Wealthsimple Export for YNAB Sumeet Singh מאת

Export your Wealthsimple transactions as YNAB-compatible CSV files directly from your browser.

This extension adds "Export CSV" buttons to Wealthsimple account detail pages, right below the Activity heading. Choose from three time ranges: This Month, Last 3 Months, or All Time.

The CSV uses YNAB's expected format (Date, Payee, Memo, Amount) with YYYY-MM-DD dates and signed amounts. No manual column mapping needed when importing into YNAB.

Supports all Wealthsimple transaction types including Interac e-Transfers, bill payments, direct deposits, credit card purchases, stock/ETF/crypto trades, dividends, internal transfers, and more.

All processing happens locally in your browser. No data is collected, stored, or sent to any third party. The extension uses your existing Wealthsimple session to fetch transactions via their API.

Source code: https://github.com/smankoo/wealthsimple-export