Personal Finance & Money Stack Exchange
Personal Finance & Money Stack Exchange

Questions tagged [automation]

26 questions
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Are programmers in the USA still able to automate fetching their bank transactions, like was possible in the 1980s and 1990s?

I have a pretty simple question for primarily programmers in the USA, but it also goes for those elsewhere. I'm in Sweden. A couple of years ago, just when I had finally set up an automated system to fetch my bank transaction records automatically,…
Delwin C.
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How do people with multiple credit cards keep track of their due dates and not miss payments?

I never spend more than I have and always intend to pay the full balance on my credit card statements. Because the due date changes and because they are different for each card, I sometimes forget and get charged interest. I would like to avoid this…
Griftoni
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How many humans will actually see my US tax return?

Say I'm an "average" taxpayer in the United States. Median income, median complexity of my taxes, etc. Also, I e-filed my tax return. How many humans at the IRS will actually see my tax return with their own eyes? Curious how much automation is in…
Nate Lowry
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Automatic transaction on credit card to stay active

I have 4 credit cards. I use 3 of them frequently for individual purposes as they offer different cash back for different things. However there is one that I rarely use. Is there a way to set up automatic transaction on that card of something like…
poortechworker
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Is backtesting a reliable concept?

I've been using technical analysis approach for several years right now and currently explore the algorithmic/automated trading techniques. It seems that one of the most important aspects of creating strategies for automated trading - is the…
Eugene S
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How do you automatically invest with Interactive Brokers?

I've been using Interactive Brokers for a while and would like to implement an automatic trade in a regular (say monthly) interval. Specifically, I would like to dollar-cost or value average a fixed amount. How do I automate such a simple order on a…
Pink Flying Elephant
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Automatic check reader error: How common?

I sent a check to my credit card company for $1234. The automatic check reader there read it incorrectly as $12.34, which was the amount that was paid and also what was cleared from my bank. I looked at the image of the check and my handwriting was…
KAE
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Compound Interest Formula With Monthly Investment Increase

I'm looking to solve this problem: If I were to start investing now, With a 4% annual return compounded monthly what is the function for my return if my monthly input is initially $2000 then for every month here after 2% is added. For example: month…
Griffin Kennedy
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Automating Certificate-of-Deposit purchases into a ladder-like scheme

In follow-up to these two questions, how could I automate purchasing CDs on a routine basis (say every month) in the US? Would it be specific to a given financial institution, or is this a common-enough practice that many/most/all credit unions and…
warren
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Ledger CLI automated transactions

Given a ledger-cli entry like 2017-11-30 * Terrace door ; :share: Expenses:Housing:Fixed 719.06 Assets:Bank:Checking Account what would an automated transaction / transaction pattern match look like that identifies that…
JohnDoe
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Can a retail trader do bid-ask spread scalping through algo-trading?

Is it legal/permitted in the US public stock markets for an individual retail trader to do bid-ask spread scalping through algorithmic trading? Do I need to follow some procedure before I can automate bid-ask scalping strategy?
Distraction Arrestor
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How can I find a checking account that allows for automated transfers of dynamic amounts?

Paypal provides a service called "auto-sweep" that allows you to regularly, automatically transfer the entire balance of your Paypal account into a linked bank account. Automated transfers of a fixed monthly amount are nothing new. I'd like to…
Walrus the Cat
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Auto balancing portfolio through new purchases

I'd like to have an investment portfolio with a few items, each having a target proportion (e.g. I want to have stocks of Apple and the total value of those should be 25% of my portfolio's total worth). I also would like to invest periodically. My…
HerrSubset
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You're in Ontario and are setting up Autoload on your Presto fare card. Credit or debit? Which threshold and Autoload values should you pick? And why?

The Presto fare card is a contactless public-transit fare-payment smart card issued in various big cities in Ontario, Canada. These cities include Toronto, Ottawa, and others. You wave the card in front of a reader in order to pay your fare. The…
unforgettableidSupportsMonica
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How to automate and streamline saving for multiple large purchases?

My situation is the following: I want to automate as much of my finances as possible I want to have multiple savings goals (perhaps house, wedding, new car, or recurring 'savings' items like car maintenance, etc) Some money will be for specific…
enderland
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