Recommendations for fetching paperless bills?
Recommendations for fetching paperless bills?
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.
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.
I sign up for paperless bills, which every major company offers. In fact, they've all pestered me into going that route.
When i get an ebill, I'll save/file the PDF to a specific folder for that company.
It's pretty straightforward and takes a few seconds maybe a dozen times a month. I'm not sure I'd even want to invest time into automation, since i like to look over my bills and pay them as I file them.
Yeah, but you have to log in to the company's portal and click through their menus to get the PDFs. I wish eBill/eStatements would mean sending them over email, that would be easy to set up an automated way to grab them and file them.
Sending me an email notice that eBill is available is NOT useful at all, it's only a little more convenient than paper bills