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There are a few problems with exporting data... here's what comes to my mind at the moment: - It's an additional step and unnecessary when you're already downl

There are a few problems with exporting data... here's what comes to my mind at the moment: - It's an additional step and unnecessary when you're already downloading PDF statements, which you probably should be doing regardless - Data is often unavailable for export after a few months or a year or two (depending on the bank), far earlier than PDFs - If you have PDF scans (especially from earlier days) then you need to parse the OCR anyway - If you're using official APIs (instead of writing a scraper or or downloading by hand) then you may need to pay extra

mattbillenstein 6y ago
To each their own, csv for me has been the easiest thing moving forward every month or three. I did do a historical net worth calculation and the only data I had going back far enough was PDFs, so through a mix of bash scripts and pdftotext, I was able to get a number for each month back about 10 years. But I ended up just putting that monthly balance for each account in a google sheet so I could sum and plot it there. Now I just stick the month-end balance for each account in a sheet to keep this updated.