Your bank statements, downloaded for you: CoinPay and moshcode now fetch them

Описание и применение

Автоматический скачивание PDF‑вывода банковских счетов через CoinPay и moshcode, устраняющий ручной вход в каждый банк.

Задача

Manual monthly login to multiple banks to download PDF statements for accounting and regulatory purposes.

Результат

Automated retrieval of PDF bank statements, eliminating manual sign‑ins, with coverage tracking and scheduled execution.

Рабочий процесс

• 1. Run coinpay finances statements login <bank> to open bank in Chrome profile and sign in manually.
• 2. After signing in, close the window; the page remains for future fetches.
• 3. Run coinpay finances statements fetch to headlessly open the profile, locate statement rows, click download, and capture PDFs.
• 4. PDFs are matched to accounts and periods, stored in CoinPay’s statement library and on disk.
• 5. Use coinpay finances statements coverage to view missing account‑month combinations.
• 6. Schedule coinpay finances statements fetch via cron for automated weekly runs.

Доказательства

So every month meant signing in to eight banks and clicking through each account by hand. We built the thing that does the clicking.

Источник

login opens the bank in its own Chrome profile on your computer. You sign in (MFA and all) and go to the page that lists your statements, then close the window.

Источник

fetch opens that profile headless and looks for what every statements page has in common: a dated row with a Download, PDF or View statement control.

Источник

When a bank has ended the session, the page asks for a password again. fetch notices, says which bank, moves on, and exits 3, so a weekly cron entry can tell you: 30 7 * * 1 coinpay finances statements fetch

Источник