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by tacostakohashi
1878 days ago
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Many / most US banks support OFX ("Quicken") to some degree. It's often well hidden, I guess the banks prefer you to be going to their website so they can advertise their products to you. https://www.ofx.net/downloads/OFX%202.2.pdf https://www.ofxhome.com/ I use this to build a consolidated picture of all my finances in ledger (https://www.ledger-cli.org/). As well as the obvious application of analyzing + reporting all my transactions, my higher-level goal is to be doing my accounting myself, and minimize my dependency on any particular bank / brokerage website so that I can easily use several accounts, or move things around if there's a better deal available. If you're not doing your own accounting, the temptation to just do all your business with whichever institution has the most usable website is quite strong, and moving or splitting business is quite cumbersome. |
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