How to Create Reminders in the Reminders Section

Beyond the reminders StatementOrganizer's AI suggests automatically, you can also create your own — perfect for anything specific to your life that your statements alone wouldn't reveal.

To create a reminder:

1. Open Reminders from the menu at statementorganizer.com.
2. Click New Reminder.
3. Give it a clear title, like "Renew car insurance" or "Pay quarterly taxes."
4. Set the date — and if it repeats, choose how often (weekly, monthly, yearly, or a custom schedule).
5. Save it, and you're done.

Reminders can be as simple or detailed as you like. Add a short note if you want extra context for your future self, such as an account number or a link to the provider's website.

Once created, your reminder appears alongside any AI-suggested ones in a single, easy-to-scan list — sorted by upcoming date so you always know what's next. You'll get a timely notification as the date approaches, so you can act before it's too late.

This is especially handy for things statements can't predict, like a passport renewal, an insurance policy review, or a personal savings goal deadline.

Reminders take under a minute to set up but can save you from late fees, lapsed coverage, or missed opportunities. Head over to Reminders on StatementOrganizer and add your first one today.