With the release of 9.5, you can now connect Apple Card/Apple Cash for automatic downloads on iOS (iPhone only, running iOS 17.5 or later). Here’s how to do that:
– Open Banktivity for iPhone, and bring up the Apple Card/Apple Cash account register
– Tap on the icon at the top that looks like a pencil inside a square
– On the Details screen, tap on Automatic Downloads not configured
– On the next screen, tap Find My Bank
– Search for and select the listing called Apple Card – US
– The next screen will say, “You can connect this account to the data provided by Apple Wallet.” Tap Continue
– Next, you will see ‘Apple Wallet Setup’ at the top and will see “Banktivity needs to have access to Apple Wallet in order to retrieve the data. When you tap continue you will be asked to grant Banktivity permission to access Apple Wallet. Tap Continue.
– A popup window will appear that says ‘Banktivity would like to access your financial account data.’ Tap on Select Accounts
– On the next screen, select the accounts you want to share from Apple Wallet to Banktivity and tap Next in the top right corner.
– On the ‘Share Account Activity,’ select how much activity Banktivity can access (either All Available Activity or Limited Time Period) and tap Share with Banktivity
– On the next screen, you will choose your account that corresponds to your Banktivity account
– Next, you will be back on the ‘Details’ screen. You should now see under ‘Automatic Downloads’ the words Apple Wallet. This means you’ve successfully linked the account. Be sure to tap ‘Done’ in the top right corner to complete the setup.
NOTE*** Import rules are not currently applied to transactions that are imported from Apple accounts.
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