Greasy Fork

Pre-Authorized Debits are not included in csv download

Thanks for review, could you try opening debug console and looking through logs? It should log any transactions that have unrecognized type, if you could share it I'd be glad to add it.

Thanks for review, could you try opening debug console and looking through logs? It should log any transactions that have unrecognized type, if you could share it I'd be glad to add it.

Hello...Sorry, I am not techy...how can I do this? I think this has great potential but when I export I am only getting e-transfers and direct deposit transactions. I am primarily using this for my cash account so also need to be able to export cashback, interest earned, transfers, purchases, and pre-authorized debits. Thank you!

Thanks for review, could you try opening debug console and looking through logs? It should log any transactions that have unrecognized type, if you could share it I'd be glad to add it.

Hello...Sorry, I am not techy...how can I do this? I think this has great potential but when I export I am only getting e-transfers and direct deposit transactions. I am primarily using this for my cash account so also need to be able to export cashback, interest earned, transfers, purchases, and pre-authorized debits. Thank you!

Hey, of course, no problem. Because I'm using my cash account primarily as a savings account and never purchased anything directly from it - I had no chance to get those transactions into my history, so I couldn't implement proper handling for them. To make it work for you, I'll need you to provide some data, but hopefully nothing personally identifying or anything like that.

To get access to logs you'll need to log in into your account, get to a page where download button shows up, and then press F12. This should open a panel with bunch of code in it. Navigate to "Console" tab at the top of that popup. There you will see logs and a huge red message saying Stop! This is a browser feature intended for developers. If someone told you to copy-paste something here to enable a feature or hack someone's account, it is a scam and will give them access to your account.

This is a valid warning, and you definitely should not copy paste anything into this window. I would also recommend being extra cautious copying anything from that window, at least if you don't understand what for. With that warning out of the way - press any of download buttons that my script adds, that should produce more logs into console window. It should look something like in attached picture.

All that I need from you is this:

1. What text is within [] in a warning message. So for example warning message in attached picture has [WITHDRAWAL/E_TRANSFER]. There will certainly be duplicates, I only need unique ones.
2. For every unique transaction type, I need to know how to specify payee and notes. Using picture again as example - you can see there is text saying eTransferEmail: "part that I colored out for privacy". In that case just knowing about eTransferEmail is enough.

Unfortunatelly I can't really do this on my own, so if anyone will be willing to do this - this would really help.

I have attached the transactions that are missing. Looks like the interest has already been added to the code! I'll have to add the cashback amounts once the monthly statements are available as those don't show in the activity feed...they are only available via CSV export once the monthly statements are issued. Thank you and please let me know if you need any other info!

Thank you, I've updated the plugin to include those transactions. I'm pretty sure WITHDRAWAL/AFT will export fine, as for other transactions - those logs unfortunately did not have any fields that would identify payee, so I left them blank for now. I guess that's better than not logging them at all, but I've also managed to find how to query for more data. So if you could repeat the same process - that would be great.

Awesome! Definitely getting there....all the transactions exported other than bill payments, and the others are just missing payee, notes or category.

I've attached the transactions that still have issues. Please let me know if you need anything else.

Ok, there are bits of useful information now. For both INTERNAL_TRANSFER transactions I assume opposingAccountId is an accountId of WealthSimple account to/from which transaction occurred, I'll try adding queries for that, shouldn't be too hard.

For SPEND/PREPAID, I assume text that is besides spendMerchant is what identifies transaction. Because I can't see it, just let me know if this kind of description would make sense: "Prepaid to spendMerchant_text_here"

As for WITHDRAWAL/BILL, what about this description: "Bill payment to billPayCompanyName_text_here", and for payee just text from billPayPayeeNickname?

Regarding category - unfortunately most of them don't really export anything useful, but I could just use transaction type as category for some of them. For example it makes sense to categorize WITHDRAWAL/BILL as a bill, but I don't really know how to categorize SPEND/PREPAID

Anyway, I've pushed an update with those changes, if it doesn't look right to you - feel free to suggest better formatting.

It's looking pretty good! Only strange thing is I'm seeing a bunch of strange symbols such as: â˜”ï¸ Rainy Day, Internal transfer from 🡠Bills, etc. It just seems to be affecting the internal transfers between cash accounts. I can easily ignore them. Thanks so much for your help!

Never mind! It's the emoji I have for each account:)....I'll remove them!

Huh, I didn't expect JavaScript to screw up Unicode, I'm not really sure where this could be going wrong. Thankfully, I can just add an emoji to my account and debug it, will let you know if I manage to fix it.

Ok, I guess you're using Excel, and it seems like it still defaults to non unicode encoding by default. According to some info online, I just needed to add special invisible character called BOM to give Excel a clue about how to read CSVs that I generate. I've already updated this script with that fix, could you give it a try?

I just ran the script and everything looks great! Thanks so much for your work on this!