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Any bank or card that lets you download your transactions as a CSV file. Apex looks for a date, a description and either an amount column or separate debit and credit columns. It understands negatives written as -12.00, (12.00) or 12.00-, US and day-first dates, and card exports that list purchases as positive numbers.

Sign in to your bank or card’s website, open the account’s transactions, and look for Download, Export or Statements. Choose CSV (sometimes called “spreadsheet” or “Excel”) and the dates you want. On a phone, it’s often easier to download it on a computer and open it from Files.

• iPhone: tap + on Home, choose the account (or a new one), then Choose a CSV file.
• iPad and Mac: open Statements in the sidebar. On the Mac you can also drag files onto the window, or choose File › Import Statement… (⌘O).

Apex skips transactions it already has and tells you how many it skipped. Two identical transactions on the same day in one file are both kept.

Not yet. For now, download a CSV from your bank.

No. Apex never asks for your bank password: it works only from files you download yourself.

Open the transaction and pick the right category. Apex remembers your choice for that merchant from then on. You can also add a rule, so every description containing certain words goes to a category, and rename the merchant or add a note.

Open Net worth and add an account. Enter its balance and update it whenever you like. For debts you can add the APR and due day.

No. Ask understands common questions on its own. With Apple Intelligence turned on, it understands more ways of asking. Either way, Apex does the arithmetic itself.

Turn on “Lock with Face ID” (or Touch ID) under Privacy, on the + screen on iPhone or on Statements on iPad and Mac.

Choose Remove example data, on the + screen on iPhone or on Statements on iPad and Mac. Accounts you added yourself stay.

No. Apex shows you your own numbers. It’s informational and isn’t financial, tax or investment advice.

Not yet. Each device keeps its own data, so import your statements on each device you use.

On iPhone and iPad, Apex leaves its data out of backups, so it doesn’t move to a new device. Import your statements again on the new one. You can export your transactions as a CSV file first to keep your own copy.

Choose “Erase everything on this iPhone” (or iPad, or Mac) under Privacy. Deleting the app also deletes everything it stored. See the privacy policy.