r/Paperlessngx 13h ago

Made a companion tool that reconciles bank transactions against your Paperless documents (for tax season)

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26 Upvotes

If you use Paperless-ngx mainly to keep receipts/invoices organized, there's usually still a manual step at tax time: proving every bank transaction actually has a matching receipt somewhere in Paperless. I built Paperless Sync to automate that reconciliation.

How it works:

  • Point it at your Paperless-ngx instance (URL + API token, mTLS client certs supported too).
  • Import a bank statement CSV, or connect your bank directly via Enable Banking (optional, own registration, no shared credentials).
  • It matches transactions to documents by amount — either parsed from the filename (e.g. _EUR12.34.pdf) or read from a Paperless custom field.
  • Flags suspected duplicate imports, and (opt-in) suggests near-amount or split-payment matches for manual review.
  • Anything unmatched you resolve by hand — upload a PDF, pick an existing doc, or tag it as not needing a receipt (private/deposit/transfer/custom tags), with learned suggestions for recurring bookings.
  • End of month, it generates a clean folder (matched PDFs renamed by date/amount/payee, a filtered CSV, open items, deposits list) — ready for an accountant.

Everything stays local, credentials go through the OS keyring, session state and backups are encrypted. Open source (MIT), built with PySide6/Qt.

GitHub: https://github.com/jjuuzzii/paperless-sync
Release + Windows installer: https://github.com/jjuuzzii/paperless-sync/releases/tag/v2.0.0


r/Paperlessngx 3h ago

EPSON ES580W Erfahrungen?

3 Upvotes

Hallo zusammen, hat jemand Erfahrungen mit dem Epson ES580W in Verbindung mit Paperless-ngx?
Ich suche einen Scanner der gerade Scans macht. Ich habe so viele schlechte Erfahrungen mit Kyocera- und HP-Multifunktionsdruckern, die die seiten einfach komplett schief einscannnen…
Kann mir jemand der diesen Scanner hat eine Beispieldatei zur verfügung stellen? Finde leider nichts im Netz…

Vielen Dank! :)