Convert an Apple Card statement PDF to Excel, categorized.
Apple Card gives you a clean monthly PDF but no spreadsheet export. Sortlumo turns that statement into categorized, sortable rows you can filter and export to Excel.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Apple Card.
Open Wallet on your iPhone
Tap the Wallet app, then tap your Apple Card.
Tap Card Balance
Scroll down to the list of monthly statements.
Pick a month
Select the statement period you want to convert.
Tap Download PDF Statement
Share or save the file so you can reach it from the device you'll upload from. On the web, card.apple.com has the same statements under Statements.
Drop into Sortlumo
Drag the PDF into the upload zone. Every charge is extracted, categorized, and ready to export.
NoteApple Card also offers a monthly transaction export in the Wallet app. That file covers one month at a time — uploading the PDFs lets Sortlumo merge several months into one categorized view.
Exactly what we extract from your Apple Card statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including any you changed by hand.
Apple Card statement questions, answered.
Does Sortlumo work with Apple Card Family accounts?
Yes. Family statements list each participant's charges in the same text-based layout, and Sortlumo extracts every line.
Can I convert Apple Card Savings statements too?
Yes. Savings account statements are separate PDFs in Wallet and parse the same way, though they mostly contain interest and transfer activity rather than merchant spending.
Do Apple Card's own categories carry over?
No — Sortlumo assigns its own 22 categories consistently across every account you upload, so an Apple Card charge and a checking-account charge for the same merchant land in the same bucket.
Is my Apple Card statement data shared with anyone?
No. Sortlumo never links to Apple or your bank. The PDF stays encrypted in your account and is deletable at any time.
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New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first Apple Card PDF. See it categorized in under a minute.
1 free statement/month · No card · Cancel anytime · See our security page