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I got an Apple Card and used it for all of 2022. Then I went to do my taxes and tried to download a CSV of all my transactions and found that you can only pull

I got an Apple Card and used it for all of 2022. Then I went to do my taxes and tried to download a CSV of all my transactions and found that you can only pull it down one statement at a time! Thanks Apple for making tax time just a bit more painful...

nanidin 3y ago
Better than Amazon that removed the ability to do any csv exports of orders or transactions sometime between when I prepared tax year 2021 and tax year 2022.
- wintermutestwin 3y ago
  Yes - I now have an amazon policy where each item is one transaction. Then I have to go through the whole year 10 at a time. Yet another mind blowingly bad customer experience. I am getting closer and closer to ditching my Prime account...
clintonb 3y ago
Why do you need a credit card statement for taxes? Business expenses?
- smith7018 3y ago
  That would be strange imo because there are obviously far more advantageous business cards out there. The only reason I could maybe imagine someone using the Apple Card for business is to get 3% back on hardware purchases.
  - danielfoster 3y ago
    I agree but for many people optimizing credit card spend is not worth their time, especially if you’re just spending a few thousand per year on a side hustle. There are plenty of reasons one might want a csv, though.
- wintermutestwin 3y ago
  Yes, I use personal cards for business so that I can use the best card for the purchase and Apple products/services are 3% cash back.
- ethbr0 3y ago
  I'd guess because parent lives in a state without state income tax, as so chooses to claim sales tax against his or her federal taxes.
myvoiceismypass 3y ago
It makes integration with YNAB very painful, as well.
JumpCrisscross 3y ago
> you can only pull it down one statement at a time Message support. They’ll send a bulk-download link.
- ryanmjacobs 3y ago
  Oh nice. This is a very useful tip. I wish I knew that a month ago.
ryanmjacobs 3y ago
I had the same exact situation. I used the Apple card almost exclusively in 2022 because of the 1% card + 2% apple pay rewards. Doing taxes right now and I spent about 10 minutes manually exporting+emailing OFX/QFX files to myself for Quicken. Kind of a pain. Every other card I have supports automatic data pulling. Probably will move my main card to something that has automatic integration.
- TechRemarker 3y ago
  You can always integrate with Mint, and then use that to export all your years worth of data into CSV, etc.
  - ryanmjacobs 3y ago
    I tried Mint. AFAIK Apple CC doesn't allowing pulling live transactions.

nanidin 3y ago

Better than Amazon that removed the ability to do any csv exports of orders or transactions sometime between when I prepared tax year 2021 and tax year 2022.

wintermutestwin 3y ago
Yes - I now have an amazon policy where each item is one transaction. Then I have to go through the whole year 10 at a time. Yet another mind blowingly bad customer experience. I am getting closer and closer to ditching my Prime account...

clintonb 3y ago

Why do you need a credit card statement for taxes? Business expenses?

smith7018 3y ago
That would be strange imo because there are obviously far more advantageous business cards out there. The only reason I could maybe imagine someone using the Apple Card for business is to get 3% back on hardware purchases.
- danielfoster 3y ago
  I agree but for many people optimizing credit card spend is not worth their time, especially if you’re just spending a few thousand per year on a side hustle. There are plenty of reasons one might want a csv, though.
wintermutestwin 3y ago
Yes, I use personal cards for business so that I can use the best card for the purchase and Apple products/services are 3% cash back.
ethbr0 3y ago
I'd guess because parent lives in a state without state income tax, as so chooses to claim sales tax against his or her federal taxes.

myvoiceismypass 3y ago

It makes integration with YNAB very painful, as well.

JumpCrisscross 3y ago

> you can only pull it down one statement at a time Message support. They’ll send a bulk-download link.

ryanmjacobs 3y ago
Oh nice. This is a very useful tip. I wish I knew that a month ago.

ryanmjacobs 3y ago

I had the same exact situation. I used the Apple card almost exclusively in 2022 because of the 1% card + 2% apple pay rewards. Doing taxes right now and I spent about 10 minutes manually exporting+emailing OFX/QFX files to myself for Quicken. Kind of a pain. Every other card I have supports automatic data pulling. Probably will move my main card to something that has automatic integration.

TechRemarker 3y ago
You can always integrate with Mint, and then use that to export all your years worth of data into CSV, etc.
- ryanmjacobs 3y ago
  I tried Mint. AFAIK Apple CC doesn't allowing pulling live transactions.