Importing Apple Cash Transactions into Quicken
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The Grain Doctor
Member ✭
Hi! I recently got an Apple Card, which includes the Apple Cash rewards, which functions as a debit card. These are great new(er) tools, but have some limitations when it comes to tracking the transactions in Quicken. The Apple Card only lets you download a QFX file when your statement comes due, and as of today (2/12/2023), the only way I have found to get transaction data from your Apple Cash charges is to manually request a PDF statement through the Wallet app.
Being an obsessive tracker of financial data, this was not going to cut it for me. I created a technique using Microsoft Excel and Power Query to convert the PDF statement that is emailed to you into a CSV file that Quicken can import (mint.com format).
It is not particularly user friendly, but it does get the job done until Apple decides to let you export the transactions more easily.
Files available here: https://github.com/carruthe/AppleCashImport
Video: https://youtu.be/eebVDQ0qxqk
I hope someone finds this useful!
Being an obsessive tracker of financial data, this was not going to cut it for me. I created a technique using Microsoft Excel and Power Query to convert the PDF statement that is emailed to you into a CSV file that Quicken can import (mint.com format).
It is not particularly user friendly, but it does get the job done until Apple decides to let you export the transactions more easily.
Files available here: https://github.com/carruthe/AppleCashImport
Video: https://youtu.be/eebVDQ0qxqk
I hope someone finds this useful!
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