cbangera2 · Oct 23, 2026 · Oct 23, 2026 · Oct 23, 2026 · Oct 23, 2026 · coderabbitai
diff --git a/.gitignore b/.gitignore
@@ -0,0 +1 @@
+.DS_Store
diff --git a/AGENTS.md b/AGENTS.md
@@ -3,6 +3,7 @@
 - Follow [CONTRIBUTING.md](CONTRIBUTING.md), including its testing and sensitive-data rules.
 - Never commit HAR files, credentials, or real Credit Karma financial data.
 - Run the documented checks before submitting changes.
+- Use a Conventional Commits prefix (`feat:`, `fix:`, `docs:`, `ci:`, `chore:`) in commit messages and pull request titles, and give pull requests **Summary** and **Validation** sections as described in CONTRIBUTING.md.
 
 ## AI transparency
 

diff --git a/CONTRIBUTING.md b/CONTRIBUTING.md
@@ -43,6 +43,11 @@ If you accidentally publish a HAR containing sensitive information, remove it im
 
 ## Pull request guidelines
 
+- Title pull requests and commits with a [Conventional Commits](https://www.conventionalcommits.org/) prefix, such as `feat:`, `fix:`, `docs:`, `ci:`, or `chore:` (for example, `feat: add custom export file names`).
+- Structure the description with these sections:
+  - **Summary**: what changed and why, plus the issue it relates to (use `Closes #N` only when it fully resolves the issue).
+  - **Validation**: the checks you ran, and anything you did not test, such as a live export on Credit Karma.
+  - **Screenshots**: for popup or other UI changes. `gh pr create --attach` uploads them.
 - Keep changes focused and avoid unrelated formatting edits.
 - Add or update tests when changing parsers or export formats.
 - Do not include real Credit Karma data in tests; use small synthetic fixtures.

diff --git a/README.md b/README.md
@@ -20,6 +20,8 @@ The **Credit Karma Data Extractor** exports transaction history, net worth histo
 - **Instant Stop**: Cancel huge extractions immediately without losing data—what you've fetched is saved.
 - **Smart Export**: Automatically generates `All Data`, `Income Only`, and `Expenses Only` files.
 - **One-File BudgetLens Export**: The default BudgetLens Bundle combines transactions, both wealth histories, the current five-category breakdown, and available account sources in one versioned JSON file.
+- **Remembered Settings**: The popup remembers your date range, export choices, columns, and Fast API setting between sessions.
+- **Custom File Names**: Optional Advanced setting to name each export file yourself (for example `transactions.csv` or `net_worth.csv`). Names are remembered, and blank fields keep the default dated names.
 - **Wealth History**: Export the full Net Worth and Investment graph series as separate, date-filtered CSV files.
 - **Current Net Worth Breakdown**: Export current Cash, Investments, Property, Credit cards, and Loans totals to `net_worth_breakdown_<date>.csv`, plus available cash, investment, and property source balances to `wealth_accounts_<date>.csv`. These snapshots are not filtered by the selected historical date range.
 

diff --git a/content.js b/content.js
@@ -1358,6 +1358,42 @@ function buildBudgetLensBundle({
     };
 }
 
+const DEFAULT_EXPORT_BASE_NAMES = {
+    allTransactions: 'all_transactions',
+    income: 'income',
+    expenses: 'expenses',
+    netWorth: 'net_worth',
+    investments: 'investments',
+    netWorthBreakdown: 'net_worth_breakdown',
+    wealthAccounts: 'wealth_accounts',
+    budgetLensBundle: 'budgetlens'
+};
+
+/**
+ * Clean a user-supplied file name: drop path separators and characters that
+ * are invalid in file names, and any trailing .csv/.json the user typed.
+ */
+function sanitizeCustomFileName(name) {
+    return String(name ?? '')
+        .replace(/[\\/:*?"<>|\u0000-\u001f]/g, '')
+        .trim()
+        .replace(/\.(csv|json)$/i, '')
+        .replace(/^\.+/, '')
+        .slice(0, 100)
+        .trim();
+}
+
+/**
+ * Build an export file name. A custom name for the export key is used as-is;
+ * otherwise the default name gets a date suffix.
+ */
+function buildExportFileName(key, extension, dateSuffix, customNames = {}) {
+    const custom = sanitizeCustomFileName(customNames?.[key]);
+    return custom
+        ? `${custom}.${extension}`
+        : `${DEFAULT_EXPORT_BASE_NAMES[key]}_${dateSuffix}.${extension}`;
+}
+
 function saveCSVToFile(csvData, fileName) {
     const blob = new Blob([csvData], { type: 'text/csv' });
     const link = document.createElement('a');
@@ -1754,7 +1790,10 @@ chrome.runtime.onMessage.addListener((request, sender, sendResponse) => {
     }
     if (request.action === 'captureTransactions') {
         try {
-            const { startDate, endDate, csvTypes, fetchAccountNames = false, useApi = true, columns } = request;
+            const { startDate, endDate, csvTypes, fetchAccountNames = false, useApi = true, columns, fileNames = {} } = request;
+            const rangeSuffix = `${startDate}_to_${endDate}`;
+            const fileName = (key, extension, dateSuffix = rangeSuffix) =>
+                buildExportFileName(key, extension, dateSuffix, fileNames);
             const needsTransactions =
                 csvTypes.budgetLensBundle ||
                 csvTypes.allTransactions ||
@@ -1798,35 +1837,35 @@ chrome.runtime.onMessage.addListener((request, sender, sendResponse) => {
                 } else {
                     if (csvTypes.allTransactions) {
                         const allCsvData = convertToCSV(filteredTransactions, columns);
-                        saveCSVToFile(allCsvData, `all_transactions_${startDate}_to_${endDate}.csv`);
+                        saveCSVToFile(allCsvData, fileName('allTransactions', 'csv'));
                     }
 
                     if (csvTypes.income) {
                         const creditTransactions = filteredTransactions.filter(transaction => transaction.transactionType === 'credit');
                         const creditCsvData = convertToCSV(creditTransactions, columns);
-                        saveCSVToFile(creditCsvData, `income_${startDate}_to_${endDate}.csv`);
+                        saveCSVToFile(creditCsvData, fileName('income', 'csv'));
                     }
 
                     if (csvTypes.expenses) {
                         const debitTransactions = filteredTransactions.filter(transaction => transaction.transactionType === 'debit');
                         const debitCsvData = convertToCSV(debitTransactions, columns);
-                        saveCSVToFile(debitCsvData, `expenses_${startDate}_to_${endDate}.csv`);
+                        saveCSVToFile(debitCsvData, fileName('expenses', 'csv'));
                     }
                 }
 
                 const graphExports = [];
                 if (csvTypes.netWorth || csvTypes.budgetLensBundle) {
                     graphExports.push({
                         type: 'netWorth',
-                        fileName: `net_worth_${startDate}_to_${endDate}.csv`,
+                        fileName: fileName('netWorth', 'csv'),
                         valueColumn: 'Net Worth',
                         saveCSV: csvTypes.netWorth
                     });
                 }
                 if (csvTypes.investments || csvTypes.budgetLensBundle) {
                     graphExports.push({
                         type: 'investments',
-                        fileName: `investments_${startDate}_to_${endDate}.csv`,
+                        fileName: fileName('investments', 'csv'),
                         valueColumn: 'Investment Value',
                         saveCSV: csvTypes.investments
                     });
@@ -1867,7 +1906,7 @@ chrome.runtime.onMessage.addListener((request, sender, sendResponse) => {
                     } else if (saveSnapshotCSVs) {
                         saveCSVToFile(
                             convertNetWorthBreakdownToCSV(breakdownRows),
-                            `net_worth_breakdown_${asOf.toISOString().slice(0, 10)}.csv`
+                            fileName('netWorthBreakdown', 'csv', asOf.toISOString().slice(0, 10))
                         );
                     }
 
@@ -1876,7 +1915,7 @@ chrome.runtime.onMessage.addListener((request, sender, sendResponse) => {
                     } else if (saveSnapshotCSVs) {
                         saveCSVToFile(
                             convertWealthAccountsToCSV(accountRows),
-                            `wealth_accounts_${asOf.toISOString().slice(0, 10)}.csv`
+                            fileName('wealthAccounts', 'csv', asOf.toISOString().slice(0, 10))
                         );
                     }
                 }
@@ -1897,7 +1936,7 @@ chrome.runtime.onMessage.addListener((request, sender, sendResponse) => {
                     });
                     saveJSONToFile(
                         bundle,
-                        `budgetlens_${startDate}_to_${endDate}.json`
+                        fileName('budgetLensBundle', 'json')
                     );
                 }
 

diff --git a/popup.css b/popup.css
@@ -343,6 +343,35 @@ input:checked+.slider:before {
   box-shadow: none;
 }
 
+.file-names {
+  margin-top: 12px;
+  font-size: 11px;
+}
+
+.file-name-row {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  gap: 8px;
+  margin-top: 6px;
+}
+
+.file-name-row span {
+  flex: 0 0 120px;
+  color: var(--text-secondary);
+}
+
+.file-name-row input {
+  flex: 1;
+  min-width: 0;
+  padding: 4px 6px;
+  border: 1px solid var(--border);
+  border-radius: 6px;
+  background: var(--bg);
+  color: var(--text);
+  font: inherit;
+}
+
 .secondary-btn {
   width: 100%;
   margin-top: 10px;

diff --git a/popup.html b/popup.html
@@ -119,6 +119,42 @@ <h3 class="section-title">Transaction Columns</h3>
                     <span class="slider"></span>
                 </span>
             </label>
+            <div class="file-names">
+                <strong>Custom file names</strong>
+                <small>Optional. Leave blank for the default dated name; the extension is added for you.</small>
+                <label class="file-name-row" for="name-allTransactions">
+                    <span>All Transactions</span>
+                    <input type="text" id="name-allTransactions" placeholder="all_transactions_&lt;dates&gt;" maxlength="100" autocomplete="off">
+                </label>
+                <label class="file-name-row" for="name-income">
+                    <span>Income</span>
+                    <input type="text" id="name-income" placeholder="income_&lt;dates&gt;" maxlength="100" autocomplete="off">
+                </label>
+                <label class="file-name-row" for="name-expenses">
+                    <span>Expenses</span>
+                    <input type="text" id="name-expenses" placeholder="expenses_&lt;dates&gt;" maxlength="100" autocomplete="off">
+                </label>
+                <label class="file-name-row" for="name-netWorth">
+                    <span>Net Worth History</span>
+                    <input type="text" id="name-netWorth" placeholder="net_worth_&lt;dates&gt;" maxlength="100" autocomplete="off">
+                </label>
+                <label class="file-name-row" for="name-investments">
+                    <span>Investment History</span>
+                    <input type="text" id="name-investments" placeholder="investments_&lt;dates&gt;" maxlength="100" autocomplete="off">
+                </label>
+                <label class="file-name-row" for="name-netWorthBreakdown">
+                    <span>Net Worth Categories</span>
+                    <input type="text" id="name-netWorthBreakdown" placeholder="net_worth_breakdown_&lt;dates&gt;" maxlength="100" autocomplete="off">
+                </label>
+                <label class="file-name-row" for="name-wealthAccounts">
+                    <span>Account Sources</span>
+                    <input type="text" id="name-wealthAccounts" placeholder="wealth_accounts_&lt;dates&gt;" maxlength="100" autocomplete="off">
+                </label>
+                <label class="file-name-row" for="name-budgetLensBundle">
+                    <span>BudgetLens Bundle</span>
+                    <input type="text" id="name-budgetLensBundle" placeholder="budgetlens_&lt;dates&gt;" maxlength="100" autocomplete="off">
+                </label>
+            </div>
             <button id="debug-raw-btn" class="secondary-btn"
                 title="Downloads raw GraphQL responses for troubleshooting.">
                 Export Raw Debug Data

diff --git a/popup.js b/popup.js
@@ -12,6 +12,96 @@ themeToggle.addEventListener('click', () => {
     localStorage.setItem('theme', newTheme);
 });
 
+// Custom file names (blank = default dated name), remembered between sessions
+const FILE_NAME_KEYS = [
+    'allTransactions',
+    'income',
+    'expenses',
+    'netWorth',
+    'investments',
+    'netWorthBreakdown',
+    'wealthAccounts',
+    'budgetLensBundle'
+];
+
+function readSavedFileNames() {
+    try {
+        return JSON.parse(localStorage.getItem('fileNames')) || {};
+    } catch (error) {
+        return {};
+    }
+}
+
+function collectFileNames() {
+    const fileNames = {};
+    for (const key of FILE_NAME_KEYS) {
+        const value = document.getElementById(`name-${key}`).value.trim();
+        if (value) fileNames[key] = value;
+    }
+    return fileNames;
+}
+
+const savedFileNames = readSavedFileNames();
+for (const key of FILE_NAME_KEYS) {
+    const input = document.getElementById(`name-${key}`);
+    input.value = savedFileNames[key] || '';
-    input.value = savedFileNames[key] || '';
+    input.value = typeof savedFileNames[key] === 'string' ? savedFileNames[key] : '';
-    input.value = savedFileNames[key] || '';
+    input.value = typeof savedFileNames[key] === 'string' ? savedFileNames[key] : '';
+    input.addEventListener('input', () => {
+        localStorage.setItem('fileNames', JSON.stringify(collectFileNames()));
+    });
+}
+
+// Remember the date range, export choices, columns, and Fast API setting between sessions
+const PERSISTED_CHECKBOX_IDS = [
+    'budgetLensBundleCheckbox',
+    'allTransactionsCheckbox',
+    'incomeCheckbox',
+    'expensesCheckbox',
+    'netWorthCheckbox',
+    'investmentsCheckbox',
+    'wealthAccountsCheckbox',
+    'useApiCheckbox',
+    'col-date',
+    'col-desc',
+    'col-amount',
+    'col-category',
+    'col-type',
+    'col-account',
+    'col-notes',
+    'col-labels'
+];
+const PERSISTED_VALUE_IDS = ['start-date', 'end-date'];
+
+function readSavedSettings() {
+    try {
+        return JSON.parse(localStorage.getItem('settings')) || {};
+    } catch (error) {
+        return {};
+    }
+}
+
+function saveSettings() {
+    const settings = {};
+    for (const id of PERSISTED_CHECKBOX_IDS) {
+        settings[id] = document.getElementById(id).checked;
+    }
+    for (const id of PERSISTED_VALUE_IDS) {
+        settings[id] = document.getElementById(id).value;
+    }
+    localStorage.setItem('settings', JSON.stringify(settings));
+}
+
+const savedSettings = readSavedSettings();
+for (const id of PERSISTED_CHECKBOX_IDS) {
+    const input = document.getElementById(id);
+    if (typeof savedSettings[id] === 'boolean') input.checked = savedSettings[id];
+    input.addEventListener('change', saveSettings);
+}
+for (const id of PERSISTED_VALUE_IDS) {
+    const input = document.getElementById(id);
+    if (typeof savedSettings[id] === 'string') input.value = savedSettings[id];
+    input.addEventListener('change', saveSettings);
+}
+
 // Quick Date Logic
 document.querySelectorAll('.pill-btn').forEach(btn => {
     btn.addEventListener('click', () => {
@@ -40,6 +130,7 @@ document.querySelectorAll('.pill-btn').forEach(btn => {
             };
             document.getElementById('start-date').value = formatDate(start);
             document.getElementById('end-date').value = formatDate(end);
+            saveSettings();
         }
     });
 });
@@ -173,7 +264,8 @@ document.getElementById('export-btn').addEventListener('click', () => {
             useApi,
             fetchAccountNames: false, // Legacy override
             csvTypes,
-            columns
+            columns,
+            fileNames: collectFileNames()
         }, (response, error) => {
             // Handle error (e.g. content script not loaded)
             if (error) {

diff --git a/tests/content.test.js b/tests/content.test.js
@@ -24,7 +24,8 @@ vm.runInContext(`${contentScript}\n;globalThis.testExports = {
     convertNetWorthBreakdownToCSV,
     convertWealthAccountsToCSV,
     shouldExportCurrentWealth,
-    buildBudgetLensBundle
+    buildBudgetLensBundle,
+    buildExportFileName
 };`, context);
 
 const {
@@ -38,7 +39,8 @@ const {
     convertNetWorthBreakdownToCSV,
     convertWealthAccountsToCSV,
     shouldExportCurrentWealth,
-    buildBudgetLensBundle
+    buildBudgetLensBundle,
+    buildExportFileName
 } = context.testExports;
 
 function point(date, value) {
@@ -397,3 +399,25 @@ test('account CSV uses stable columns and escapes text without changing numeric
         '"2026-07-22T15:30:00.000Z","investments","Brokerage ""A""","-25.5","Manual"\n'
     );
 });
+
+test('export file names default to a dated name', () => {
+    assert.equal(
+        buildExportFileName('allTransactions', 'csv', '2026-01-01_to_2026-07-30'),
+        'all_transactions_2026-01-01_to_2026-07-30.csv'
+    );
+    assert.equal(
+        buildExportFileName('netWorthBreakdown', 'csv', '2026-07-30', { income: 'x' }),
+        'net_worth_breakdown_2026-07-30.csv'
+    );
+});
+
+test('custom export file names replace the default and get the right extension', () => {
+    assert.equal(buildExportFileName('income', 'csv', 'ignored', { income: 'salary' }), 'salary.csv');
+    assert.equal(buildExportFileName('budgetLensBundle', 'json', 'ignored', { budgetLensBundle: 'bl.json' }), 'bl.json');
+});
+
+test('custom file names are sanitized', () => {
+    assert.equal(buildExportFileName('income', 'csv', 'd', { income: '../a/b:c*.CSV' }), 'abc.csv');
+    assert.equal(buildExportFileName('income', 'csv', 'd', { income: '  ' }), 'income_d.csv');
+    assert.equal(buildExportFileName('income', 'csv', 'd', { income: '...' }), 'income_d.csv');
+});