Usable paperless statement filenames. Isn’t it about time?

Isn’t it about time that companies that provide paperless electronic statements begin helping us out by giving those electronic documents meaningful names? Here’s the names of two bank statements I just downloaded.

4 comments

  1. I always use “period + customer id”.pdf ex. 200912000100.pdf

  2. It’s nice if the organization’s name is also included in the filename, in case customers download statements from multiple organizations, e.g. 2009-12-BankAmerica.pdf

  3. Matt has a point. Or we could just put in the initials of d organizations name or date when it was made.

  4. It’s also time for “download all of your statements as a zip file”. This comment was typed as I download 4 years worth of monthly statements manually…click…click…click.

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