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On one hand, this looks like awesome work. On the other hand, personally for me I am not sure how it could ever work for me. Right now, I have 20+ money/investm
by smsm42 2y ago
On one hand, this looks like awesome work. On the other hand, personally for me I am not sure how it could ever work for me. Right now, I have 20+ money/investment accounts from ~10 different providers and I am tracking it through a provider that uses Yodelee (and maybe other methods too?). Importing all the statements (which every provider stores in different ways in different places) manually would be a pretty big chore. But keeping it up-to-date - without which the whole exercise is kinda useless - is completely infeasible. That even not getting into the question of every provider exporting data in a different format...
- anonu 2y agoI think the problem is you have 20+ accounts. Why don't you consolidate?