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.
- (2017-01-02) John Paccione: Rename with "QIF" in there too somewhere - that's a fantastic feature. Going from Betterment to GNUCash is a breeze with this.
- (2021-01-13, v:0.1.9) Vasu Bhandarkar: Does not work as I think the path to documents has changed
It no longer works on the monthly/quartery documents page as I think the path to it has changed. Its now /app/documents/. Could not figure out where to fix the code (to download qif)
- (2020-07-09, v:0.1.9) Jeff Baynham: trying to import into Quicken
Great idea! I've tried to download CSV and import to Quicken, then I changed the plug in setting to QIF and downloaded (though It still downloaded CSV) and tried to rename file. Still cannot import.
- (2017-10-25, v:0.1.3) Casey G: No longer works
Plugin broken with 9/30 statements.