Statement Bureau

Statement Bureau turns eligible Wallet financial transactions into clean CSV files for your favorite budgeting tool, spreadsheet, or personal archive. On-device. Permission-based. Built for people who already have enough admin.

EXPORTS THAT MATCH YOUR TOOLS
• Generic CSV for any aggregator that accepts the format.
• Monarch-format CSV you can upload with Monarch's CSV import.
• YNAB-style CSV mapped to YNAB's expected columns.
• Customizable filename templates so files sort the way you want.

CHOOSE WHAT GETS EXPORTED
• Pick the eligible Wallet card accounts you care about.
• Pick this month, last month, this year, or any custom range.
• Preview transactions and totals before you commit.
• Export a CSV inside any shortcut for free, using a built-in or custom template. Omit dates for the last 30 days, then pass the CSV to Save File, Mail, or another action.

ON-DEVICE BY DESIGN
• Statement Bureau uses Apple's FinanceKit framework with your permission.
• Transactions are processed on your device.
• No developer-operated server. No advertising SDKs. No analytics SDKs.
• Export through the share sheet: save to Files, mail it, or send it to another app.
• Open or share saved CSVs from export history.

OPTIONAL: BECOME BUREAU CHIEF
Manual export is always free. A one-time in-app purchase adds automation:
• Background exports to a folder you choose, your Google Drive, or Dropbox, when iOS allows, usually while charging. Opening the app catches up any missed run. Force-quitting stops background exports until you open the app again.
• Google Drive and Google Sheets: keep a CSV, or the Transactions tab of a Google Sheet, up to date in your own Drive. Build pivot tables on your own tabs; the Bureau never touches them.
• Dropbox: exports land in Apps/Statement Bureau in your Dropbox.
• YNAB and Lunch Money: new and changed transactions go straight into your plan, on the same schedule. Pending charges update when they post.
• Choose a target cadence, from about every 6 hours to about every week.
• Shortcuts: use Run Statement Bureau exports in a Time of Day personal automation to run enabled destinations at the times you choose, or run one chosen destination. Open the app first to allow Wallet access and select accounts.
• First export reaches back: choose 7, 30, 90, 180, or 365 days, or all available history. Applies to the first export of each new destination. Later exports add new and changed transactions. Until you choose, accumulating filenames use all available history and dated filenames use 30 days. For YNAB and Lunch Money, all available history means 30 days.
• Optional notifications when new or changed transactions are filed (except the first full-history run), and when an automatic export first fails.
• Family-shareable. No subscription. No recurring fee.

WHO IT'S FOR
• YNAB and Lunch Money users who want transactions to arrive on their own.
• Monarch users who import CSVs.
• Users of any other app that accepts CSV.
• Spreadsheet users who'd rather build their own dashboard.
• Anyone who wants a personal archive of Wallet transaction history.

REQUIREMENTS
• iOS 17.4 or later for FinanceKit access.
• An Apple Account with eligible Wallet financial data.

PRIVACY
Statement Bureau accesses Wallet financial data only with your permission and only to generate the CSVs you ask for. We do not sell or share financial data or send it to a developer-operated server. You choose where to save or share exports. If you connect Google Drive, Dropbox, YNAB, or Lunch Money, data goes directly from your iPhone to your own account there. Read the policy at bureau.middleout.dev/privacy.

Statement Bureau is independent and is not affiliated with Apple Inc. Apple, Apple Wallet, Apple Card, iCloud, and FinanceKit are trademarks of Apple Inc. Google Drive and Google Sheets are trademarks of Google LLC. Dropbox is a trademark of Dropbox, Inc. Statement Bureau is not affiliated with or endorsed by YNAB or Lunch Money.