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Yes, in my experience CSV/XML/etc export is spotty. Some institutions don't have it at all, and even when they do the time range can be limited or hard to time-
by haberman 6y ago
Yes, in my experience CSV/XML/etc export is spotty. Some institutions don't have it at all, and even when they do the time range can be limited or hard to time-window reliably.
For example, I can't get CSV about my pay stub and all the places money flows (taxes, insurance, etc). So I use PDF as the best way to get all the data.
Parsing PDF is a huge PITA, since PDF is really designed only for layout and not to encode semantic document structure. But if you want the greatest amount of visibility, nothing is as authoritative as the actual statements.
- mattbillenstein 6y agoYeah, I guess I don't really look at paystubs often and my banks support good csv export for like 2+ years, so I'll always have it when I need when I refresh those sheets. I do year-to-date in those sheets to make them not huge. Regarding taxes, I do a tax year calculation using my W2's and returns to compute an effective tax rate and figure out ways I can improve my situation re taxes -- but my budgeting basically only starts once the net money hits a bank account which has worked pretty well.