Hi there,
is there an option in PP to support automatic bank feeds in a secure manner? The point is that apart from my investments I want to have an overview of my deposits automatically rather than importing/exporting pdf files and csv.
cheers
It is not a current feature so you would have to write it yourself. I wouldn’t be keen to have a bot login to my bank account and download data but I’d be happy to have it prompt me to login. There is an enhancement request: Run custom script on action · Issue #2374 · buchen/portfolio · GitHub.
Edit: It seems bots are increasingly doing automated bank downloads. I expect fees to access this service would prevent it from being available in free software.