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Betterment plugin for ofxstatement

Project description

Betterment plugin for ofxstatement

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This is an `ofxstatement`_ plugin for `Betterment`_ CSV statements downloaded
from the site's `activity`_ page. `ofxstatement`_ converts the CSV into a
series of "check" transactions in an OFX file, so `Moneydance`_ (for instance)
will only consider bank and credit card accounts for the generated OFX file's
import. Given Betterment's daily gain/loss transaction data, the "check"
transaction type works well enough.

.. _ofxstatement:
.. _Betterment:
.. _activity:
.. _Moneydance:

`ofxstatement`_ is a tool for converting proprietary bank statements into the
OFX format, suitable for importing into GnuCash, Moneydance, and other compatible
applications. The plugin for ofxstatement parses a particular proprietary bank
statement format and produces a common data structure that is then formatted
into an OFX file.


As with `ofxstatement`_, this plugin requires Python 3. You will need to have
`ofxstatement`_ installed; the package will be brought in as a dependency if
you install the plugin via `pip`_.

.. _pip:


You can install the plugin via most of the normal Python methods (be sure to
install using your environment's python3 installation)



pip3 install ofxstatement-betterment


cd ofxstatement-betterment; python install


Note that you can specify 'bank' and 'account' in ofxstatement's configuration file (accessible
using the `ofxstatement edit-config` command or directly at
`~/.local/share/ofxstatement/config.ini` (on Linux, at least). Setting these values makes it
easier for your personal finance application to recognize which account the file's data
belongs to.

Also note that transactions for zero amounts are filtered by default. If you wish to include
zero-amount transactions, set 'zero_filter' to 'false' in your settings. Here is an example
of a settings block for the betterment plugin::

account = 8675309
plugin = betterment
zero_filter = false


Export your Betterment `activity`_ into a CSV file (it's currently `transactions.csv`). Then run::

$ ofxstatement convert -t betterment transactions.csv betterment.ofx

You can then import `betterment.ofx` into the personal finance application of your choice.


0.1.0 (2015-09-26)

* Uploaded to pypi
* Added to github

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