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.
None of my mine come as PDF attachments, it’s always “click here to see your statement” which goes through the login process to the company’s portal. I get it, they think they’re doing it for security. But email is no less secure than paper mail and they send paper statements in regular mail, so why not email?
That sucks. I don’t think it’s a security thing, they want you to log into their website because they can track your interactions.
I do hope that you find a solution that meets your needs.