To have FileThis collect documents from an online account, you need to create a “connection.” The
connection tells FileThis where to go and how to login to your online
account, whether it’s a bank, store, utility, TV service, or credit card
account. The connection process is secure and the privacy of your login
information is 100 percent protected.
Once you create a connection,
FileThis continually collects information from the account, and then
notifies you by email each time it fetches a new document. You will
automatically have copies of all receipts for online purchases, payments made
to your credit card company, and monthly bank statements, for example. Depending
on the timing, you can use those notifications as reminders to pay your bills
or review your account statements.
important that you keep copies of all these statements in a secure location,
so your account information is always at your fingertips—whether the company
goes out of business, changes hands, or limits access to the last few months
or year of statements. If your FileThis destination is your computer, be
sure you are backing up your computer regularly.
This process offers bank level
security and your personal information is completely protected. To get
started setting up connections to your online accounts:
1. Click the Connect tab at the top of the main FileThis window.
2. Find the company at right and
click its icon. Use the Search field or narrow the choices by clicking
Financial or Utilities as necessary.
Note: If one of your accounts is not
listed, contact FileThis at firstname.lastname@example.org to request that the site be added.
3. In the lower-right corner, enter
the login information you use when connecting to the account through the
company’s website. (For example, if you’re setting up an Amazon connection,
enter the User ID and Password you use to login to your account at www.amazon.com.)
4. Click Connect. FileThis will
verify your credentials and access your account.
Once the new connection is
established, FileThis collects all the documents currently available
from the account website. The documents are automatically organized by
connection in the destination you specified (such as your computer, Evernote,
or DropBox). From this point on, FileThis will automatically fetch new
statements for that online account. If the connection requires further
validation or encounters a problem, see the next two sections.
Some connections, especially those
with financial institutions, often request additional information to validate
the connection. These requests generally happen only when you create the
connection, but sometimes they occur at random. If you’re connected to your FileThis account when a validation request occurs, answer the question that pops up
and click Continue. Requests might include:
security questions: Answer one of the
common security questions associated with that account (such as first
car, favorite athlete, or maternal grandfather’s name).
your state: Specify the state you’re in
as required by some financial institutions.
your identity: Select a method to receive
an authentication code (such as email or text), then enter the code into
If FileThis has trouble
connecting to one of your accounts and collecting documents—and you’re not
logged in to your FileThis account—you will receive an email about the
problem. (For example, this might happen if you change the password for your Amazon
account at www.amazon.com, but don’t update the password in FileThis.
Or, it might happen if FileThis is presented with additional security
questions while fetching documents.)
To resolve the problem, connect to
your FileThis account and click the Fix It icon. A dialog box
displays with further instructions. You might be prompted to provide
additional information or visit the account website to confirm your login
credentials. Follow the instructions, then click Try Again.
Checking Connections Manually
FileThis monitors your accounts on a regular basis. If you want to manually fetch a newly created document—for example, for a purchase you just made—click the Check For New Documents button next to a connection in the Connections tab.