Every provider, and what it collects.

Account statements, tax forms

Statement PDFs feed the Transactions spreadsheet.

Business Checking statements and 1099-INT tax forms, every document the list the Documents and Statements page asks for itself names, heard as it answers

Statement PDFs feed the Transactions spreadsheet.

One account a run, the one the page shows. Built and run on a contributor's own Business Checking account, 61 documents saved (#168). Personal Checking and Savings are untested. American Express cards are the amex app

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

Bank and card statements, tax forms, letters

Statement PDFs feed the Transactions spreadsheet.

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

Bank account, credit card and line of credit statements

Statement PDFs feed the Transactions spreadsheet.

Built without an account, waiting for someone with one to test it. A first shell that opens the site for you to sign in and nothing more, and downloads nothing yet. Have an account? Sign in, Record one trip to a document and attach the recording to issue #204. A credit card or line of credit whose statements open somewhere else takes a second recording of its own. Follow #204.

Statements, securities documents and tax certificates

Statement PDFs feed the Transactions spreadsheet.

Built without an account, waiting for someone with one to test it. A first shell that opens the site for you to sign in and nothing more, and downloads nothing yet. Have an account? Sign in, Record one trip to a document and attach the recording to issue #178. Follow #178.

Checking and savings statements, every statement the statements page's own list call names for each account its account menu holds

Statement PDFs feed the Transactions spreadsheet.

Built and run on a contributor's own accounts, 100 checking and 100 savings statements saved (#151). An account whose list holds exactly 100, which looks like the most one answer holds, may have older statements this app cannot reach, and the run says so. Money market and CD accounts are untested. Discover credit cards are the discovercard app

Kontoauszüge, Kreditkartenabrechnungen, Wertpapierdokumente, Steuerbescheinigungen, Vertragsinformationen and Mitteilungen, from the Postfach and its archive

Statement PDFs feed the Transactions spreadsheet.

Built and run on a contributor's own account, 611 documents saved. DKB answers 500 for most archived securities documents, which its own page cannot open either

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

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)

Account, card, securities and tax documents from the Postbox and its archive, the rows read from the page and each PDF fetched from inside it

Statement PDFs feed the Transactions spreadsheet.

Run on the contributor's own account (#203). A populated archive and some document types have not been checked

Account statements

Statement PDFs feed the Transactions spreadsheet.

Statements, tax documents, confirmations and other documents from the Postfach and its archive, for every bank customer the sign-in can see, and the PDF attachments of incoming and sent messages

Statement PDFs feed the Transactions spreadsheet.

Run on the contributor's own account, an archive document and a message attachment included (#172)

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

Statements

Statement PDFs feed the Transactions spreadsheet.

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

Statements, year-end summary

Statement PDFs feed the Transactions spreadsheet.

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)

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

Card statements

Statement PDFs feed the Transactions spreadsheet.

Monthly card statements, the roughly two years the site lists online

Statement PDFs feed the Transactions spreadsheet.

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)

Credit card statements

Statement PDFs feed the Transactions spreadsheet.

Built without an account, waiting for someone with one to test it. A first shell that opens the site for you to sign in and nothing more, and downloads nothing yet. Have an account? Sign in, Record one trip to a document and attach the recording to issue #205. Follow #205.

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

Billing statements

Statement PDFs feed the Transactions spreadsheet.

Credit-card statements

Statement PDFs feed the Transactions spreadsheet.

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

Brokerage account statements and quarterly performance reports, every account and quarter the client portal keeps, from the page's own statement and report lists asked from inside the signed-in page

Statement PDFs feed the Transactions spreadsheet.

Built and run on a contributor's own account, 56 statements and 5 reports

Statements, tax forms, letters, trade confirmations

Statement PDFs feed the Transactions spreadsheet.

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

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

Statements, trade confirmations, tax forms

Statement PDFs feed the Transactions spreadsheet.

Quarterly or monthly 401(k) statements for every plan on the sign-in, made to order and rendered

Statement PDFs feed the Transactions spreadsheet.

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

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

Statements, securities documents and tax certificates

Statement PDFs feed the Transactions spreadsheet.

Built without an account, waiting for someone with one to test it. A first shell that opens the site for you to sign in and nothing more, and downloads nothing yet. Have an account? Sign in, Record one trip to a document and attach the recording to issue #170. A child's sub-account under the same sign-in takes a second recording that switches to it. Follow #170.

Participant statements, 1099-R

Statement PDFs feed the Transactions spreadsheet.

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

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

Statements, tax docs

Statement PDFs feed the Transactions spreadsheet.

Loan agreements, one per loan

Statement PDFs feed the Transactions spreadsheet.

Affirm Money and Card statements not covered

Mortgage statements, escrow, 1098

Statement PDFs feed the Transactions spreadsheet.

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

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)

Loan statements, 1098

Statement PDFs feed the Transactions spreadsheet.

Built without an account, waiting for someone with one to test it. Follow #28.

Pay statements and W-2s, everything the statement services list

Statement PDFs feed the Transactions spreadsheet.

eRAS, CRSC, 1099-R, 1095

Statement PDFs feed the Transactions spreadsheet.

Pay statements

Statement PDFs feed the Transactions spreadsheet.

Pay statements

Statement PDFs feed the Transactions spreadsheet.

Annual statements, policy & insurance documents

Statement PDFs feed the Transactions spreadsheet.

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.

EOBs, a claims summary for each year with Anthem's CSV beside it, member/plan documents (all coverage years), digital ID cards, secure-message letters

Statement PDFs feed the Transactions spreadsheet.

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)

Monthly bills

Statement PDFs feed the Transactions spreadsheet.

Confirmed by @watling777 on two accounts, wireless and internet, with a full run on each (#26)

Monthly utility bills (water, sewer, stormwater, parks, roads), about two years online

Statement PDFs feed the Transactions spreadsheet.

Activity's Billing rows, each bill's print page fetched from inside the signed-in page and drawn as a PDF with its scripts taken out, 24 bills

Billing statements

Statement PDFs feed the Transactions spreadsheet.

Water bills, the last year's, from the FW Customer portal

Statement PDFs feed the Transactions spreadsheet.

Monthly bills from its Paymentus payment portal, the whole history it keeps, read and fetched from inside the tab the account holder signed in with

Statement PDFs feed the Transactions spreadsheet.

One account at a time. Built and run on a contributor's own account, 84 bills

Billing statements

Statement PDFs feed the Transactions spreadsheet.

Repaired in 0.37.1 and confirmed on a real account by @watling777 (#33)

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

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

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

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

Bill statements

Statement PDFs feed the Transactions spreadsheet.

Bill statements

Statement PDFs feed the Transactions spreadsheet.

Monthly bills, the 24 months My Verizon keeps, from Bill & payment history's own bill list, each PDF asked from inside the signed-in page

Statement PDFs feed the Transactions spreadsheet.

Confirmed on a contributor's own account, 24 bills (#31)

Monthly internet bills, the whole history My Account lists, from the page's own billStatements query asked from inside the signed-in page

Statement PDFs feed the Transactions spreadsheet.

One account at a time. Built and run on a contributor's own account, 17 bills

Order invoices (full history)

Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.

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

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

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

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

Order receipts

Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.

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

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

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.

Receipts (online + in-store)

Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.

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

Receipts

Receipts are printed to PDF. Line items from every receipt feed the Purchases spreadsheet.

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

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.

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

Official quarterly statements for every beneficiary and 1099-Q tax forms

Statement PDFs feed the Transactions spreadsheet.

38 documents across three beneficiaries

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

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.

A full run by the contributor saved 21 statements and the 5498-SA. One HSA so far, so more than one product is untested

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

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

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.

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

Shipping invoices from billing.ups.com, every invoice My Invoices lists

Statement PDFs feed the Transactions spreadsheet.

Built on the maintainer's own account

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