~mendelmaleh/pfin

ref: 5c1e70a0b8446799b943f837d8b7debc689ddd96 pfin/parser/README.md -rw-r--r-- 1009 bytes
5c1e70a0Mendel E Fixups 2 months ago

#American Express

  1. Login to [americanexpress.com]
  2. Go to the "Statements & Activity" tab
  3. Select "Previous Billing Periods" in the sidebar
  4. Choose the billing period
  5. Click the download icon in the "Transactions" area
  6. Choose "CSV"
  7. Enable additional transaction details
  8. Click the "Download" button.

#Bank of America

  1. Login to [bankofamerica.com]
  2. Select the account
  3. Go to the "Activity" tab
  4. Click the "Download" link
  5. Choose the transaction period
  6. Set the file type to "Microsoft Excel Format" (CSV)
  7. Click the "Download transactions" button.

#Capital One

  1. Login to [capitalone.com]
  2. Click the account (or click "View More" in the "Recent Transactions" area)
  3. Scroll to your last statement and click "Download Transactions" (or append /DownloadTransactions to the URL)
  4. Set the file type to "CSV"
  5. Set the time period "By Statement"
  6. Set the statement
  7. Click the "Export" button.

The filename date will be the download date, not the statement date.