One of Apple Card’s most significant annoyances (at least compared to many other major credit cards) is that you can’t directly share transaction information with financial planning apps like
YNAB. Apple provides lots of well-organized information about your spending in the Wallet app, but that doesn’t give you a complete picture of your finances as it doesn’t include your earning and other spending.
Updated 05/28/20: Apple has added Quicken (QFX) and Quickbooks (QBO) file formats to its export function.
Fortunately, you can at least export your transaction data, so it can be manually imported into some financial software.
You don’t need an iOS update to take advantage of this feature—it’s a server-side update. That also means it make take a little time for the feature to be available to everyone. Follow these steps to export your Apple Card monthly transactions.
1. Open the Wallet app and select your Apple Card.
2. Tap on the Card Balance box on the left.
3. Scroll down to the Statements section and tap on the month you wish to export.
4. Tap Export Transactions.
5. You’ll see a popup card asking in which file format you’d like to export your transactions. Choose the one you want.
6. If you chose to save as a CSV file, a preview of it will pop up on screen. Tap the Share button in the upper right . For other file formats, the share sheet will immediately pop open. You can AirDrop it to your Mac, print it, or choose Save to Files to save it to an iCloud or other folder.
Exporting monthly statements and then importing them into your financial planning services is kind of a pain—it would be easier if Apple Card synced directly with financial planning apps. Mint, an extremely popular financial planning app, doesn’t allow users to import statements at all, for example. Perhaps this monthly export solution is a half-step on the way there, or perhaps it is as far as Apple is willing to go, for privacy and security reasons.