Selfhosted
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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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.