I’ve used filthis.com for years to automatically grab PDFs for credit card bills, mortgage statements, bank statements, and utility bills. It’s taken a lot of the headache out of archiving financial records.
I just heard FileThis is shutting in the next couple of months. Does anyone have service they use for automatically downloading this kind of stuff? I’m open to paid, free, hosted, and self-hosted projects.
All solutions that integrate with banking sites I’ve ever encountered were nothing more but ugly hacks, IMHO. I’m curious about FileThis, as I’d never heard if it before, and would also love a similar system.
Maybe a self-hosted document management system that can parse key info from credit card statement PDFs, such as the balance and due date? I somehow doubt that automated retrieval of statements is something that any commercial company, or open source project, can implement reliably. To this end, I’m not sure what’s worse; the financial industry, or the medical records industry. Both are stuck in the past and highly conservative.
I use it as well. Its a game changer. I setup an email for it on my domain. Anything I forward to the email gets automatically processed, tagged and categorized.
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All solutions that integrate with banking sites I’ve ever encountered were nothing more but ugly hacks, IMHO. I’m curious about FileThis, as I’d never heard if it before, and would also love a similar system.
Maybe a self-hosted document management system that can parse key info from credit card statement PDFs, such as the balance and due date? I somehow doubt that automated retrieval of statements is something that any commercial company, or open source project, can implement reliably. To this end, I’m not sure what’s worse; the financial industry, or the medical records industry. Both are stuck in the past and highly conservative.
For organizing and searching the files, I’m using paperless-ngx. It’s worked pretty well for these and for scanned documents.
My issue is getting the PDFs without having to spend time every month manually downloading them.
Yup. That’s basically what FileThis provided. A maintained set of ugly hacks to pull the files for you automatically :D.
I seriously need to look into Paperless NGX. I’ve been hearing a lot about it.
I use it as well. Its a game changer. I setup an email for it on my domain. Anything I forward to the email gets automatically processed, tagged and categorized.