Betterment CSV/QIF Exporter

This extension is not affiliated with Betterment in any way.

Betterment is a wonderful brokerage service, but doesn't provide ticker-level transaction data for easy export. But, this data is available via the PDFs on the Activity page.

This extension parses those PDFs and creates ticker-level transaction download links on the Activity Page entirely in the browser using PDF.js and Web Workers.

This extension can output in both CSV and QIF formats.

Features

• CSV/QIF output formats
• Download transactions from all the PDFs on the page as one combined file.
• All done entirely client-side. No data leaves your computer.
• Install from the Chrome Web Store here.

Dev Setup

• Install Chrome (used for PDF tests)
• Run sudo apt install npm node-grunt-cli
• Run npm install

Building

To access development releases, you'll need npm installed. Start by cloning the project locally.

Source Code: github.com/fcfort/betterment-csv-chrome

• Run grunt build
• Open chrome://extensions/ or select the menu Window > Extensions.
• Enable the developer mode at top right.
• Click Load unpacked extension... and select the dist/app/ folder.

Testing

Unit & Integration tests

grunt test --testPdfDir=../relative/path/to/test/pdfs/and/csvs

Packaging

grunt package --testPdfDir=../relative/path/to/test/pdfs/and/csvs

Uploading

grunt upload --secretsFile=../relative/path/to/secrets.json --testPdfDir=../relative/path/to/test/pdfs/and/csvs

Accept the OAuth2 prompt that opens in your browser.

Preparing a new release

1. Make code changes
2. Bump version number in package.json
3. Run grunt upload, which will build, test, upload, and publish the new version to the Chrome Web Store.
4. Create a new release on GitHub and upload the zip file as a build artifact.

Libraries

• PDF.js - Client-side PDF parsing.
• patch-worker.js - A workaround to allow the use of Web Workers in Chrome content scripts.
• Mutation Summary - Observe changes to the DOM.
• jQuery
• Mocha - A Javascript test framework.

Related projects

I wrote a command-line version that parses PDF files and outputs CSV. See github.com/fcfort/betterment-pdf-to-csv. This project is similar but done entirely client-side as a Chrome extension.

License

Apache 2.0