You can add your Apple Card to Monarch by importing monthly statements. Monarch will also remind you each month to import the last monthly statement. Apple typically makes monthly statements available on the 1st day of a calendar month and will send an email or notification when they are ready.
Unfortunately Apple doesn't allow Monarch to connect directly to Apple Card to receive live updates on new transactions so you'll have to import statements monthly this way. We've requested Apple give access to the Apple Card API so we can build a direct connection so we hope to add this in the future.
Setting up your Apple Card in Monarch
The first step is to open the Monarch app on your iPhone and tap the "+" icon in the top right of the "Accounts" tab to add a new account for your Apple Card. This must be done on an iPhone or iPad.
Pro tip: If you are adding more than one Apple Card we recommend giving them unique names since the default name will be just "Apple Card". It can be confusing to have two accounts with the same name when importing statements from two (or more) Apple Cards.
When tapping the "+" icon to add accounts start by selecting "Banks & credit cards":
Then select "Apple Card" from the list of most common banks & credit cards:
Follow the steps on how to import Apple Card statements:
When you tap the "Open Wallet" button it will open the Apple Wallet app directly to a list of monthly statements so you can select the most recent one:
Pro tip: If you navigate away from this part of the Wallet app there is a very similar screen that shows monthly statements but does not let you export them. This screen is not what you want to use for importing:
On the monthly statement screen tap "Export Transactions" at the bottom:
Select "Comma Separated Values (CSV)" from the sheet:
You are now viewing the CSV file. Tap the share arrow to send it to Monarch:
The last step is to select "Monarch" from the carousal of apps:
Monarch will import the statement and you are all finished! 🎉
This video shows that entire process:
Pro tip: You may not have Monarch in the list of recent apps so the video above shows selecting "more" from the list of all apps to find Monarch.
Adding past months
When you first add your Apple Card it imports the last monthly statement but you may wish to add your entire history. To do this, just tap the 3 dots in the top right of the Apple Card in Monarch:
Then select "Import Statement":
This will launch you into the correct spot in the Apple Wallet to select monthly statements. If you do this repeatedly for each past month you can get your entire Apple Card history imported!
Exporting directly from Apple Wallet
If you'd prefer to add your statements directly from Apple Wallet instead of doing it from Monarch you can just open up the Wallet app on your phone which looks like this:
Then follow these steps to get to the statement import steps described above:
- Tap the Card Balance
- Scroll down to "Statements" and select the month you wish to import
- Select "Export Transactions" -> "Comma Separated Values (CSV)"
- Tap the share arrow in the bottom left
- Select Monarch as the app you wish to share the CSV with
- This will open Monarch and import that statement