RichDue

How to export your Apple Card transactions

Download your Apple Card transactions as a file you can keep, open in a spreadsheet or bring into RichDue.

Checked on against the sources linked under each part. Apple Card moves its menus from time to time, so each step names the words to look for.

In Wallet on iPhone

  1. Open Wallet on your iPhone and tap Apple Card.
  2. Tap “Card Balance”, then a monthly statement under “Statements”.
  3. Tap “Export Transactions” and choose the file format.
  4. Save it to Files, or AirDrop or email it to your computer.

card.apple.com has your monthly statements as PDFs (RichDue reads those too); the transaction files come from Wallet.

Sources: Download your Apple Card statements or export your transactions (Apple) · Download Apple Card statements online (Apple)

Which file to choose

Choose OFX. CSV works too.

QFX and OFX files carry an id for every transaction, so a month you download twice doesn’t double anything.

  • OFX
  • QFX
  • CSV
  • QBO

Source: Download your Apple Card statements or export your transactions (Apple)

How far back you can go

One file per monthly statement, from your first statement on, so the current month arrives once its statement closes. Export each month you want.

Source: Download your Apple Card statements or export your transactions (Apple)

What’s in the file

Purchases are positive and payments and credits negative. Merchant is a clean name (“Whole Foods”) next to the raw description, and Purchased By names who bought it on a shared card.

  • Transaction Date, Clearing Date, Description, Merchant, Category, Type, Amount (USD), Purchased By

Source: Download your Apple Card statements or export your transactions (Apple)

What RichDue handles for you

  • The export lives in Wallet on the iPhone, not on the website. Save the file to Files or send it to your computer, then add it on richdue.com.
  • Apple prints purchases as positive numbers. RichDue flips them, and uses the clean Merchant name rather than the raw description.

Sources: Download your Apple Card statements or export your transactions (Apple) · Download Apple Card statements online (Apple)

Bring it into RichDue

Start free, answer six questions, then open Import and drop the file. RichDue shows every row before anything is saved: duplicates, transfers between your accounts and categories are marked, and you confirm.

Screenshots, bank alerts, statements or two taps: RichDue reads them, catches duplicates and asks before saving.

Reviewing a Chase card file before anything is saved: 729 new transactions, 26 already imported and 23 transfers, each row with its date, merchant, suggested category and amount, and Add 729 transactions at the foot.
Every row waits for your OK: duplicates, transfers and categories marked before anything is saved.

Free to start

Your Apple Card file, in one plan.

RichDue reads the file, catches duplicates and transfers, and asks before saving. Then it shows your net worth today and the next 12 months, bonus and taxes included.

Start free

Free to start, no card. Your first statement adds 14 days of Pro.