Betterment PDF to CSV exporter

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

Betterment PDF to CSV exporter

Betterment PDF to CSV exporter is a Chrome extension that allows users to easily download ticker-level transactions from Betterment.com as CSV or QIF files. The extension adds a download link next to each PDF statement on the Activity page, making it convenient to export the data to preferred financial software.
Install from Chrome Web Store

Extension stats

Users: 436
-22
Rating: 5.00
(1)
Version: 0.1.10 (Last updated: 2022-01-10)
Creation date: 2020-06-01
Risk impact: Low risk impact
Risk likelihood:
Manifest version: 2
Permissions:
  • declarativeContent
  • storage
Size: 706.56K

Other platforms

Not available on Android
Not available on Firefox
Not available on Edge
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Extension summary

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.

User reviews

Rename with "QIF" in there too somewhere - that's a fantastic feature. Going from Betterment to GNUCash is a breeze with this.
by John Paccione, 2017-01-02
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Extension safety

Risk impact

Betterment PDF to CSV exporter requires very minimum permissions.

Risk likelihood

Betterment PDF to CSV exporter has earned a fairly good reputation and likely can be trusted.

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