Betterment PDF to CSV exporter

5.0(

1 rating

)

ExtensionWorkflow & Planning448 users

Overview

Easily download your ticker-level transactions from Betterment.com as CSV or QIF files.

Adds a download link next to each PDF statement on the Activity page with the ticker-level transaction data for easy exporting to your favorite financial software. There is support for exporting as CSV, QIF (Quicken format), and for a combined download for all PDFs on the Activity page. 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. See https://github.com/fcfort/betterment-csv-chrome for more information.

5 out of 5
1 rating
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John Paccione
Jan 2, 2017

Rename with "QIF" in there too somewhere - that's a fantastic feature. Going from Betterment to GNUCash is a breeze with this.

1 person found this review to be helpful

Details

Version
0.1.10
Updated
January 10, 2022
Flag concern
Offered by
Frank Fort <frank.c.fort@gmail.com>
Size
690KiB
Languages
English (United States)
Developer
Email
frank.c.fort@gmail.com
Non-trader
This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data.

This developer declares that your data is

Not being sold to third parties, outside of the approved use cases
Not being used or transferred for purposes that are unrelated to the item's core functionality
Not being used or transferred to determine creditworthiness or for lending purposes

Support

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