Yodlee Virtual Subaccounts for Greasemonkey

Script Summary: Adds virtual subaccounts to Yodlee Moneycenter.

Version: 1.3

I wrote on the Yodlee forums:

Say I have a savings account, into which all my savings goes. But I'm saving for a couple different items -- say, a new laptop, a vacation fund, and then general savings.
I would love it if Yodlee could let me create virtual "subaccounts" for my one actual savings account, and let me track how close I'm getting to my various arbitrary goals.

So I wrote this script to create these virtual subaccounts myself. The script looks for specially-formatted account captions, so it is not dependent on script data stored locally in your browser preferences.

Screenshots

Before

After

How to Use

By setting an account's caption/description with a specially formatted string, you can have virtual subaccounts. The string format is:

   My First Subaccount XX% $X,XXX.XX max;
    |                   |   |         |
    '-> name            |   |         `-> optional (see below)
                        |   |
                        |   `-> dollar goal
                        |
                        `-> percentage

You can have have multiple subaccounts. You need to have either a percentage or a specific dollar goal; you may have both, but that's optional. The percentage limits the value of the subaccount to a fraction of the real account's value. The dollar goal limits the value of the subaccount to a set dollar amount.

The max is optional. Without it, the subaccount's value will be the minimum of its percentage and goal. With it, the value will be the maximum.

The value of the real account is distributed among the virtual subaccounts in order, trying to completely satisfy the first subaccount before distributing any funds to the second subaccount, and so on. Keep this is mind when you define the order of your subaccounts, especially if you use the max setting.

Example Caption

Emergency Fund 50% $12,000; Laptop 25% $2000 max; Travel 20%; Other $100;

Todo List

add subaccounts more than just the Account Summary page:
- Dashboard
- Account Transactions

Changelog

v1.3: added subaccounts to the Dashboard page's Net Worth module
v1.2: added subaccounts to the Net Worth Statement page
v1.1: updated to work with Yodlee 8.0
v1.0: initial release (subaccounts only on the Accounts Summary page)

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