as to where to send your QFX file.
    12) Select "AirDrop"
    Note: Make sure you have AirDrop enabled on your Mac and your iPhone. Also make sure that both your Mac and iPhone are on the same WiFi network.
    13) Select the icon for your Mac on your iPhone's AirDrop screen.
    14) On your Mac, a banner will open near the upper right side of your screen. Click on the "Open" button.
    15) The transactions for the statement you selected will be automatically imported into quicken.

    Note: If you miss the popup screen on your Mac, look in your Mac's "Download" folder where you will find the file that you just received via AirDrop.
    You can then go to your Mac's Quicken application and under the "File" menu select "Import- Bank or Brokerage File (OFX, QFX)... then navigate to the file you want to import from your Downloads folder.

    I hope that helped.
    Wesley 2021
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited February 21
    @wesley2021 You shouldn't need the iPhone and Airdrop part; you should be able to log into your Apple Card account on your computer, download the QFX file, and import it into Quicken. It just streamlines a few steps in your process.
    Quicken Mac Subscription • Quicken user since 1993
  • @jacobs Actually you do have to go through the iPhone Wallet app to generate a QFX file and then use something like AirDrop to transfer it to your Mac. The web interface at card.apple.com only offers PDF statement downloads, not OFX and QFX files. Unfortunately, these are still exclusive to the Wallet app on iPhone. 
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    @[email protected] Thanks for the information; I stand corrected. Wow, that's incredibly inconvenient forcing you to use an iPhone app to download your transactions instead of being able to do so via the website. No one needs the downloaded file on their phone; the only place people need a QFX file is on their computer!
    Quicken Mac Subscription • Quicken user since 1993
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