Banks and credit unions
Ally Banksupported
Account statements, tax forms
Statement PDFs feed the Transactions spreadsheet.
Bank of Americasupported
Checking, savings and credit card statements
Statement PDFs feed the Transactions spreadsheet.
Checking and credit card statements confirmed on a real account by @appchamp (#121). Savings statements are untested. Statements & Documents' own list and PDF links, read from inside the page, with its Statements heading opened, and when the links have no address, one pressed to learn the page's own call for a PDF
Capital Onesupported
Bank and card statements, tax forms, letters
Statement PDFs feed the Transactions spreadsheet.
Chase Business (business document center)supported
Business checking and business card statements, up to the seven years Chase keeps online, from the document center's account menu and year picker, then a checking row's two-step Save as PDF or a card row's own Saves document link, each control pressed through the guard
Statement PDFs feed the Transactions spreadsheet.
Live-run on one profile: 10 Business Checking statements saved, every PDF opened, and the business card's first statement saved once the card had cycled. That profile's debit account showed no statements in the center, so it is untested
First Horizon Banksupported
Checking statements, the two years the bank keeps online
Statement PDFs feed the Transactions spreadsheet.
Each account's panel is expanded and each statement's own Download PDF is pressed once. Built and run on a contributor's own account, 24 statements
Golden 1 Credit Unionsupported
Statements, tax forms
Statement PDFs feed the Transactions spreadsheet.
Confirmed by @watling777, whose run saved every statement on both of his accounts, a credit card's named as one (#35)
Navy Federal CUsupported
Account statements
Statement PDFs feed the Transactions spreadsheet.
Simmons Bank (Banno online banking, a loan)supported
Loan statements, notices and tax forms from the Documents page
Statement PDFs feed the Transactions spreadsheet.
Only a document row's own button is pressed, and the download taken only when it is that document's own. One account per sign-in, a second account stops the list. A paid-off loan's documents stay online only until the date the bank names. Built and run on a contributor's own paid-off mortgage, 27 documents
USAAsupported
Statements
Statement PDFs feed the Transactions spreadsheet.
Wells Fargosupported
Account statements, tax documents
Statement PDFs feed the Transactions spreadsheet.
Credit card statements confirmed on a real account by @appchamp (#27). Checking, savings, mortgage and tax documents are untested
Credit cards
American Expresssupported
Statements, year-end summary
Statement PDFs feed the Transactions spreadsheet.
Apple Card and Apple Savingssupported
Apple Card statements, Savings statements, tax forms
Statement PDFs feed the Transactions spreadsheet.
Confirmed by @watling777, whose Pilot and full run saved every statement and the 1099-INT forms (#52)
Bilt Card (Bilt Card 2.0, serviced by Cardless)supported
Monthly card statements from the Bilt wallet
Statement PDFs feed the Transactions spreadsheet.
Run live on one account on 2026-10-15, where Discover, Pilot and Run All saved all eight statements. Only the card's "View balance summary", "View statements" and a statement's own button are pressed, and the PDF is taken from the tab that button opens. Statements of the Wells Fargo issued Bilt card are not here
Chase (credit cards)supported
Card statements
Statement PDFs feed the Transactions spreadsheet.
Citi (credit cards)supported
Monthly card statements, the roughly two years the site lists online
Statement PDFs feed the Transactions spreadsheet.
Discover (credit cards)supported
Card statements
Statement PDFs feed the Transactions spreadsheet.
A card that has moved to Capital One is read there by the Capital One app (#13)
MILITARY STAR card (MyECP, Exchange Credit Program)supported
Monthly card statements, the three and a half years MyECP keeps online
Statement PDFs feed the Transactions spreadsheet.
Built on the maintainer's own account, 25 statements
Target RedCard / Circle Card (TD Bank)supported
Billing statements
Statement PDFs feed the Transactions spreadsheet.
U.S. Banksupported
Credit-card statements
Statement PDFs feed the Transactions spreadsheet.
Investing and retirement
Alpaca (Live brokerage account)supported
Brokerage and crypto statements and trade confirmations for the Live account, each row's own Download pressed once and the presigned file taken through the browser
Statement PDFs feed the Transactions spreadsheet.
The JSON twins of trade confirmations and the account application are skipped, and a Paper account is never read. Built and run on a contributor's own Live account, 22 documents
Charles Schwabsupported
Statements, tax forms, letters, trade confirmations
Statement PDFs feed the Transactions spreadsheet.
Coinbasesupported
Monthly account statements back to the account's first month, Coinbase One Card statements (run live on 2026-10-15, all 13 saved), and tax documents, the 1099-DA and other tax forms and the pregenerated gain and loss PDF reports
Statement PDFs feed the Transactions spreadsheet.
A statement row's own PDF button is pressed and the download taken only from Coinbase's statements bucket, and tax PDFs come from the list calls the Taxes page makes, nothing pressed. A full run on a retail account saved 66 statements and 2 tax documents
E*TRADEsupported
Statements, trade confirmations, tax forms
Statement PDFs feed the Transactions spreadsheet.
Confirmed by @watling777, whose Pilot and full run saved every statement (#36). No tax form seen yet, his account has none
Fidelity Investmentssupported
Statements, trade confirmations, tax forms
Statement PDFs feed the Transactions spreadsheet.
Fidelity NetBenefitssupported
Quarterly or monthly 401(k) statements for every plan on the sign-in, made to order and rendered
Statement PDFs feed the Transactions spreadsheet.
Interactive Brokerssupported
Monthly Activity Statements for the account the Statements page shows
Statement PDFs feed the Transactions spreadsheet.
A full run saved 60 of 61 months, September 2021 to September 2026, every one a valid PDF, the last saved on a supervised retry. Tax forms, trade confirmations and flex queries are not read
Robinhoodsupported
Account statements for the individual, retirement and crypto accounts, tax docs
Statement PDFs feed the Transactions spreadsheet.
A statement Robinhood serves only as HTML (seen for three recent months) is left for manual review
Thrift Savings Plan (tsp.gov)supported
Participant statements, 1099-R
Statement PDFs feed the Transactions spreadsheet.
TreasuryDirect (U.S. Treasury, savings bonds and Treasuries)supported
No PDFs exist, so its pages are saved as PDFs, dated snapshots of Current Holdings, Security History and Payment History
Statement PDFs feed the Transactions spreadsheet.
Moves only by pressing the site's own links in the signed-in tab, since opening an address ends the session, and never opens an address or submits a form. A taxable year's 1099 is listed once for manual review and its link never pressed, until a taxable year is surveyed. One account at a time, each document kept under the account it was listed on. Run on a contributor's own account, Discover 3, Pilot 1, Run All 2, every PDF opened
Vanguardsupported
Account statements, monthly and quarterly, for every account the statements page lists, an employer 401(k) among them
Statement PDFs feed the Transactions spreadsheet.
A full run on five accounts saved 135 statements back to 2020, every one a valid PDF
Wealthfrontsupported
Statements, tax docs
Statement PDFs feed the Transactions spreadsheet.
Mortgages and loans
Affirmsupported
Loan agreements, one per loan
Statement PDFs feed the Transactions spreadsheet.
Affirm Money and Card statements not covered
M&T Banksupported
Mortgage statements, escrow, 1098
Statement PDFs feed the Transactions spreadsheet.
Nelnetsupported
Student loan billing statements and the 1098-E, from a federal student loan servicer
Statement PDFs feed the Transactions spreadsheet.
A full run saved all 47 documents, 41 statements back to 2019, the 1098-E and 5 notices, every one a valid PDF
Newrezsupported
Mortgage statements, escrow analysis, 1098
Statement PDFs feed the Transactions spreadsheet.
Confirmed by @watling777, whose run saved every document, three years of statements through the statements page's year picker and the 1098s (#38)
SBA (MySBA Loan Portal)needs a tester
Loan statements, 1098
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #28.
Pay and benefits
ADP Workforce Nowsupported
Pay statements and W-2s, everything the statement services list
Statement PDFs feed the Transactions spreadsheet.
DFAS myPaysupported
eRAS, CRSC, 1099-R, 1095
Statement PDFs feed the Transactions spreadsheet.
Paylocitysupported
Pay statements
Statement PDFs feed the Transactions spreadsheet.
UKG Pro / UltiProsupported
Pay statements
Statement PDFs feed the Transactions spreadsheet.
Insurance
AAFMAA (Armed Forces Mutual)supported
Annual statements, policy & insurance documents
Statement PDFs feed the Transactions spreadsheet.
American Family Insuranceneeds a tester
Billing statements and any tax form listed with them
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #45.
Anthem BCBS (Elevance, 14 Blue states)supported
EOBs, member/plan documents (all coverage years), digital ID cards, secure-message letters
Statement PDFs feed the Transactions spreadsheet.
State Farmsupported
Bills, renewal notices, ID cards, receipts, policy documents
Statement PDFs feed the Transactions spreadsheet.
Confirmed by @watling777, whose full run saved every document State Farm lists for his policies (#37)
Utilities and phone
AT&T (Mobility, Fiber, Internet)supported
Monthly bills
Statement PDFs feed the Transactions spreadsheet.
Confirmed by @watling777 on two accounts, wireless and internet, with a full run on each (#26)
Dominion Energy (VA)supported
Billing statements
Statement PDFs feed the Transactions spreadsheet.
Fairfax Water (VA)supported
Water bills, the last year's, from the FW Customer portal
Statement PDFs feed the Transactions spreadsheet.
PG&E (Pacific Gas and Electric)supported
Billing statements
Statement PDFs feed the Transactions spreadsheet.
Repaired in 0.37.1 and confirmed on a real account by @watling777 (#33)
Portland General Electric (PGE, Oregon)supported
Monthly bills, the Detailed Bill PDF
Statement PDFs feed the Transactions spreadsheet.
One account at a time. Built and run on a contributor's own account, 36 bills
SDG&E (San Diego Gas & Electric, My Energy Center)supported
Monthly bills, about two years online, each read from Billing History and fetched by its own address
Statement PDFs feed the Transactions spreadsheet.
One account at a time. With several, only the one selected in the portal is listed. Built and run on a contributor's own account, 8 bills
SMUD (Sacramento Municipal Utility District)supported
Monthly bills
Statement PDFs feed the Transactions spreadsheet.
Confirmed by @watling777 on issue #34, whose Pilot took the newest five and whose full run took the rest of the history
Spectrum (Charter)supported
Internet statements, about a year online
Statement PDFs feed the Transactions spreadsheet.
An older statement is chosen by pressing its own row, then one "View Printable Statement" is pressed and the PDF the page makes is kept only when its text prints the statement's date, never a tab. Two statements of one date are left for a manual save. Mobile statements, which the site has no PDF of, are opened by their own row, expanded with Expand All and printed from the page. Internet run on the contributor's own account, 11 statements saved. A whole Mobile run is still to come
T-Mobilesupported
Bill statements
Statement PDFs feed the Transactions spreadsheet.
Verizon (Fios)supported
Bill statements
Statement PDFs feed the Transactions spreadsheet.
Verizon Mobile (wireless)needs a tester
Monthly bills
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #31.
Stores
Amazonsupported
Order invoices (full history)
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Apple (App Store and Apple Store)supported
Receipts for everything paid for, App Store subscriptions such as Apple One and iCloud+, in-app purchases anywhere in Family Sharing and paid apps, each saved from Apple's own emailed receipt with free downloads skipped, and Apple Store orders, each order's invoice saved and a canceled one recorded without a receipt
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Built and run on the maintainer's own account
Best Buysupported
Receipts for online orders, orders placed in a store and store purchases, and returns, each purchase's details page saved as the receipt, back to 2015
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Built on the maintainer's own account, 35 purchases found and all 35 saved. Best Buy's bot protection stops answering if asked too quickly, so it is paced, and a blocked run says to wait an hour
Costco Wholesalesupported
Receipts, in-warehouse, gas, pharmacy and costco.com orders
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Written from a member's recording and run against their account. One membership so far, a second Pilot is welcome, see issue #47
eBaysupported
Order receipts, ten years of purchase history
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Confirmed by @jpfieber on issue #44, every order back to 2017
Gap Inc. (Gap, Old Navy, Banana Republic, Athleta)supported
Order receipts
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Kroger (Pick 'n Save, Metro Market, Fred Meyer, Ralphs and the rest)supported
Receipts, in-store, fuel, pickup and delivery
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Confirmed by @jpfieber on issue #41, whose Pilot saved receipts that read properly, each naming its banner, Metro Market or Fred Meyer, for a file name pattern
Lowe's Home Improvementsupported
Receipts for store purchases and online orders, and returns, from the purchase history back to 2023, each purchase's details page saved as the receipt
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Built on the maintainer's own account, 41 purchases found and 6 saved in the first pilot
Meijerneeds a tester
Order receipts, and in-store digital receipts where mPerks lists them
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #42.
Targetsupported
Receipts (online + in-store)
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
The Home Depotsupported
Receipts for online orders, and store purchases where the history lists them, Home Depot's own print receipt with model and store SKU numbers
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Home Depot keeps two years online, so run it every few months. Built on the maintainer's own account, 8 orders found and 6 receipts saved
Walmartsupported
Receipts
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Other
E-ZPass Virginiasupported
Monthly and quarterly statements, the roughly one year of each the portal keeps online, so run it at least once a year
Statement PDFs feed the Transactions spreadsheet.
Built on the maintainer's own account
FedEx (Billing Online)needs a tester
Shipping invoices
Statement PDFs feed the Transactions spreadsheet.
UNTESTED, built from a login not connected to Billing Online, no invoice seen. Use it? Run Diagnose and attach the file to issue #54. Follow #54.
GitHubsupported
Payment receipts for Pro, Copilot, Actions, Sponsors and anything else GitHub charged
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Confirmed by @jpfieber on issue #43, whose Pilot saved five of the twenty-three receipts his account holds
Invest529 (Virginia529 / Commonwealth Savers)supported
Official quarterly statements for every beneficiary and 1099-Q tax forms
Statement PDFs feed the Transactions spreadsheet.
38 documents across three beneficiaries
IRS (Individual Online Account)supported
Account, return, wage and income, and record of account transcripts, read from the list the transcript page asks for and each fetched by its own address
Statement PDFs feed the Transactions spreadsheet.
Built from a read-only survey and run in full on the builder's own account, 26 transcripts listed and all 26 saved as valid PDFs. A notice stops Run All until one has been seen, and Resume then saves the transcripts. Sign-in is ID.me, the account holder's own
Optum Bank (HSA)supported
Monthly HSA statements and tax forms, the 5498-SA and, in a year with distributions, the 1099-SA, each a plain link on the member site fetched by its own address
Statement PDFs feed the Transactions spreadsheet.
whose full run saved 21 statements and the 5498-SA. One HSA so far, so more than one product is untested
PayPalsupported
Monthly statements, the three years the site keeps online
Statement PDFs feed the Transactions spreadsheet.
Tax forms not yet covered. Built on the maintainer's own account, 25 statements. A business account's statements from Activity, All Reports, written from a tester's recording and not yet run on a business account. Have one? Run Pilot and Diagnose and attach the files to the PayPal issue
Shelby County Trustee (Memphis, TN property tax)supported
Property tax receipts, one per payment, back to the parcel's first year online, and the current tax notice while a balance is due
Statement PDFs feed the Transactions spreadsheet.
A public lookup with no sign-in, the parcel ID goes in config.json. The page builds each PDF in the browser and the app keeps it, opening nothing. Built and run on a contributor's own parcel, 17 receipts
Stripe (merchant Dashboard)needs a tester
Fee invoices and tax forms such as the 1099-K
Statement PDFs feed the Transactions spreadsheet.
UNTESTED, built on an account with no documents yet. Have some? Run Diagnose and attach the file to issue #53. Follow #53.
Uber (rides and Uber Eats)supported
Receipts for every ride and every Uber Eats order paid for, each saved as Uber's own receipt PDF, with trips canceled before anything was charged and orders that cost nothing skipped
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
Uber's website only reaches back so far, about ten months of trips and two years of orders on the account it was built on. Built and run on the maintainer's own account, 24 receipts saved
UPS (Billing Center)supported
Shipping invoices from billing.ups.com, every invoice My Invoices lists
Statement PDFs feed the Transactions spreadsheet.
Built on the maintainer's own account
Venmo (account.venmo.com)supported
Monthly account statements, back to your start date
Statement PDFs feed the Transactions spreadsheet.
With none set it saves two years, and when the oldest of those months has transactions the run then ends as one that stopped rather than call the list whole. Venmo has no PDF statement on the web, so each finished month's statement page is opened by its own address and printed to PDF, with only the month's own "Show more" pressed until every transaction is drawn. Months with no transactions are skipped and the CSV is not taken. Built and run on one account, 24 statements with two busy months expanded in full. A business profile is not listed
PaperPull
