betterment2bean.py is a simple Python script that converts transaction CSV files downloaded from a Betterment
investment, checking, or 401k account to a plaintext ledger file that is readable by Beancount.
Beancount is open source command-line accounting software that stores your financial transaction data in structured but human-readable plain text files.
Betterment is an investment and robo-advisor platform that automatically invests and diversifies money that you deposit into your account with them.
Nothing fancy here installation-wise. Just clone this repo (or download the Python script itself). Once you have it, you
can open a terminal window, cd to the directory that contains the betterment2bean.py file, and run:
python3 betterment2bean.py betterment.csv ledger.beancount
where betterment.csv is a CSV file downloaded from a Betterment account and ledger.beancount is the filename you
want to save the Beancount ledger file as. If the ledger.beancount argument is omitted then the ledger file will be
saved with the same name as the input CSV file (betterment.csv) but with the .beancount extension instead (e.g.
betterment.beancount).
Betterment CSV files are expected to be in this format:
Goal Name,Account Name,Transaction Description,Amount,Ending Balance,Date Created,Date Completed
"Catalist, LLC Traditional 401(k)",Traditional 401(k),5/28/2021 Payroll Contribution,115.88,19848.98,2021-05-28 04:06:51 -0400,2021-06-03 10:29:50 -0400
- Similar project: banks2ledger
- More information about plaintext accounting software options here.