Import Apple Card Transactions to Banktivity?
Has anyone been able to do this yet? How?
You can make a difference in the Apple Support Community!
When you sign up with your Apple Account, you can provide valuable feedback to other community members by upvoting helpful replies and User Tips.
When you sign up with your Apple Account, you can provide valuable feedback to other community members by upvoting helpful replies and User Tips.
Has anyone been able to do this yet? How?
Thanks for your response. The link you provided has been very helpful for several reasons, but not for the question I raised regarding Banktivity. The Apple Card does allow downloads in .ofx or .csv formats and I've tried both.
My most favorable experience with other credit card providers has been with the .ofx format. After download, these files can be clicked on and they will open in Banktivity, verify the account I would like them to associate with, and import all the transactions: Dates, Payees, Amounts, Charges/Payments and Notes. However, when I attempt this with the .ofx file downloaded from the Apple Card, I get the response, "No Valid Destination Accounts" meaning, there are No Accounts in Banktivity that this file can be imported into... Ouch! I never get past the verification step!
When I use the .csv format I get a screen asking me how to disperse the 7 of columns of information provided in the .csv file into the 5 types of information Banktivity is looking for each transaction. I've found that regardless of how I disperse the information, my Payments are always recorded as a Charge (as apposed to a Payment). Again, Ouch! This is better than nothing, but still more confusing and time consuming than I am used to with any other credit card service.
I guess I'm spoiled. I expect more from Apple. But hey, I'm willing to admit that it may be my fault. Perhaps I didn't setup my Apple Card Account completely or properly in Banktivity.
So, I'm looking for someone who can assist me in either getting my Banktivity program set up to receive the .ofx files, or help me alert the Apple Card development team that a problem exists. Can you help with either of those two options?
You can request a feature here - https://www.apple.com/feedback/ and call Goldman Sachs at 1-877-255-5923
I use Banktivity and have an Apple Card. I haven't tried it yet but apparently Banktivity 7.5 supports importing of CSV files from Apple Card
I am a Quicken user but look like Banktivity is supported.
[Link Edited by Moderator]
Import Apple Card Transactions to Banktivity?