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 h

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.