Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less.
When Apple launched the Apple Card, it came without any way to export your transactions such that you could import the data into a personal finance app—all you could get out was a PDF. Apple started to rectify that glaring lapse at the beginning of the year by adding the capability to export transaction data in CSV (Comma Separated Values) format (see “Apple Card (Finally) Gains CSV Statement Export,” 23 January 2020).
Quicken Transaction Download Hack
However, CSV format wasn’t sufficient for many personal finance apps. In February 2020, Apple added support for OFX (Open Financial Exchange) format. It was a somewhat troubled release, with TidBITS Talk participants trading tips on how to edit exported files to get them to import properly into various apps. Apple worked out the kinks over the next few months, and the complaints died down.
Now Apple has extended the formats available to Apple Card users even further by adding support for Quicken’s proprietary QFX (Quicken Financial Exchange) format, which is an extension of OFX, and the QBO format used by Intuit’s QuickBooks. Here’s how you export those formats:
- Open the Wallet app on your iPhone.
- Tap your card balance.
- Under Statements, tap the desired month.
- Tap Export Transactions.
- Choose either Quicken Financial Exchange or QuickBooks. Comma Separated Values and Open Financial Exchange are still options.
- Choose the destination from the share sheet. The easiest ways to get them to your Mac are probably AirDrop (your Mac might be an AirDrop shortcut at the top of the share sheet), which will send the exported file to your `~/Downloads` folder, or Save to Files (pick a location in iCloud Drive).
For something that’s human-readable, you can still download your statement as a PDF. In Step 4 above, instead of tapping Export Transactions, tap Download PDF Statement.
Here’s how you can use the various formats Apple Card can now export:
- QFX: Import into Quicken by choosing File > Import > Bank or Brokerage File.
- QBO: In QuickBooks, choose File > Utilities > Import and then Web Connect Files.
- OFX: Import into any app that supports this format, like Banktivity, Moneydance, and You Need a Budget.
- CSV: Open in any spreadsheet or import into an app that supports CSV import and lets you map import fields appropriately.
- PDF: File for later reference or print; it’s not structured data that you can import.
Quicken Download Hangs
If anyone has figured out how to automate this process with Shortcuts, let us know!
Now if only Apple would let multiple people in a family share an Apple Card. Other common requests include the capability to download transaction data without waiting for a statement and support for other countries. How else would you like to see Apple improve the Apple Card experience?
Patch Release Installs for Quicken Windows US 2016
If you need any Quicken support the Quicken forum can be found here: Quicken Forum
Release 19.3 Mondo
Release 18.4
Release 18.4 Mondo
Release 17.4
Release 17.4 Mondo
Release R16.1
Release R16.1 Mondo
Release R14.12
Release R14.12 Mondo
Release R14.1
Release R14.1 Mondo
Release R14
Release R14 Mondo
Release R13 (This is the first release that converts from the Intuit Id to the Quicken Id)
Release R13 Mondo
Release R12
Release R12 Mondo
Release R11
Release R11 Mondo
Release R10
Release R10 Mondo
Release R9 was an internal only release.
Release R8
Release R8 Mondo
Release R7
Release R7 Mondo
Release R6
Release R6 Mondo
Release R5 Corrupted
Release R5 Mondo
Release R4
Release R4 Mondo
Release R3
Release R3 Mondo
Release R2
Release R2 Mondo
Note the R4 and R5 patch installs were not signed by Intuit. They will come up with Publisher Unknown.
Also the R5 patch install is was corrupted.
Quicken 2015
Release 17.2 Mondo (Only Mondo patches from here on.)
Release 17.1
Release 17.1 Mondo
Release 15.1
Release 15.1 Mondo
Release 15
Release 15 Mondo
Release 14 (This is the first release that converts from the Intuit Id to the Quicken Id)
Release 14 Mondo
Release 13
Release 13 Mondo
Release 12
Release 12 Mondo
Release 11
Release 11 Mondo
Release 10
Release 10 Mondo
Release R9
Release R9 Mondo (Warning R9 was recalled)
Release R8
Release R8 Mondo
Release R7
Release R7 Mondo
Release R6
Release R6 Mondo(Warning R6 was recalled)
Release R5
Release R5 Mondo
Release R4
Release R4 Mondo
Release R3
Release R3 Mondo
Release R2
Release R2 Mondo
Note Intuit has identifiedthat R9 will cause Quicken to crash on machines that have TurboTax 2014/2015 installed (Recalled).
Warning R6 has triggered exposing data corruption in data files(recalled). Mobile sync is suspected. Also running balances are not shown if you are not sorting by date.
Quicken 2014
Release 10 Mondo
Release R9
Release R9 Mondo
Release R8
Release R8 Mondo
Release R7
Release R7 Mondo
Release R6
Release R6 Mondo
Release R5
Release R5 Mondo
Release R4
Release R4 Mondo
Release R3
Release R3 Mondo
Release R2
Release R2 Mondo
Quicken 2013
Release R12 Mondo
Release R11 Mondo
Release R10 Mondo
Release R9 Mondo
Release R8 Mondo
Release R7 Mondo
Quicken 2012
Release R7 Mondo
Release R6 Mondo
Release R5 Mondo
Quicken 2011
Quicken 2010
Release R10 Mondo
Release R9
Release R8
Release R4 Mondo
Quicken 2009
Quicken 2008
Release R8
Note R8 and R9 are 'partial patches' you need to first install R7 and then R8 and finally R9. R7 on the other hand contains all the patches before it, so you can just install it on R1 or later to get patched up to that level.
Release R7
Release R6
Release R5
Release R4
Release R3
Release R2
Quicken 2007
Quicken 2006
Quicken 2005
Quicken 2004
Release R5
Release R4
Release R3