Skip to content

Cash Sweep Checking Account Plugin, Bank of America - Helps us invest the money in our Bank of America checking account. Sends us email notifications daily when our checking account balance is too low or too high. Graphs out our checking account balance, so we can fine-tune our automatic investments. Generates about $300/year in financial value.

Notifications You must be signed in to change notification settings

ScottyB55/cash_sweep_checking_boa

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

7 Commits
 
 
 
 

Repository files navigation

Cash Sweep Checking Account Plugin, Bank of America

Summary

Helps us invest the money in our Bank of America checking account. Sends us email notifications daily when our checking account balance is too low or too high. Graphs out our checking account balance, so we can fine-tune our automatic investments. Generates about $300/year in financial value. It's easier to do with Wells Fargo than Bank of America.

Reliability

I've been running this since May 2024, and it works well. It has error handling too. Note: my Bank of America direct deposits stopped for a few weeks starting Mid-November 2024, so I could take advantage of a Citadel checkinga account promotion.

Implementation

Google Apps Script. It's straightforward to set up and run automatically daily. Reach out to Scott for more details - srburnett111@gmail.com

Examples & Useful Documents

Daily Balance Log Example
Google Docs Link with Details
Script Tuning Tool

About

Cash Sweep Checking Account Plugin, Bank of America - Helps us invest the money in our Bank of America checking account. Sends us email notifications daily when our checking account balance is too low or too high. Graphs out our checking account balance, so we can fine-tune our automatic investments. Generates about $300/year in financial value.

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published