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.


This entry was posted on Monday, January 11th, 2010 at 12:07 pm and is filed under Uncategorized.
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I always use “period + customer id”.pdf ex. 200912000100.pdf
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
Matt has a point. Or we could just put in the initials of d organizations name or date when it was made.
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.