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Can you please elaborate on how you do this? I've been looking for ways to automate that.
by Odenwaelder 8y ago
Can you please elaborate on how you do this? I've been looking for ways to automate that.
- comesee 8y agoI write my all own tools, currently private. To get the data I use a combination of screen scraping and Quicken OFX gateways. Everything else is basic coding and accounting. I have a CPA that advises me on tax rule updates yearly and signs my return.