Issue: Quicken was not displaying the transactions of my Apple Card and Apple Cash accounts. It would display the Balances only. Solution: I needed to have Quicken Look at the now permissions granted data.
Context:
I had upgraded to a new iPhone 17 Pro. This caused my accounts to stop sharing information. Per
https://support.simplifi.quicken.com/en/articles/9859332-how-to-add-your-apple-wallet-accounts
When a new iPhone is upgraded, each iPhone holds a unique key that is what provides access to the data. Therefore the phone acts as the key to that data. When we switch phone we change keys and therefore new key update needs to occur.
Step (1) is to first follow instructions in article and then reestablish the permissions between Quicken and Simplify.
Step (2) Have Quicken access that access grated data. Rather then clicking on Apple Wallet in the Add Accounts Screen Search for "Apple Wallet" then connect Apple Wallet to Quicken Simplifi. Thereafter the information (Transactions + Balances) will appear in Quicken Simplifi.
Screenshot below for reference
Shout out to Customer Service support specialist: Fernando who helped me on Wed July 1st 2026 at around 1:30 PM PST.
