Betterment PDF to CSV exporter

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Betterment PDF to CSV exporter

438 users

2020-06-01

Frank Fort <frank.c.fo...

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Description

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.