Banks and credit unions
Ally Banksupported
Account statements, tax forms
Statement PDFs feed the Transactions spreadsheet.
Capital Onesupported
Bank and card statements, tax forms, letters
Statement PDFs feed the Transactions spreadsheet.
Golden 1 Credit Unionneeds a tester
Statements, tax forms
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #35.
Navy Federal CUsupported
Account statements
Statement PDFs feed the Transactions spreadsheet.
USAAsupported
Statements
Statement PDFs feed the Transactions spreadsheet.
Wells Fargoneeds a tester
Account statements, tax documents
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #27.
Credit cards
American Expresssupported
Statements, year-end summary
Statement PDFs feed the Transactions spreadsheet.
Apple Card and Apple Savingsneeds a tester
Apple Card statements, Savings statements, tax forms
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #52.
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)known issue
Card statements
Statement PDFs feed the Transactions spreadsheet.
Discover is moving these accounts onto Capital One's site. Once yours has moved, use the Capital One app instead. Follow #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
Charles Schwabsupported
Statements, tax forms, letters, trade confirmations
Statement PDFs feed the Transactions spreadsheet.
E*TRADEneeds a tester
Statements, trade confirmations, tax forms
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #36.
Fidelity Investmentssupported
Statements, trade confirmations, tax forms
Statement PDFs feed the Transactions spreadsheet.
Fidelity NetBenefitssupported
Quarterly or monthly 401(k) statements, made to order and rendered
Statement PDFs feed the Transactions spreadsheet.
Robinhoodsupported
Account statements, tax docs
Statement PDFs feed the Transactions spreadsheet.
Thrift Savings Plan (tsp.gov)supported
Participant statements, 1099-R
Statement PDFs feed the Transactions spreadsheet.
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.
Newrezneeds a tester
Mortgage statements, escrow analysis, 1098
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #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, policy documents, declarations, ID cards
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 Farmneeds a tester
Bills, renewal notices, ID cards, receipts, policy documents
Statement PDFs feed the Transactions spreadsheet.
Built without an account, waiting for someone with one to test it. Follow #37.
Utilities and phone
AT&T (Mobility, Fiber, Internet)supported
Monthly bills
Statement PDFs feed the Transactions spreadsheet.
Pilot confirmed by @watling777 in round eight, the full run and a second account still being tested on issue #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)known issue
Billing statements
Statement PDFs feed the Transactions spreadsheet.
A repair for its page picker is being tested
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
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.
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)needs a tester
Receipts, in-store, fuel, pickup and delivery
Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.
UNTESTED, built against an account with no purchases. Follow #41.
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
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
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.
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