Does Microsoft Money or Money in Excel Support Apple Card Sync?
Question details
The user wants to know if they can automatically synchronize their Apple Card transactions with Microsoft Money or the Money in Excel add-in.
- Product
- Microsoft Excel
- Device & OS
- not provided
- Scenario
- Tracking personal finances and attempting to import Apple Card transaction data into Microsoft financial tools.
- Observed behavior
- Microsoft Money is discontinued, and direct Apple Card integration with Money in Excel is currently unavailable or unsupported by the third-party service Plaid.
Since the original Microsoft Money software was discontinued, ensure you are using a current Microsoft 365 subscription to access the 'Money in Excel' add-in for personal finance tracking.
Manually Export and Import Apple Card Transactions
Since Money in Excel does not natively integrate with Apple Card, you can export your statements directly from your Apple Wallet as a CSV file and import them into your spreadsheet.
Apple Card currently lacks direct API support for third-party financial aggregators like Plaid, which Money in Excel relies on. Manually exporting a CSV file is the most reliable workaround to consolidate your finances.
On your iPhone, launch the Wallet app and tap on your Apple Card.
Tap 'Card Balance', then scroll down to the 'Statements' section and select the monthly statement you want to export.
Tap 'Export Transactions' and choose the '.CSV' format from the available options.
Send the exported CSV file to your computer via AirDrop or email, open it in your spreadsheet application, and copy the transaction data into your main finance tracker.
Check Plaid Compatibility in Money in Excel
Money in Excel uses Plaid to connect to financial institutions. You can periodically check if Apple Card or Goldman Sachs has been added to their supported list.
Manage Your Finances Easily with WPS Spreadsheet
If you are tired of relying on discontinued tools or paid subscriptions for Money in Excel, use WPS Spreadsheet to manage your exported Apple Card transactions. It offers powerful data analysis tools and free personal finance templates.
- 1. Download and Install WPS Office: Get WPS Office for free from the official website and install it on your PC or Mac.
- 2. Open Your Apple Card CSV: Right-click the CSV file exported from your Apple Wallet and choose 'Open with WPS Spreadsheet'.
- 3. Apply Budget Templates: Explore the WPS Template library to find a budget tracker, and paste your transaction data into the template for automatic calculations.
Frequently Asked Questions
Is Microsoft Money still available for download?
No, Microsoft Money was officially discontinued and withdrawn from sale many years ago. Microsoft later introduced 'Money in Excel' as a premium add-in for Microsoft 365 subscribers to fill this gap.
Does Plaid support Apple Card synchronization?
Currently, direct integration between Apple Card and Plaid (which powers the automated syncing in Money in Excel) is generally unsupported. Users typically need to rely on manual CSV exports to track these expenses.
How do I get my Apple Card transactions into a spreadsheet?
You must open the Apple Wallet app on your iOS device, select your Apple Card, view a closed monthly statement, and tap 'Export Transactions' to generate a CSV file. You can then open this CSV file in any spreadsheet software like Excel or WPS Spreadsheet.
