Looking for money management app

[BaldiMac]

It does import of the quicken formatted files, so I assume you can download the transactions from the bank and then import it... haven't attempted that yet, but that was pretty much how I did the original set up (exported as QIF from my previous tool and then imported the QIF)... and that's how I do two credit cards currently, so when I get the statements I will know for sure.

Unfortunately GS/AppleCard does not do that, so those have to be entered manually (regardless of which tool you use)...

You can export Apple Card transactions each month in a variety of formats (CSV, OFX, QFX, QBO).

 

[AZhappyjack]

You can export Apple Card transactions each month in a variety of formats (CSV, OFX, QFX, QBO).

The only option I see is to download a list of the transactions (PDF) ... please explain...

Download Apple Card statements online

Download a PDF of your monthly Apple Card statement in a web browser.

support.apple.com

 

[BaldiMac]

The only option I see is to download a list of the transactions... please explain...

Not sure what you are getting at. When you tap on the statement in the Wallet app, there are two options - "Download PDF Statement" and "Export Transactions". If you tap on "Export Transactions", you can download them in the formats that I mentioned.

 

[AZhappyjack]

Not sure what you are getting at. When you tap on the statement in the Wallet app, there are two options - "Download PDF Statement" and "Export Transactions". If you tap on "Export Transactions", you can download them in the formats that I mentioned.

I'm on the website (card.apple.com) on my Mac...

 

[BaldiMac]

I'm on the website (card.apple.com) on my Mac...

I've never used the website, so I can't help you there.

 

[pletopia]

It does import of the quicken formatted files, so I assume you can download the transactions from the bank and then import it... haven't attempted that yet, but that was pretty much how I did the original set up (exported as QIF from my previous tool and then imported the QIF)... and that's how I do two credit cards currently, so when I get the statements I will know for sure.

Unfortunately GS/AppleCard does not do that, so those have to be entered manually (regardless of which tool you use)...

Again, I was hoping for the app to have a connection to the bank and automatically download the transactions itself. If I wanted to do it manually like you are, I will continue to just use a spreadsheet as I just want to know the balances easily.

 

[AZhappyjack]

Update on the SEE Finance program:

So far, the program has been functioning pretty well. It's got a few quirks in the way it works ("linked transactions" between 2 accounts) and reports are a little strange...

However, the killer part of the deal is the absolute lack of response... I am on day 4 without so much as an acknowledgement of my request for support... and checking the MAS reviews, the company seems to have not been responding for about a year... the total lack of support is a show stopper for me... the last update is also over a year ago.

Deleted the app and continuing the search for a money tracking app.