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Holly_Hobby

(3,033 posts)
Sun Feb 2, 2014, 03:01 PM Feb 2014

What is the best way to save e-bank statements?

Hi, my credit union posts my monthly statements on their website. They want me to print a hard copy, but ink for my printer is just too expensive to print 5 or 6 pages every month. So, I want to keep them electronically.

I left click and copy it to Word, but the formatting doesn't stay. I tried the Screenshot add-on for Firefox, but if I copy it to the clipboard and then paste it into Word, it's too small to read and there is apparently no way to make it bigger, I tried.

I tried pasting it into Note, but it just copies the text. Any ideas? Thanks.

19 replies = new reply since forum marked as read
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What is the best way to save e-bank statements? (Original Post) Holly_Hobby Feb 2014 OP
Which extension did you try? gvstn Feb 2014 #1
Thanks, going there now n/t Holly_Hobby Feb 2014 #3
Try saving the file with a htm or html extension. TexasTowelie Feb 2014 #2
Oh yes, that helps too, much appreciated :) n/t Holly_Hobby Feb 2014 #4
I added a bit more. TexasTowelie Feb 2014 #6
I advise saving the file with a date in the name such as TexasTowelie Feb 2014 #5
I saved it as January2014 and Holly_Hobby Feb 2014 #7
Interesting post! SoapBox Feb 2014 #8
I don't print statements at all, of any kind Holly_Hobby Feb 2014 #9
I too REFUSE to do electronic delivery on any statements, etc.... lastlib Feb 2014 #11
I use Cute PDF Writer to "print" electronic documents csziggy Feb 2014 #10
+1 JBoy Feb 2014 #12
That is the way I have been doing it for years. RC Feb 2014 #13
Watch out for the flash drives! They can fail with no warning. csziggy Feb 2014 #14
You can print to PDF or to XPS. Fantastic Anarchist Feb 2014 #15
I have XPS Holly_Hobby Feb 2014 #16
You shouldn't worry about MS doing away with XPS. Fantastic Anarchist Feb 2014 #17
Thanks, truly appreciated! n/t Holly_Hobby Feb 2014 #18
You're very welcome! nt Fantastic Anarchist Feb 2014 #19

gvstn

(2,805 posts)
1. Which extension did you try?
Sun Feb 2, 2014, 03:16 PM
Feb 2014

I use pagesaver and it works fairly well. It obviously saves in picture format so you would open in a picture viewer then zoom in to get normal size text. It might not be practical if your bank gives one page at a time since you would need to take 6 screenshots but if it displays all 6 pages at once you can take a picture of the entire webpage which would be convenient.

Free version is fine: http://pearlcrescent.com/products/pagesaver/

TexasTowelie

(112,164 posts)
2. Try saving the file with a htm or html extension.
Sun Feb 2, 2014, 03:33 PM
Feb 2014

Go to your browser menu and select File, Save Page As. When the dialog box appears, name your file and then save it as a HTM or HTML file to your selected drive.

When you need to view the file later, you will go to the file directory, select the file and declare which program (or browser) to choose to open the document.

You will lose the formatting on the document when you try to save the file in Word since it does not contain the HTML formatting. If you save it in Notes, then you will only get the text.

If you save the file as a picture or snapshot, then you will lose the ability to conduct searches using the "find" features.

By maintaining the file in a HTML format, you not only retain the formatting but the ability to search the documents.

I hope that helps.

TexasTowelie

(112,164 posts)
5. I advise saving the file with a date in the name such as
Sun Feb 2, 2014, 04:25 PM
Feb 2014

201312BankStatement for December 2013.

Also, if you take some time to examine the HTML coding in your documents and learn a few items along the way you can consolidate all of the data from the bank statements into either a spreadsheet or database application. I used to maintain my timekeeping on projects at my last job in a database at work since we billed our clients in 15 minute increments. I would append the monthly database to a master database and eventually built up several years worth of notes. It was invaluable to me when the boss would ask a question about a project that I worked on months or years ago since I not only knew how much time was spent on the project, but I also kept detailed notes along the way. I would have appeared so disorganized if I hadn't taken the initiative to improve my productivity.

Holly_Hobby

(3,033 posts)
7. I saved it as January2014 and
Sun Feb 2, 2014, 05:21 PM
Feb 2014

emailed it to myself to be stored in a special folder in my email. I've had the same Yahoo email for 16 years and that's how I save important stuff, not on my computer. I do change my password weekly, though, for security. Yahoo has never lost anything in my email. I just have to be sure it doesn't get hacked. I can't say I know for sure if it's encrypted when I send it or not, I've really been taking a chance doing it because I just don't know. However, there aren't any SS#'s or dates of birth on them, just names, address and account #.

I'm just tired of doing all that and still having trouble reading it because of loss of formatting. I absolutely don't want to print them every month, I seldom need to look at them again. Ink is $40 for my printer and that only prints about 100 pages. Not worth it to me.

Thanks again.

SoapBox

(18,791 posts)
8. Interesting post!
Sun Feb 2, 2014, 08:06 PM
Feb 2014

Say Holly,

Just to add, I'm old school and HATE all these electronic statements...I tire of finding my login name, my pin and then having to go on the "treasure hunt" on any given site, trying to dig up my statements.

How about commenting (or complaining, your choice) to your CU...ask for the statements to at least be published in PDF.

Holly_Hobby

(3,033 posts)
9. I don't print statements at all, of any kind
Sun Feb 2, 2014, 08:29 PM
Feb 2014

I have an aversion to doing their job FOR them, and using my ink, paper and electricity for something THEY should be sending to ME. If anyone emails anything to me that needs printing, I tell them my printer isn't working. I'm stubborn that way. I print things only when I have no other choice.

I'll call them and ask for PDF's. I should have an alternative to printing. That's a good suggestion,
thanks.

I used to use "Print to File", but Windows 7 doesn't have it, or I can't find it if it's still there.

lastlib

(23,224 posts)
11. I too REFUSE to do electronic delivery on any statements, etc....
Mon Feb 3, 2014, 01:14 AM
Feb 2014

All these banks and financial institutions tout how e-delivery saves money and paper. Well, it's THEIR money and paper they're saving--I'M the one shelling out paper, toner, electricity, TIME, storage space, etc. No, thanks! And I've never had a paper document hacked!

csziggy

(34,136 posts)
10. I use Cute PDF Writer to "print" electronic documents
Mon Feb 3, 2014, 12:55 AM
Feb 2014

Mostly for web pages with genealogical material but also for other web pages.

The program is free: http://www.cutepdf.com/products/cutepdf/writer.asp

Once installed it appears in the Print dialog. I generally go to Print Preview to size the page so nothing is cut off the side - some web pages do not size properly and the right side can be cut off. I also set the print choices to print the date/time and the URL where I get the page from. In Firefox that setting is found in Page Setup. For research pages, it is great to kow when it was saved and the souce.

Once the settings are done, just click Print, select Cute PDF from the list of printers, and from the Cute PDF popup select where you want to save your document.

 

RC

(25,592 posts)
13. That is the way I have been doing it for years.
Wed Feb 5, 2014, 12:34 PM
Feb 2014

Also, to save disk space, you can save the PDF files to a flash drive, only used for that purpose.
I just bought a bunch of 8gig flash drives for $6 each at Office Depot.
I used one for a whole bunch of print pictures that I scanned in for my brother, so I could return the scanned pictures to him.

csziggy

(34,136 posts)
14. Watch out for the flash drives! They can fail with no warning.
Wed Feb 5, 2014, 03:47 PM
Feb 2014

A friend of mine was saving all her professional documents to a flash drive as she revised them. It failed a few weeks ago with no warning at all. Fortunately, her computer tech found the Word auto-backups and could restore them.

I burn everything to CDR or DVD-R and keep as much redundancy as possible. In fact, I need to finish the backups I was making when moving hard drives to my new computer. I couldn't finish since the old computer was just not up to the task of backing up half a terrabyte of pictures.

The new computer has a 120GB flash drive for the OS, another for my Photoshop scratch disk, then 3 terrabyte and a 4 terrabyte SATA hard drives to store scans of pictures and documents as well as the genealogical data in my 20,000+ person files.

My goal is to scan the thousands of family pictures and documents (from both sides of my family and from my husband's family) so everything is in electronic format and I won't have to handle the originals, some of which are 200 years old and very fragile. I just scanned a notebook with some pages dated 1812!

I scan TIFFs at a minimum of 600 dpi with a target size of 5x7" - that is what the Florida photo archive specialist recommended. Then for sharing I edit, restore, and save as JPEGs in print and web size, keeping the original TIFFs as my "original" untouched scan. That all takes massive amounts of storage.

The 4 terrbyte drive I just installed cost $170 from NewEgg.com, so storage is not as dear as it used to be, thank goodness!

ETA - I have CDRs I burned in my first CD burner in 1998 that are still good so I have confidence that they will last. I do periodically make new copies of all my files. Redundancy is GOOD.

Fantastic Anarchist

(7,309 posts)
15. You can print to PDF or to XPS.
Mon Feb 10, 2014, 05:25 PM
Feb 2014

Printing to save to file (either XPS or PDF).

You have though whole document and don't have to mess with screenshots or anything.

If you need further information, let me know.

Holly_Hobby

(3,033 posts)
16. I have XPS
Mon Feb 10, 2014, 05:29 PM
Feb 2014

I never thought of using that. My only concern is that MS will do away with it. I only need to save the statements for 7 years, though.

How do I print to PDF? I called my bank, they weren't helpful at all.

Thanks for the reply!

Fantastic Anarchist

(7,309 posts)
17. You shouldn't worry about MS doing away with XPS.
Mon Feb 10, 2014, 06:50 PM
Feb 2014

That is their version of the standard document writer (similar to PDF). Even if they did (which they won't, you can easily convert what you have to PDF).

I print (save) all of my documents (bank statements, tax returns, warranties, receipts, confirmations, etc.) to either PDF or XPS.

Your bank should already have your statements in PDF format (mine does). However, if not, here's what to do:

Click on each statement you want to "print" (save). Then go to the open window's (your statement) file menu and then select print. At the print dialog box, choose "XPS Document Writer" (it will be one of your available printer options). Select that, choose where you want to "print" save to, and click save (or print, I forget which). This way, it's like any normal electronic document, where you can scroll, find, etc.

Should you want to go the PDF route, I suggest going to CNET and typing free PDF creator. I would select one of the ones that has both the highest user and editor ratings. When you find one of your choosing, install it, but always, always, always, select CUSTOM INSTALL, and deselect any and all extra crap that may be there to piggyback on your install (such as browser search addins and the like).

Once you've installed your PDF software, you can use it just as you would the XPS "printer" above (it will be one of your options). I think, though can't recall, that I use PrimoPDF:

http://www.primopdf.com/

I saw a respondent above mention Cute PDF, so I looked it up:

http://www.cutepdf.com/products/cutepdf/writer.asp

It seems to support all versions of Windows. Though, I can't vouch for it as I've never tried it.

Best of luck to you, and let me know if you need further help.


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