Wealthsimple Export Transactions

A Tampermonkey userscript that exports your Wealthsimple transactions to a CSV file.

Features

• Date range presets (Last 30 days, 3/6/12 months, Year to date, All time) — choose how far back to export
• Smart loading optimization — stops loading more transactions once past the selected date range
• Automatically loads transactions by clicking "Load more" until the date range is covered
• Expands each transaction's detail panel to extract full information
• Exports 9 data columns: Date, Time, Payee, Category, Amount, Currency, Status, Account, Card Number
• Handles transfers by including the destination account in the payee field
• Normalizes Unicode minus signs and extracts currency codes
• Persists across SPA navigation — the export button re-injects when you navigate back to Activity
• Shows a progress spinner during export with status updates

Prerequisites

• A browser with Tampermonkey installed (Chrome, Firefox, Edge, Safari)
• A Wealthsimple account

Installation

From a built script

1. Build the project (see Development) or obtain the built .user.js file
2. Open the .user.js file in your browser — Tampermonkey will prompt you to install it
3. Click Install

From source

git clone https://github.com/dashed/wealthsimple-export-transactions.git
cd wealthsimple-export-transactions
make install
make build

The built userscript will be in dist/. Open it in your browser to install via Tampermonkey.

Usage

1. Log in to Wealthsimple and navigate to the Activity page
2. Select a date range from the dropdown next to the "Activity" heading (defaults to "Last 3 months")
3. Click the Export transactions button
4. Wait for the script to load and process transactions within the selected range
5. A CSV file will download automatically when complete

See docs/USAGE.md for detailed usage instructions and CSV format.

Development

make install        # Install dependencies
make dev            # Start dev server (auto-injects userscript via Tampermonkey)
make build          # Build for production
make test           # Run unit tests
make test-watch     # Run tests in watch mode
make lint           # Lint with oxlint
make lint-fix       # Lint and auto-fix
make format         # Format code with oxfmt
make format-check   # Check formatting
make clean          # Remove dist/ and node_modules/

See docs/DEVELOPMENT.md for project structure, architecture, and contribution guidelines.

CI

GitHub Actions runs on every push to main and on pull requests: lint, format check, type check, tests, and build. See .github/workflows/ci.yml.

CSV Format

The exported CSV includes 9 columns with full transaction details:

Column	Format	Example
Date	YYYY-MM-DD	2026-05-27
Time	Free text	12:15 am
Payee	Free text	Uber Canada/Ubertrip
Category	Free text	Purchase
Amount	Dollar value	-$37.36
Currency	3-letter ISO	CAD
Status	Free text	Settled
Account	Free text	Credit card • Wealthsimple credit card
Card Number	Masked	••••3025

Example output:

"Date","Time","Payee","Category","Amount","Currency","Status","Account","Card Number"
"2026-05-27","12:15 am","Uber Canada/Ubertrip","Purchase","-$37.36","CAD","Settled","Credit card • Wealthsimple credit card","••••3025"
"2026-05-27","","Hetzner Online Gmbh","Purchase","-$251.35","CAD","Pending","Credit card • Wealthsimple credit card",""

Credits

This project is based on the original userscript by:

• shotasenga
• kaipee
• mark05e
• rksully1

Original gist: rksully1/decaf7f770727bb39450bbe290501caa

License

MIT