Export transactions from Wealthsimple to a CSV file for YNAB import

wealthsimple-transaction-for-ynab.user.js

// ==UserScript==
// @name         Export Wealthsimple transactions to CSV for YNAB
// @namespace    https://shotasenga.com/
// @version      2025053000
// @description  Export transactions from Wealthsimple to a CSV file for YNAB import
// @author       Shota Senga
// @match        https://my.wealthsimple.com/app/activity*
// @icon         https://www.google.com/s2/favicons?sz=64&domain=wealthsimple.com
// @grant        none
// ==/UserScript==

/*
 * DISCLAIMER:
 * This script extracts sensitive financial information (transaction data) from Wealthsimple.
 * Ensure that you use this script in a secure environment and handle the extracted data responsibly.
 * The developer of this script is not responsible for any issues or troubles that arise from its use.
 */

(function () {
  "use strict";

  waitUntilElementExists("//h1[contains(., 'Activity')]", (element) => {
    const button = document.createElement("button");
    button.innerText = "Export transactions";
    button.onclick = exportTransactions;
    element.parentElement.appendChild(button);
  });

  async function exportTransactions() {
    const transactions = [];

    for (const button of x(
      `//button[contains(., 'Chequing')][contains(., '$')]`
    )) {
      const payee = button.querySelector("p").innerText;
      const amount = x(`.//p[contains(., '$')]`, button).next().value
        .innerText;

      button.click();
      await nextTick();

      const [date, _] = Array.from(
        x(
          `.//p[contains(., 'Date')]/following-sibling::*//p`,
          button.parentElement.parentElement
        )
      ).map((el) => el.innerText);

      transactions.push({
        payee,
        amount,
        date: formatDateForYNAB(date),
      });
    }

    const csv = [];
    csv.push("Date, Payee, Amount");

    for (const transaction of transactions) {
      csv.push(
        [transaction.date, transaction.payee, transaction.amount]
          .map(escapeCsvField)
          .join(",")
      );
    }

    // save as a file
    const blob = new Blob([csv.join("\n")], { type: "text/csv" });
    const url = URL.createObjectURL(blob);
    const a = document.createElement("a");
    a.href = url;
    a.download = "transactions.csv";
    a.click();
  }

  function* x(xpath, root = document) {
    const xpathResult = document.evaluate(
      xpath,
      root,
      null,
      XPathResult.ORDERED_NODE_SNAPSHOT_TYPE,
      null
    );

    for (let i = 0; i < xpathResult.snapshotLength; i++) {
      yield xpathResult.snapshotItem(i);
    }
  }

  function nextTick() {
    return new Promise((resolve) => setTimeout(resolve, 0));
  }

  function waitUntilElementExists(xpath, callback) {
    const observer = new MutationObserver(() => {
      const element = x(xpath).next().value;
      if (element) {
        observer.disconnect();
        callback(element);
      }
    });

    observer.observe(document.documentElement, {
      childList: true,
      subtree: true,
    });
  }

  function escapeCsvField(field) {
    return `"${field}"`;
  }

  function formatDateForYNAB(str) {
    // "August 19, 2024" to "2024-08-19" using RegExp
    const [, month_s, day_s, year] = str.match(/(\w+) (\d+), (\d+)/);
    const month = (new Date(Date.parse(`${month_s} 1, 2020`)).getMonth() + 1)
      .toString()
      .padStart(2, "0");
    const day = day_s.padStart(2, "0");
    return `${year}-${month}-${day}`;
  }
})();

Instruction

1. Install Tampermonkey https://www.tampermonkey.net/
2. Open the raw script link to install

Once you install the script, open the "Activity" page in your browser. The "Export Transaction" button should appear on top-right.

DISCLAIMER

• This script extracts sensitive financial information (transaction data) from Wealthsimple.
• Ensure that you use this script in a secure environment and handle the extracted data responsibly.
• The developer of this script is not responsible for any issues or troubles that arise from its use.

I've created a bookmarklet version of this so you can run it on any browsers without installing an extension.

Update the script for the wording changes ('CAD' to '$')