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

Latest Version

Version
0.1.10
Update
January 10, 2022
Size
690KiB
Developer
Category
Users
462
Rating
5 ★
Manifest Version
2
Web Store Status
Languages Support
English (United States)
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Permissions
DeclarativeContent
Storage
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Betterment PDF to CSV exporter Extension

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.
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "manifest_version": 2, "name": "Betterment PDF to CSV exporter", "short_name": "Betterment PDF to CSV", "version": "0.1.10", "description": "Easily download your ticker-level transactions from Betterment.com as CSV or QIF files.", "author": "Frank Fort ", "homepage_url": "https://github.com/fcfort/betterment-csv-chrome", "minimum_chrome_version": "76.0.0.0", "icons": { "128": "icon128.png" }, "content_scripts": [ { "run_at": "document_start", "matches": ["https://wwws.betterment.com/app*"], "js": [ "load-pdf.js", "pdf.worker.js", "libs.js", "main.js" ] } ], "options_ui": { "page": "options.html", "chrome_style": true }, "background": { "scripts": ["icon.js"], "persistent": false }, "page_action": { "default_icon": { "38": "icon38.png" }, "default_title": "Betterment PDF to CSV exporter", "default_popup": "options.html" }, "permissions": [ "declarativeContent", "storage" ], "web_accessible_resources": [ "pdf.worker.js" ]}
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How to download and manually install Betterment PDF to CSV exporter extension for Chrome

Looking for a way to install Betterment PDF to CSV exporter extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Betterment PDF to CSV exporter extensions manually, this article outlines two simple methods to effortlessly install Betterment PDF to CSV exporter extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Betterment PDF to CSV exporter extension and manually install through Drag &Drop

If you ever need to manually install a Betterment PDF to CSV exporter extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Betterment PDF to CSV exporter Extension by clicking the "Download CRX" button on the website.

Look for the Betterment PDF to CSV exporter extension you wish to install. Go to the website and download the Betterment PDF to CSV exporter extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Betterment PDF to CSV exporter extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Betterment PDF to CSV exporter extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Betterment PDF to CSV exporter extension for Chrome and install in Developer Mode

This is another method to install Betterment PDF to CSV exporter extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Betterment PDF to CSV exporter extension file

Select and download the Betterment PDF to CSV exporter extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Betterment PDF to CSV exporter extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Betterment PDF to CSV exporter extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Betterment PDF to CSV exporter extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Betterment PDF to CSV exporter extension in 2 ways. We hope this guide proves helpful.

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User reviews

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John Paccione (ID: 000000656f4b9121) Voted 5 ★ - Updated 01/02/2017 Rename with "QIF" in there too somewhere - that's a fantastic feature. Going from Betterment to GNUCash is a breeze with this.