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      2025080400
// @description  Export transactions from Wealthsimple to a CSV file for YNAB import
// @author       Shota Senga
// @match        https://my.wealthsimple.com/app/*
// @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}`;
  }
})();

Made updates to @kaipee's version over on my fork at https://gist.github.com/mark05e/4e8bcfa54df846529a0bd756c27f2222

• Fixed "null date" errors by updating the date extraction XPath to traverse parent/sibling containers, ensuring compatibility with nested DOM structure.
• Enhanced the Payee logic to automatically prepend the transaction type (e.g., "Purchase" or "Bill pay") and append the destination account (e.g., "Transfer out - RRSP") by extracting details from expanded transaction views.
• Updated metadata with contributor Gist profiles and added downloadURL/updateURL to enable automatic script updates directly from the gist source.

I think it would be helpful to include a link to Wealthyspeak
when discussing the wealth effect. It provides an excellent explanation of how changes in wealth impact consumer behaviour and fits well with the context of wealth and consumption.