How to Forward Bank Statements to StatementOrganizer from Apple Mail (iPhone & iPad)

Avoid the manual uploads — you can forward email statements from your bank to StatementOrganizer.com from the Mail app on your iPhone or iPad.

Before you start

The email address where you can forward your statements to is:

upload@statementorganizer.com

Everything you forward there gets processed into your account automatically.

One important tip: add your email address in your settings

A forwarded email arrives from your address, so register it:

1. Log in to StatementOrganizer.com (your phone browser is fine).
2. Go to your user settings.
3. Find alternative email addresses.
4. Add each address you'll forward from, and save.

Forwarding a statement by hand (works on any account)

The Mail app on iPhone doesn't create forwarding rules itself, but forwarding a statement takes seconds:

1. Open the statement email in Mail.
2. Tap the reply arrow at the bottom, then tap Forward.
3. When asked, choose to Include the attachment.
4. In To, type upload@statementorganizer.com.
5. Tap Send.

For automatic forwarding: use iCloud (if you have an iCloud email)

The Mail app itself can't auto-forward, but if your statements arrive at an iCloud address, you can set up automatic forwarding on the server:

1. In a browser, go to iCloud.com and sign in.
2. Open Mail, then its Settings.
3. Use the Rules option to forward emails from your bank's address to upload@statementorganizer.com.

This runs on Apple's servers, so it works even when your phone is asleep.

(If your statements arrive at a Gmail or Outlook address instead, set up the automatic rule using our Gmail or Outlook.com guide — the rule will apply to mail you read in the iPhone Mail app too.)

Optional: sort your statement into a category as you send it

When forwarding by hand, put a category name in the subject line to file it automatically. The subject is matched against your set-up categories; an exact match files it there.

1. When forwarding, clear the subject line.
2. Type the exact category name from your settings — e.g. Business Current.
3. Keep the attachment, then tap Send.

A quick check

Forward a past statement by hand to upload@statementorganizer.com and confirm it appears in your account. If it doesn't, the usual cause is the sender address not being registered in your settings.

This guide reflects the Mail app on iOS/iPadOS at the time of writing. The Mail app cannot create automatic forwarding rules on the device; automatic forwarding is handled server-side (via iCloud, Gmail or Outlook depending on your email provider). When forwarding manually, choose to include the attachment.