tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/14750-new-apple-cardInfinite Kind: Discussion 2022-09-03T19:09:25Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182019-11-14T14:19:10Z2019-11-14T14:19:10ZNew Apple Card<div><p>Hi Chris,<br>
Thank you for contacting Moneydance support.</p>
<p>As unfortunately, Apple Card does not support third party integration services, at this time, it's not possible to download transactions.<br>
If they begin to support third party integration services, at any point, we'd be happy to make it happen.</p>
<p>Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182019-11-16T18:06:53Z2019-11-16T18:12:32ZNew Apple Card<div><p>@chris_hardin</p>
<p>Can you contact me at hleofxquotes at gmail dot com?</p>
<p>I have a small tool/code that I am using that I can share. If others are interested, please send email.</p>
<p>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.</p>
<p>Best,</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182019-12-01T18:33:39Z2019-12-01T18:33:39ZNew Apple Card<div><p>I've released ac2ofx, a tool to generate OFX file for Apple Card transactions. That will make it possible to import Apple Card transactions into Moneydance.</p>
<p>For more information, please see: <a href="https://ac2ofx.github.io/ac2ofx/">https://ac2ofx.github.io/ac2ofx/</a></p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182019-12-02T14:02:10Z2019-12-02T14:02:10ZNew Apple Card<div><p>Hi Chris,</p>
<p>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.</p>
<p>Thanks,<br>
Sean</p>
<p>--<br>
Sean Reilly<br>
Developer, The Infinite Kind<br>
<a href="https://infinitekind.com">https://infinitekind.com</a></p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182019-12-03T01:45:43Z2019-12-03T01:45:45ZNew Apple Card<div><p>Noted Sean - but I am curious if you guys have at least tried it out?</p>
<p>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.</p>
<p>Thanks,</p>
<p>Chris</p>
<p>(Let me know if you want/need official PDF's from Apple for testing.)</p></div>chris_hardintag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182019-12-03T08:07:16Z2019-12-03T08:07:16ZNew Apple Card<div><p>I am not support staff, just a user.<br>
Hi Chris.</p>
<p>I have used a number of extensions created by hleofxquotes and always found them reliable. I don’t have an Apple card to test, but a suggestion.</p>
<p>Do a EXPORT BACKUP and then RESTORE FROM BACKUP and test the extension. If things don’t work out you can revert to your original data set.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182019-12-03T09:23:01Z2019-12-03T09:23:01ZNew Apple Card<div><p>Hi Chris,</p>
<p>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 :)</p>
<p>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.</p>
<p>Thanks,<br>
Sean</p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-01-27T02:31:49Z2020-01-27T02:31:51ZNew Apple Card<div><p>You can also export a csv file from Apple. Don't know if that will help anyone. I have had little but some luck just importing that file, but its tough.</p></div>Dan Sandbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-01-27T02:48:32Z2020-01-27T02:48:32ZNew Apple Card<div><p>I'm a fellow user.</p>
<p>Stan's CSV importer is arguably the best and most flexible CSV importer that is available for Moneydance</p>
<p><a href="https://github.com/stant/mdcsvimporter2015/releases/tag/v22">https://github.com/stant/mdcsvimporter2015/releases/tag/v22</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-01-27T02:55:22Z2020-01-27T02:55:23ZNew Apple Card<div><p>So I did a little work, the best way to do this, although not automatic is the following:</p>
<p>1) export the data each month from your wallet to a csv file. I email the file to me.<br>
2) import the file into your applecart account in Moneydance.<br>
3) leave all the menu items in the first dialogue box as the file is csc<br>
4) In the fields buttons, make them read as follows:<br>
Date Ignore Ignore Description Category Ignore Debit Amount</p>
<p>Click next and then everything should be entered in fine.</p>
<p>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.</p>
<p>Hope that works for everyone. Not that much of a hassle.</p></div>Dan Sandbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-04T13:03:58Z2020-02-04T13:03:59ZNew Apple Card<div><p>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.</p></div>Billtag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-04T20:25:09Z2020-02-04T20:25:09ZNew Apple Card<div><p>I'm a fellow user.</p>
<p>Look at using Stan's CSV importer as mentioned in post #9, it is my understanding that this supports the confirmation process.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-04T22:36:05Z2020-02-04T22:36:05ZNew Apple Card<div><p>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.</p>
<p>Thanks,<br>
Sean</p></div>Sean Reillytag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-05T02:49:36Z2020-02-05T02:49:36ZNew Apple Card<div><p>Sean,<br>
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.</p></div>Dan Sandbergtag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-05T13:52:32Z2020-02-05T13:52:32ZNew Apple Card<div><p>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:</p>
<p>There was an error importing the file 'Apple Card Transactions - January 2020.csv': java.lang.NumberFormatException: For input string: “62021800698463710018"</p>
<p>I checked the CSV file in TextEdit on my Mac, and no such number appears in the file.</p>
<ul>
<li>Bill</li>
</ul></div>Bill Sloantag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-13T16:58:27Z2022-09-03T19:09:24ZNew Apple Card<div><p>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.</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-13T18:36:08Z2020-02-13T18:36:08ZNew Apple Card<div><p>I am not support staff, just a user.<br>
Hi Barnabas</p>
<p>Two thing you could try assuming you are already running Moneydance 2019.<br>
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.<br>
2. If you are not already, try the latest preview build from <a href="https://infinitekind.com/preview">https://infinitekind.com/preview</a></p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-13T20:00:39Z2022-09-03T19:09:25ZNew Apple Card<div><p>Hi derekkent23,</p>
<p>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?</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-13T20:16:53Z2020-02-13T20:16:53ZNew Apple Card<div><p>Short answer is that the OFX as exported by Apple is bad (very badly formatted, just dead-on-arrival).</p>
<p>It seems the feature was rushed (or whoever implemented does not know OFX very well). I can't see how it got past QA. A simple import to Quicken, MD, MS Money ... would have failed immediately.</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-02-13T20:19:46Z2022-09-03T19:09:25ZNew Apple Card<div><p>Thank you - that confirms my suspicion. I’ll report the difficulty to Apple/Goldman directly.</p></div>jwsizemoretag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-03-02T13:44:04Z2020-03-02T13:44:04ZNew Apple Card<div><p>Hi Dan Sandberg,</p>
<blockquote>
<p>When using the csv import, is there any way to save the field designation...</p>
</blockquote>
<p>Stan's CSV Importer allows you to save any number of card configurations.</p>
<p>Forum member dwg provided the link to Stan's Importer in post # 9 of this thread. There is a 'How to' document at the bottom of the linked site.</p>
<p>If you need a hand setting it up, post back and I'll try to lend a hand.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-03-02T21:06:44Z2020-03-02T21:07:48ZNew Apple Card<div><p>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.<br>
- Jim (also not a member of MD support)</p></div>jimmplsmntag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-03-15T16:40:47Z2020-03-15T16:40:47ZNew Apple Card<div><p>Just a note, Apple seems to have fixed their corrupt file issue and the February data imported just fine for me.<br>
(not IK support)</p></div>sthtag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-03-16T13:03:23Z2020-03-16T13:03:23ZNew Apple Card<div><p>That's excellent news!</p>
<p>Thank you for sharing, Scott!</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-04-16T02:04:53Z2020-04-16T02:04:57ZNew Apple Card<div><p>Where is the option on Apple to download OFX? I went to the apple wallet on my Mac and see no option to export OFX transactions. Or does it only work after a bill?</p></div>Andy Geissetag:infinitekind.tenderapp.com,2009-01-14:Comment/478358182020-04-16T13:00:33Z2020-04-16T13:00:33ZNew Apple Card<div><p>Yes, it is at the same place you can download a PDF of your bill. But that only comes out at the end of each month. You can save the bill to "Files" on the phone and then pick it up in iCloud.</p>
<p>I assume the same thing for Apple Wallet on the Mac version but have not updated to Mac OS Cat for a bunch of reasons.</p></div>sth