User profile for user: Baudouin Struye
Baudouin Struye Author
User level: Level 1
55 points

Is there a way to Export the Yearly Activity transactions for the Apple Card?

On the iPhone Wallet, you can view individual monthly statements for your Apple Card. There is an option to Export Transactions for each of these months.


Under the Card Balance, you can also click on Weekly activity and, from there choose Year activity to see all your transactions listed by categories for any given years.


When comes tax time, it would be really useful to be able to either export all these categories for the previous year or, better yet, select one of the categories (Health for example) and export all of these to Numbers or Excel for tax purposes. But I do not see any Export options in these weekly / monthly/ yearly activity screens. Only for the individual monthly statements as mentioned above.


Does anyone know of a way to do this?


Thank you very much


PS: Not sure how to update the iPhone version listed at the bottom of my post but I am currently using an XR with iOS 17.3. Not the 6s anymore

iPhone 6s Plus

Posted on Feb 27, 2024 04:09 PM

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User profile for user: BrotherEye
BrotherEye
User level: Level 2
330 points

Posted on Feb 27, 2024 04:43 PM

There isn't a direct feature within the Wallet app to export yearly activity or transactions by category for the Apple Card to Numbers or Excel. You can only export monthly statements. For more detailed or categorized transaction data suitable for tax purposes, you would typically have to manually compile this information or use third-party financial software that can categorize and export transactions after importing your monthly statements.


However, Apple frequently updates its software, so I would recommend checking the latest user guides or directly contacting Apple Support to see if any new features have been introduced that would allow you to do this.

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User profile for user: BrotherEye
BrotherEye
User level: Level 2
330 points

Feb 27, 2024 04:43 PM in response to Baudouin Struye

There isn't a direct feature within the Wallet app to export yearly activity or transactions by category for the Apple Card to Numbers or Excel. You can only export monthly statements. For more detailed or categorized transaction data suitable for tax purposes, you would typically have to manually compile this information or use third-party financial software that can categorize and export transactions after importing your monthly statements.


However, Apple frequently updates its software, so I would recommend checking the latest user guides or directly contacting Apple Support to see if any new features have been introduced that would allow you to do this.

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Is there a way to Export the Yearly Activity transactions for the Apple Card?

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