Wealth Management software (alternative to Personal Capital)

[nickspacemonkey]

I used this:

T212 Contract Note Email Importer

This script will import Contract Notes sent by T212 from your gmail inbox, to a google spread sheet. create a new google sheet click -> tools -> script editor paste the script change “c1” on line 3 here, to the sheet you want to update (or rename a sheet in the doc to c1) change the label on line 5 to the actual label you use in Gmail. save close the script editor. hard refresh the document You should see a new menu item now like in the screenshot below Click to import, first time you use it, …

credit to @kali

You will need to format some of the data that gets imported from the emails, but once you set it up you can just drag the formulas down. This is because the numbers get imported as text.

I’ll setup an example sheet and share it here shortly.