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https://github.com/jat255/betterment_to_ynab
Script to convert Betterment's saved transactions to a format understood by YNAB
https://github.com/jat255/betterment_to_ynab
Last synced: about 1 month ago
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Script to convert Betterment's saved transactions to a format understood by YNAB
- Host: GitHub
- URL: https://github.com/jat255/betterment_to_ynab
- Owner: jat255
- Created: 2015-04-30T13:39:54.000Z (over 9 years ago)
- Default Branch: master
- Last Pushed: 2016-07-15T14:33:38.000Z (over 8 years ago)
- Last Synced: 2024-10-12T12:44:44.107Z (2 months ago)
- Language: Python
- Size: 697 KB
- Stars: 0
- Watchers: 2
- Forks: 1
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
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README
# Betterment_to_YNAB
[](https://gitter.im/jat255/Betterment_to_YNAB?utm_source=badge&utm_medium=badge&utm_campaign=pr-badge&utm_content=badge)
Script to convert [Betterment](https://betterment.com)'s saved transactions
to a format understood by [YNAB](https://www.youneedabudget.com/).
Installation
------------
Written and tested using:
* Python 2.7.9+
([link](https://www.python.org/downloads/))
* Pandas 0.16.0 ([link] (http://pandas.pydata.org/))
* Numpy 1.9.2 ([link](http://www.scipy.org/scipylib/download.html))
* *optional -* Keyring 5.3 ([link] (https://pypi.python.org/pypi/keyring))
* *optional -* Selenium 2.53.6 ([link] (http://selenium-python.readthedocs.io/))
* Note, this also requires Firefox to be installed, since it uses the Firefox driver to download
Make sure the above are installed, then simply clone (or download) this
repository to a local directory.
Usage
-----
To setup automatic downloading:
2. First, you need to save your login information to your system keyring so
the script will be able to log you in. This script does not save any login
information on its own, but instead places it in the system's keyring, so it is as
secure as your computer's local account. You will need to run the script
`save_login.py` on each computer you wish to run the automated downloading
on. If you don't do this, the script will ask for your username and
password each time it is run, since it is not saved.
3. Then, rename `account_info_example.ini` to `account_info.ini`
and configure the values to match your account.
Under the `[UserInfo]` section, the only values that should
need changing are the user and the default days (prior to today) of transactions
that you wish to download. Under the `[AccountInfo]` section, you need to
add your account group ID and your account numbers. This information can
be found by visiting the [activity page]
(https://wwws.betterment.com/app/#activity) of your Betterment account,
and hovering over the "Download Activity as CSV" link. In this link, you
will see the `subAccountID=` (or something like that).
Each account you have will have a
different number. In the example `account_info.ini` file, I have two
accounts (Wealth building and Roth IRA), so I have listed them there. The
names you give them (`wb` and `roth`) don't matter, as the script will
loop through all the accounts you put in this section and try to download
their activity. The supplied names will be used in the outputted .csv files.
You should also change the directories to ones that make sense for you. The
downloaded files will be placed in this directory (Linux and Windows are supported,
support for MacOS should be trivial to add, but I don't have a system to test on).
To use the actual script:
2. Run `python betterment_to_ynab.py` to see all the options available.
3. To download transactions, supply the `-d` flag to the script. To convert
transactions, use the `-c` flag. To automate both processes, you can combine the
options and supply them as `-dc`.
4. Other options are available, such as a custom number of days to download (`--days`),
the days after which to convert transactions (`--daysafter`), the names of files to convert
(`-f` or `--filenames`), and the text output of the script (use `-v` to see more output).
5. Import the resulting CSV files into YNAB and confirm that transactions look
correct
Note:
* Because deposits, contributions, withdrawals, etc. to Betterment accounts
are usually classified as transfers within YNAB from another account,
they are supposed to be ignored by this import script (or else you'll
end up with duplicates). The transactions to ignore can be included (one
per line) in an ignore list named `convert_ignore.txt`, which is
provided when downloading the repository locally.
Examples
--------
* To save your login information to the system keyring:
python save_login.py -u -p
* To automatically download and convert transactions (after
`account_info.ini` is configured), showing output:
python betterment_to_ynab.py -dcv
* To (just) download transactions from 25 days ago until now
(not showing any output):
python betterment_to_ynab.py -d --days 25
* To (just) convert files named `file1.csv` and `file2.csv`,
discarding any transactions before June 12, 2015:
python betterment_to_ynab.py -c -f file1.csv file2.csv --dateafter 2015-06-12
Troubleshooting
---------------
I have been successfully using this script for a while, and haven't had any
issues with it. Check the following if you are having issues:
* `Pandas` and `Numpy` installed
* `convert_ignore.txt` matches the format of the version included with the
code
Help!
-----
File an issue on [github](https://github.com/jat255/Betterment_to_YNAB/issues)
so I can try to help.
Contributions
-------------
Suggestions or actual contributions are more than welcome. The easiest way
is to fork this repository and add a pull request so I can review the
changes easily.