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All CollectionsApple Card, Apple Cash, and Savings
Connect Apple Card, Apple Cash, and Savings
Connect Apple Card, Apple Cash, and Savings

Learn more about the new FinanceKit integration for Apple Card, Apple Cash, and Savings

Olivia avatar
Written by Olivia
Updated over a week ago

The most requested credit card integration is now live! Copilot can now automatically keep track of your Apple Card, Apple Cash, and Savings accounts in real-time.

Thanks to new functionality available on iOS 17.4, you can now track all of your Apple financial accounts in real-time and without the need to manually upload any files or share your credentials.

Please Note: This integration is only available for set-up via the iOS app on phones that are running iOS 17.4. Accounts will also surface in the Mac app after connecting via iOS.


Apple Card

Next steps if you already have a manual Apple Card account in Copilot: Simply update to iOS 17.4 and the newest version of the Copilot mobile app, and then create a new Apple Card connection (without deleting your manual Apple Card). We'll present you with the option to merge your manual and connected Apple Credit Card (not Apple Cash or Savings) in the flow.

Total Balance: Apple is currently sharing the "total balance" for Apple Cards. This field excludes pending transactions and includes any yet-to-be-paid monthly installments. Apple currently only shares this value to reflect the total debt obligation that appears on the customer’s statement and credit report.

Apple Cash

Next steps if you already have a manual Apple Cash account in Copilot: The Apple Cash integration does bring in historic data, so you can simply delete your existing manual Apple Cash card and simply track on the new connected card or mark the manual account as CLOSED (if you would like to keep the historic data on the manual copies of these accounts, and track on the connected accounts going forward.)

Savings

Next steps if you already have a manual Savings account in Copilot: The Savings integration does bring in historic data, so you can simply delete your existing manual Savings account and simply track on the new connected card or mark the manual account as CLOSED (if you would like to keep the historic data on the manual copies of these accounts, and track on the connected accounts going forward.)


Savings Transactions: Apple is not currently sharing transaction name information, so all Savings transactions will have one of the following names: Savings Interest Earned, Apple Card Daily Cash, Savings Deposit, Savings Withdrawal, Savings. If you would like, you can manually edit the names of Savings transactions by tapping on the name in the transaction detail view.

👋 Still have questions? Contact us via the in-app chat.

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