One of the big questions I got around the time the Apple Card launched was whether you’d be able to download a file of your transactions to either work with manually or import into a piece of expenses management software. The answer, at the time, was no.
Now Apple is announcing that Apple Card users will be able to export monthly transactions to a downloadable spreadsheet that they can use with their personal budgeting apps or sheets.
When I shot out a request for recommendations for a Mint replacement for my financing and budgeting, a lot of the responses showed just how spreadsheet-oriented many of the tools on the market are. Mint accepts imports, as do others like Clarity Money, YNAB and Lunch Money. As do, of course, personal solutions rolled in Google Sheets or other spreadsheet programs.
The one rec I got the most and which I’m trying out right now, Copilot, does not currently support importing spreadsheets, but founder Andres Ugarte told me it’s on their list to add. Ugarte told me that they’re happy to see the download feature appear because it lets users monitor their finances on their own terms. “Apple Card support has been a top request from our users, so we are very excited to provide a way for them to import their data into Copilot."
Here’s how to export a spreadsheet of your monthly transactions:
- Open Wallet
- Tap "Apple Card"
- Tap "Card Balance"
- Tap on one of the monthly statements
- Tap on "Export Transactions"
If you don’t yet have a monthly statement, you won’t see this feature until you do. The last step brings up a standard share sheet letting you email or send the file however you normally would. The current format is CSV, but in the near future you’ll get an OFX option as well.
So if you’re using one of the tools (or spreadsheet setups) that would benefit from being able to download a monthly statement of your Apple Card transactions, then you’re getting your wish from the Apple Card team today. If you use a tool that requires something more along the lines of API-level access, like something using Plaid or another account linking-centric tool, then you’re going to have to wait longer.
No info from Apple on when that will arrive, if at all, but I know that the team is continuing to launch new features, so my guess is that this is coming at some point.