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betterment2quicken

convert Betterment .csv file to Quicken-importable .ofx

Usage

# set up
virtualenv venv
. venv/bin/activate
pip install -r requirements.txt

# run it
python betterment2quicken.py <transaction.csv>

UI

To make this 10x useful, it would need a UI of some sort. Let's see if we can use the free tier of GAE to host this. If not, Chrome App would be a good choice, too. (especially for the paranoid)

Related Work

OK, everyone starts with Googling what they want. Not surprising, I did find ofxstatement and ofxstatement-betterment plugin.

Well, it didn't work. (Otherwise I wouldn't be creating this repo)

upwork-qfx was the first one that I spotted where I can generate an OFX that Quicken likes. By line-by-line comparison, it proved my suspicion that Quicken doesn't like some perfectly-conforming OFX for some reason. It's the <INTU.BID> element! You can either download a Web Connect statement from some banks to obtain the number, or just do more Googling.