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A place to share alternatives to popular online services that can be self-hosted without giving up privacy or locking you into a service you don't control.

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Recommendations for fetching paperless bills? (lemmy.world)

submitted 1 year ago by [email protected] to c/[email protected]

9 comments fedilink hide all child comments

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.

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[–] [email protected] 9 points 1 year ago (1 children)

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.

[–] [email protected] 7 points 1 year ago* (last edited 1 year ago) (1 children)

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.

[–] [email protected] 3 points 1 year ago (1 children)

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

[–] [email protected] 2 points 1 year ago

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.