Automating the handling of bank and financial statements
In my perpetual effort to get out of work, I’ve developed a suite of automation tools to help file statements that I download from banks, credit cards and others. While my setup described here is tuned to my specific needs, any of the ideas should be adaptable for your particular circumstances. For the purposes of this post, I’m going to assume you already have Hazel. None of what follows will be of much use to you without it. I’ll also emphasize that this is a macOS-specific post. Bear in mind, too, that companies have the nasty habit of tweaking their statement formats. That fact alone makes any approach like this fragile; so be aware that maintaining these rules is just part of the game. With that out of the way, let’s dive in.