Uploaded February 2023 | Updated September 2026, 2 weeks ago

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@Apple Card and Apple Cash are great new(er) tools, but have some limitations when it comes to tracking the transactions in your financial software (@Quicken for Mac in my case). 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: github.com/carruthe/AppleCashImport
@GitHub

I hope you enjoy!

#finance #quicken #personalfinance #householdfinance #apple #applecard #applecash #excel #microsoft