Export transactions from Wealthsimple to a CSV file for Actual Budget import

wealthsimple-transaction-for-actual.user.js

// ==UserScript==
// @name         Wealthsimple Activity Export (Visible Chequing)
// @namespace    https://leoliang.cn.eu.org
// @version      2025.12.28.4
// @description  Directly export currently visible Chequing transactions to CSV
// @author       Gemini / Shota Senga
// @match        https://my.wealthsimple.com/app/activity*
// @icon         https://www.google.com/s2/favicons?sz=64&domain=wealthsimple.com
// @grant        none
// ==/UserScript==

(function () {
    "use strict";

    const SELECTORS = {
        activityHeader: "//h1[contains(., 'Activity')]",
        dateGroups: "h2", 
    };

    init();

    function init() {
        const observer = new MutationObserver(() => {
            const header = document.evaluate(SELECTORS.activityHeader, document, null, XPathResult.FIRST_ORDERED_NODE_TYPE, null).singleNodeValue;
            if (header && !document.getElementById('ws-export-container')) {
                addExportButton(header);
            }
        });
        observer.observe(document.body, { childList: true, subtree: true });
    }

    function addExportButton(header) {
        const container = document.createElement("div");
        container.id = 'ws-export-container';
        container.style.display = "inline-block";

        const btn = document.createElement("button");
        btn.innerText = "Export Visible Chequing";
        btn.onclick = runImmediateExport;
        btn.style.cssText = `
            margin-left: 15px; padding: 6px 14px; background-color: #000;
            color: #fff; border: none; border-radius: 6px; font-weight: 600; cursor: pointer; font-size: 14px;
        `;
        container.appendChild(btn);
        header.parentElement.appendChild(container);
    }

    function runImmediateExport() {
        const status = createStatusBox();
        updateStatus(status, 'Parsing visible transactions...');

        try {
            const transactions = extractVisibleTransactions();

            if (transactions.length === 0) {
                updateStatus(status, '⚠️ No Chequing items found on page');
                setTimeout(() => status.remove(), 3000);
                return;
            }

            const csv = generateCsv(transactions);
            downloadCsv(csv);
            updateStatus(status, `✅ Exported ${transactions.length} items`);
            setTimeout(() => status.remove(), 2000);
        } catch (err) {
            console.error(err);
            updateStatus(status, '❌ Error - Check Console');
            setTimeout(() => status.remove(), 5000);
        }
    }

    function extractVisibleTransactions() {
        const results = [];
        const h2s = Array.from(document.querySelectorAll(SELECTORS.dateGroups));

        h2s.forEach(h2 => {
            const dateStr = h2.innerText;
            const dateObj = parseWsDate(dateStr);
            const isoDate = dateObj.toISOString().split('T')[0];
            
            // Traverse siblings until next h2 to find buttons
            let nextEl = h2.nextElementSibling;
            while (nextEl && nextEl.tagName !== 'H2') {
                const buttons = nextEl.querySelectorAll('button[type="button"]');
                buttons.forEach(btn => {
                    const pElements = Array.from(btn.querySelectorAll('p'));
                    const isChequing = pElements.some(p => p.innerText === "Chequing");
                    
                    if (isChequing) {
                        // Payee is usually the first p with unmasked privacy rule
                        const payee = pElements[0]?.innerText || "Unknown Payee";
                        const amountRaw = pElements.find(p => p.innerText.includes('$'))?.innerText || "0";
                        
                        results.push({
                            date: isoDate,
                            payee: payee,
                            amount: cleanAmount(amountRaw)
                        });
                    }
                });
                nextEl = nextEl.nextElementSibling;
            }
        });
        return results;
    }

    function parseWsDate(str) {
        const now = new Date();
        const lower = str.toLowerCase();
        if (lower.includes('today')) return new Date(now.setHours(0,0,0,0));
        if (lower.includes('yesterday')) {
            const y = new Date();
            y.setDate(y.getDate() - 1);
            return new Date(y.setHours(0,0,0,0));
        }
        
        const d = new Date(str);
        if (isNaN(d.getTime())) return now; 
        return d;
    }

    function cleanAmount(val) {
        return val.replace(/[−\u2212]/g, '-')
                  .replace(/[CAD\s$,]/g, '')
                  .trim();
    }

    function generateCsv(data) {
        const headers = ["Date", "Payee", "Amount"];
        const rows = [headers.join(",")];
        data.forEach(t => {
            const row = [
                `"${t.date}"`,
                `"${t.payee.replace(/"/g, '""')}"`,
                `"${t.amount}"`
            ];
            rows.push(row.join(","));
        });
        return rows.join("\n");
    }

    function downloadCsv(content) {
        const blob = new Blob([content], { type: 'text/csv;charset=utf-8;' });
        const url = URL.createObjectURL(blob);
        const link = document.createElement("a");
        const timestamp = new Date().toISOString().slice(0,10);
        link.href = url;
        link.download = `ws-export-${timestamp}.csv`;
        link.click();
        setTimeout(() => URL.revokeObjectURL(url), 100);
    }

    function createStatusBox() {
        const s = document.createElement('div');
        s.style.cssText = `
            position: fixed; bottom: 20px; right: 20px; z-index: 10002; 
            background: #333; color: #fff; padding: 12px 20px; 
            border-radius: 8px; font-family: monospace; font-size: 12px;
            box-shadow: 0 4px 10px rgba(0,0,0,0.3);
        `;
        document.body.appendChild(s);
        return s;
    }

    function updateStatus(el, text) { if (el) el.innerText = text; }

})();