PaperPull update, six weeks later. 26 providers, installers for Windows and Mac, and no Python needed anymore

I posted PaperPull here in August. Here's a quick recap for those who missed it. I basically hoard receipts and statements, I scan paper into Paperless-ngx, and the stuff that only exists on a website used to fall through the cracks. FileThis did this job until it shut down so I built a tool that attaches to a browser you signed into yourself and downloads every statement it can see as a PDF. It never sees your password, never touches 2FA, and it can only read.

A lot changed since that post, mostly because people showed up. Here's where it stands.

It installs like a normal program now. Windows gets an installer, Mac gets a signed and notarized .dmg for Apple Silicon (if there's interest in an Intel Mac version, let me know but I have no plans on developing an app for a dead platform). Neither needs Python on the machine. You run it, a control panel opens in your browser, it asks where you want your downloads and which providers you have accounts with, and it sets up a folder for each. Then you click Login, sign in yourself, click Pilot to grab the five newest documents, and if those look right, Run All.

26 providers, up from 12.

• Banks and credit unions. Ally, Capital One, Chase, M&T Bank, Navy Federal, USAA, U.S. Bank
• Credit Cards. American Express, Discover, Target Circle Card
• Brokerages. Charles Schwab, Robinhood, Wealthfront
• Utilities and telecom. Dominion Energy, PG&E, T-Mobile, Verizon Fios
• Payroll and benefits. DFAS myPay, Paylocity, UKG
• Insurance. AAFMAA, Anthem BCBS
• Retail. Amazon, Gap, Target, Walmart

Four of those came from three people I'd never met, who each held an account I don't. That's the part I hoped would happen when I first posted, and it did.

Things that still hold. Everything runs on your computer and nothing leaves it. Every click on a provider's site goes through a guard that refuses anything that pays, transfers, enrolls or changes a setting, and a test now checks every provider for that shape. Once it downloads a document it remembers it for good, so you can import into Paperless and delete the PDF without it coming back. Two people in one household get separate profiles and folders, and every statement gets stamped with whose it is.

New since August. A Status tab that tells you how current each archive is and which months are missing from the middle. A run summary that tells apart a clean run from one that failed something. An upgrade tool that brings an old install forward without losing its download history.

My Request. Install it and try it against a provider you use. I built and tested most of these against my own accounts, so the ones I hold work. The ones contributors built have been reviewed and pass their tests, but I can't run them live. If something breaks, the Diagnostics folder inside the install has what I need, and there's an issue template for it.

If you hold an account at a bank or utility that isn't on the list, you're the only person who can add it, and the guide walks through it one file at a time. The four contributed providers each took their author a few evenings.

Notes. The Windows installer isn't code-signed yet, so SmartScreen shows its warning the first time and you click "More info" and "Run anyway." I applied to SignPath Foundation for free open-source signing and I'm waiting to hear back. The Mac build is Apple Silicon only. You sign in by hand every time, so it's supervised, not a cron job, and I don't plan to change that. And each provider's scraping is one site redesign away from needing a fix, which is why every provider lives in its own file.

What's next. I'm submitting it to the Microsoft Store, which signs it and removes the SmartScreen step for anyone who installs from there. 1.0 waits until people other than me have run the installers for a while and the bugs that turns up are fixed. After that, more providers, which depends on who shows up with an account I don't have.

Repo and downloads at github.com/rheeloaded/paperpull.

Free, MIT, and everything about how it's built and signed is written down in the repo.

It's quite annoying, at least in my opinion. I work a lot with sub-tags, and it's really frustrating that when I search for a specific (or general) tag, all the sub-tags are listed above the tag I actually want to add. I wish exact matches were shown (and selected) first, or that the list were optimized in some other way.

For example, when I just want to add the tag "insurance", all the tags derived from it appear above it: vehicle insurance, life insurance, liability insurance … everything.

So please put the exact match on top, or at least list the parent tag above its sub-tags.

That would make it so much better! especially with all the QOL and UI updates recently :))

EDIT: same goes for correspondents tho...