Wealthsimple Export for YNAB by Sumeet Singh
Adds CSV export buttons to Wealthsimple account pages. Exports transactions in YNAB-compatible format (Date, Payee, Memo, Amount).
Extension Metadata
About this extension
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
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
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Permissions and data
Required permissions:
- Access your data for my.wealthsimple.com
Data collection:
- The developer says this extension doesn't require data collection.
More information
- Add-on Links
- Version
- 1.0.0
- Size
- 15.36 KB
- Last updated
- 16 days ago (Mar 6, 2026)
- Related Categories
- License
- MIT License
- Privacy Policy
- Read the privacy policy for this add-on
- Version History
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