I have a very similar setup but with HLedger[1]. A "do-nothing"[2] script helps me download statements by opening bank websites, waits for manual import and finally checks balances. That makes it a lot less repetitive and error prone. Or at least, I catch the errors faster.
I've found HLedger and Shake to be fast enough to process almost a decade of finances. Dmitry Astapov has an extremely well produced tutorial workflow[3].
How have you managed the PDF parsing? Mine has become a bit of a mess dealing with slight variations in formatting as they change over time. I've been considering using LLMs but have been nervous about quality.
I've found HLedger and Shake to be fast enough to process almost a decade of finances. Dmitry Astapov has an extremely well produced tutorial workflow[3].
How have you managed the PDF parsing? Mine has become a bit of a mess dealing with slight variations in formatting as they change over time. I've been considering using LLMs but have been nervous about quality.
[1]: https://hledger.org [2]: https://blog.danslimmon.com/2019/07/15/do-nothing-scripting-... [3]: https://github.com/adept/full-fledged-hledger