![]() To Josh’s original question, while Apple Card’s CSV import is welcome, it’s not something I would use regularly. While not inexpensive ($84/year), YNAB is truly a education-oriented, consumer-focused company that never sells your data or uses it for re-marketing. I’ve been using YNAB for over a year, and it’s the best financial management system I’ve ever used. The CSV export is likely to remain my favorite, even if Apple adds more export formats.Īfter using Quicken, Mint, and TurboTax for years, I’ve completed an Intuit “cleanse.” I’m troubled by Intuit’s lobbying and poor behavior - as detailed by ProPublica’s excellent reporting. The CSV export makes it easier to follow transactions than the PDF export, but the PDF export does have information about daily cash. That makes importing the transactions more automatic. The table has column headings named the same as the Apple Card Transactions. I find it easier to have a table for AppleCard in a Ninox database ( ) where I keep other credit card data. Moneydance does not remember your choices for the fields you have to select your choices from dropdown menus for every file you import. You may prefer some other combination for the fields, but the above works for me. Select for the fields: Date, Ignore, Description, Memo, Category, Ignore, Amount.File -> Import, then choose the CSV file to Import.Make a new credit card account and name it (before importing the first file). ![]() The Apple Card transactions can be imported into Moneydance with these steps: If the user wants to manually upload the data to the Cloud, that’s on him. However, sending data only to the user does not violate this. Note that Apple’s original objection to providing anything other than PDF files was that they did not want to allow direct connections from other financial vendors (e.g. So, hopefully, we will soon see other forms of data export. While this process was less work than entering the whole statement manually, it was more work than doing a load of a. Once I did that, the data loaded correctly. Now, I needed to associate each field with a defined field in Moneydance. So I deleted the troublesome numbers and the file was able to load. By looking at the file, I could see that what had been identified as a long numeric string was actually an alphanumeric string that was part of a merchant sub-identifier. My initial attempt to import the file into Moneydance failed, giving a Java.error on some of the numeric data. So, I opened copies in Numbers (to see it as a spreadsheet) and BBEdit (to see the raw text). qfx file extension.īecause I hadn’t worked with importing a csv file into Moneydance before, I wanted to examine this file a bit more closely. Every other credit card I use has an option to export in ‘Quicken’ format, commonly denoted with a. I tried it out last night for import to Moneydance using my December statement as a test.
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