Adding the Apple Credit Card and the Apple Savings account to Quicken

Is there a guide or FAQ that I could follow in order to add the Apple Card to Quicken for Windows?

Answers

  • Austin@
    Austin@ Quicken Mac Subscription Mac Beta Beta

    Here are instructions from Apple on how to export your Apple Card transactions as a .QFX file, which can then be imported into Quicken: https://support.apple.com/en-us/HT211236

    The process for exporting Apple Savings transactions as a .QFX file differs slightly. Instructions from Apple can be found at the following link, under the section titled "Download or export your Savings statements": https://support.apple.com/en-us/102163

    Once the transactions are exported using Apple's instructions above, they need to be imported into Quicken. Quicken has provided step-by-step instructions for how to do this in Quicken for Mac, which can be found at the link below. I'm not sure why they don't provide instructions specifically for Windows (or if they do, I couldn't find them), but the process will be very similar. Basically, you need to add a new Credit Card and/or Savings account, search for Apple Card in the list of financial institutions, then import the .QFX file(s) exported from your iPhone. Hopefully a Quicken Windows user can chime in with more specific instructions for what to do in Quicken for Windows after exporting your transactions from your iPhone.

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