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.

davad
creator
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7
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1Y

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.

All solutions that integrate with banking sites I’ve ever encountered were nothing more but ugly hacks, IMHO.

Yup. That’s basically what FileThis provided. A maintained set of ugly hacks to pull the files for you automatically :D.

@krnl386@lemmy.ca
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31Y

I seriously need to look into Paperless NGX. I’ve been hearing a lot about it.

@ech0@lemmy.world
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21Y

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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