Maddy on 14 Nov, 2019 02:19 PM
Thank you for contacting Moneydance support.
As unfortunately, Apple Card does not support third party integration services, at this time, it's not possible to download transactions.
If they begin to support third party integration services, at any point, we'd be happy to make it happen.
Please let me know if you have further questions or need any assistance.
Can you contact me at hleofxquotes at gmail dot com?
I have a small tool/code that I am using that I can share. If others are interested, please send email.
The tool/code is not ready for general use yet. I can parse/read payments, transactions but not interest. I don't have sample of how the "Interest Charged" table look like. So if you have a statement with "Interest Charged" and are willing to share (just that page), will be appreciated.
Sean Reilly on 02 Dec, 2019 02:02 PM
I should mention that hleofxquotes' program is not affiliated with Moneydance so we can't be responsible for it, but it does seem to be the only way (currently) to pull transaction data out of Apple Card statements.
Noted Sean - but I am curious if you guys have at least tried it out?
In particular, since I would expect you guys have much more expertise at this question than me - do you agree it generates a valid OFX file that MoneyDance should handle without problems when I import it? I've reviewed the text of the file and compared it to other OFX files I have locally, and everything looked reasonable. But as I said, I'm no expert on the underlying standards for creating those files.
(Let me know if you want/need official PDF's from Apple for testing.)
Sean Reilly on 03 Dec, 2019 09:23 AM
I haven't tried it out, but I do believe that hleofxquotes is a very capable developer and I would think that the OFX would be valid. I also try to make Moneydance be as lenient as possible, because even some of the biggest banks produce some really awful OFX. I'd guess that hleofxquotes' output is probably better than most :)
I personally avoid installing outside code as much as possbile because if we do end up adding the same or similar capability in Moneydance then our work should be done completely independently.
on 27 Jan, 2020 02:55 AM
So I did a little work, the best way to do this, although not automatic is the following:
1) export the data each month from your wallet to a csv file. I email the file to me.
2) import the file into your applecart account in Moneydance.
3) leave all the menu items in the first dialogue box as the file is csc
4) In the fields buttons, make them read as follows:
Click next and then everything should be entered in fine.
One note, in August 2019, Apple did not yet remove all commas from some of the fields and that really screws up the csv file. So either go into that file and clean up the extra commas in the fields or manually enter the data. For months after August, no stray commas in the fields.
Hope that works for everyone. Not that much of a hassle.
Has anyone figured out how to get MoneyDance to declare as "unconfirmed" all the AppleCard transactions imported from a CSV file? I can import these CSV files, and it saves typing everything in manually, but there are no blue dots in the imported data.
Moneydance 2019.2 (or maybe .3) and newer will import transactions from csv files in "downloaded" mode, which means they should be marked with the blue dots and be available for confirmation. Just make sure you use the built-in CSV importing and not the older text-import extension.
on 05 Feb, 2020 02:49 AM
When using the csv import, is there any way to save the field designation (that I note above in item 10 of this post). Instead of having to designate the fields each time I import the same csv file format from Apple, or do I have have to each time designate the fields? This would be a good add / improvement to the import csv function. Thanks.
Sean, when I tried using File->Import in MoneyDance 2019.3 and selecting an AppleCard CSV transaction file, I had no chance to identify columns or anything else. I just got the following error message:
There was an error importing the file 'Apple Card Transactions - January 2020.csv': java.lang.NumberFormatException: For input string: “62021800698463710018"
I checked the CSV file in TextEdit on my Mac, and no such number appears in the file.
The Apple Card now has an option to download the statement as an OFX file. However, when trying to manually import the file into the proper account within MoneyDance, the file is not importing. In MD, I created an Apple Card Account. I highlight it, then choose File -> Import, select the file and then click on Open. And nothing happens. According to your documentation, I should get a window where I can choose the MD account, but MD does nothing. No error message, no import, it just ignores the commands. What am I doing incorrectly? Thanks for you help.
Two thing you could try assuming you are already running Moneydance 2019.
1. In Moneydance select your apple account in the side bar to show the apple register. Drag and drop the OFX file into the side bar, not into the register.
2. If you are not already, try the latest preview build from https://infinitekind.com/preview
Thank you for the prompt response. I was running MD 2019.3 and tried the drag and drop into the register in addition to the menu commands. No success. I also downloaded MD preview 2019.4 and tried again with both methods and also no success. MD looks as if it is simply ignoring the commands. Any other thoughts?
Just to add to dwg's and Kevin's excellent suggestions - when you install Stan's CSV importer extension, if you are using a recent build of MD, you may see a red banner at the top of the summary page saying "The extension CSV Importer is not verified and should be considered unsafe" and an "Uninstall" button on the right, which to the uninitiated may cause heartburn. Never fear, Stan's importer has been a long-time stable extension for MD but it has not been officially "signed" as acceptable. I have used this extension for several years and it has never caused any issues.
- Jim (also not a member of MD support)