Apple Card statement to Excel
Apple Card lets you download your monthly statement as a PDF. Here its payments and transactions become one spreadsheet, with a check against the previous and total balance.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
Statement not read correctly, or something broke? Tell us
Your statement never leaves your device
How to do it
- On iPhone, open Wallet, tap Apple Card, then Card Balance, choose a monthly statement and tap Download PDF Statement. On the web, sign in at card.apple.com and open Statements.
- Choose the PDF here. Every page is read, including descriptions that run over two lines.
- Look at the check line: if the balances add up, no transaction is missing or extra.
- Click "Download Excel" or "Download CSV".
Tips
- Purchases come out negative, payments and Daily Cash adjustments positive.
- The Daily Cash percent and amount of each purchase stay in the Description column, so the Amount column holds only what you spent.
- Checked on a sample statement laid out like an Apple Card statement: every transaction was read and the balances added up.
Questions
Can I get a CSV straight from Apple?
Apple offers CSV or OFX export of transactions on some devices. If you only have the PDF statement, or want the balance check, this page does it.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and makes the Excel file on your device. Nothing is sent to a server, there is no account to create and no page limit.
What if the balance check fails?
The table marks the rows where the balance chain breaks. Usually one column was read the wrong way: change its type in the table header, or the Amounts setting for a card, and the check runs again.
Does it work with a scanned or photographed Apple Card statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.