schwab v0.2.1

schwab

schwab is a command line utility that scrapes your Schwab banking transaction history using PhantomJS.

Install it with npm:

npm install -g schwab

Usage

Run schwab --help to see the usage:

schwab [options] [<outfile>]

Options:
  --username, -u  your schwab.com account username                                
  --acct, -a      scrape one or more named accounts (default: scrape all accounts)
  --start, -s     the state date (inclusive) for transactions in YYYY-MM-DD       
  --end, -e       the end date (inclusive) for transactions in YYYY-MM-DD         
  --out, -o       the output file (default: stdout)                               

If you don't provide the --username/-u flag it will prompt you for your schwab.com user ID. For security purposes, you will always be prompted for your password interactively and it will never be shown or stored anywhere.

You may provide more than one account name like so:

schwab -a 'Personal Checking' -a 'Family Checking'

Transaction data is printed to stdout unless you provide either the --out/-o flag or a single positional argument. The following are equivalent:

schwab -o transactions.json
schwab > transactions.json

Data Format

The data is formatted as newline delimited JSON, a streaming format that's easy to parse. If you want to convert it to another format, such as comma- or tab-separated values, try out tito, which reads NDJSON by default:

schwab | tito --write tsv > transactions.tsv

Or, just pipe it into dat for storage:

schwab | dat import --json

Transactions objects should all have the following columns:

• withdrawal: the amount withdrawn, as a dollar-formatted string e.g. $3,124.50
• deposit: the amount deposited, also as a dollar-formatted string
• description: the transaction description, often in debit card shorthand e.g. NY TIMES NATL SALE800-698-4637, NY #0000
• balance: the running balance as of each transaction as a dollar-formatted string
• check: the check number, if this transaction involves a written check
• type: the transaction type, one of:
  • ACH
  • ADJUSTMENT
  • ATM
  • ATMREBATE
  • CHECK
  • DEPOSIT
  • INTADJUST
  • TRANSFER
  • VISA