Automated Vanguard Contribution Tracking
Every Monday, WebRun opens Vanguard, reads the contributions posted to each account for the current contribution year, works out how much room is left against the limit you set, opens a Trello card for any account still unfunded, and sends you the totals in Telegram.
How do I track how much contribution room I have left this year?
WebRun opens Vanguard every Monday, reads the contributions posted to each of your accounts for the current contribution year, and compares them against the limit you set. It cards any account still unfunded in Trello and sends the totals and days remaining to Telegram, so nothing is left unfunded by accident.
- You see the year's remaining room every Monday, not in December
- Uninvested cash sitting in a settlement fund gets flagged
- Accounts that hit their limit drop off the list on their own
Built for long-term savers · retirement planners · household finance managers · self-employed savers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
vanguard.comin a real browser with your saved login - no setup, no API keys. -
1
Vanguard - read this year's contributions
vanguard.com
WebRun opens Vanguard to read this year's contributions. - Open Vanguard and list every account you are tracking
- Read the transactions for each account and pick out contributions tagged to the current contribution year
- Total the contributions per account and note any money sitting uninvested in the settlement fund
Done when Every tracked account has a contribution total for the current year.
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2
Trello - card the unfunded accounts
trello.com
WebRun opens Trello to card the unfunded accounts. - Compare each account's total against the annual limit you entered for it
- Create or update a card for any account with room still unused, showing the amount and the deadline
- Move accounts that reached their limit to the Done list
Done when Every account with room left has a current Trello card.
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3
Telegram - send you the remaining room
telegram.org
WebRun opens Telegram to send you the remaining room. - Send a short message with contributed to date, room remaining, and days until the deadline
- List the accounts furthest from their limit first
- Flag any cash sitting in a settlement fund that was never invested
Done when You have this week's contribution position in Telegram.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it move money or make a contribution for me?
No. WebRun only reads your Vanguard accounts and reports the numbers. It never transfers funds, buys, sells, or changes an automatic investment. Every contribution stays your decision.
Where do the annual limits come from?
From you. You enter the limit that applies to each account when you set the run up, and WebRun compares your posted contributions against that figure each week.
Does it count contributions made for last year?
Only if you ask it to. By default it reads contributions tagged to the current contribution year, and it can list prior-year contributions separately while that window is still open.
Related templates
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