Betterment PDF to CSV exporter
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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 51 rating

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John PaccioneJan 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
  • 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

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