How to Forward Bank Statements to StatementOrganizer in Apple Mail (Mac)

Avoid the manual uploads — you can forward email statements from your bank to StatementOrganizer.com using Apple Mail on your Mac. Because reliably keeping the attachment matters here, read the note in Step 3 carefully.

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.
2. Go to your user settings.
3. Find alternative email addresses (approved or additional emails).
4. Add each address you'll forward from, and save.

Step 1: Open Rules

1. Open the Mail app on your Mac.
2. In the menu bar, click Mail, then Settings (older versions: Preferences).
3. Click the Rules tab.
4. Click Add Rule.

Step 2: Set the conditions

1. Give the rule a name, e.g. Forward statements to StatementOrganizer.
2. Set If [all] of the following conditions are met.
3. Add From — contains — your bank's sending address.
4. Add Subject — contains — statement (or the word your bank uses).

Step 3: Set the forwarding action

1. Under Perform the following actions, choose Forward Message.
2. Enter upload@statementorganizer.com.
3. Click OK, then choose Apply if prompted.

Important note about attachments: Apple Mail's automatic "Forward Message" rule sometimes does not include the original attachment, and your statement is the attachment. Because of this, the most reliable method with Apple Mail is often to forward statements by hand (below), where the attachment is always included. Also note that Mail rules only run while the Mail app is open on your Mac.

If you'd prefer fully automatic forwarding that runs on the server even when your Mac is off, and you use an iCloud address, you can set up forwarding at iCloud.com instead — sign in, open Mail settings, and use the Rules or Mail Forwarding options there.

Forwarding a statement by hand (most reliable)

1. Open the statement email.
2. Click the Forward arrow.
3. Confirm the attachment is included — if not, drag the statement file into the message.
4. In To, type upload@statementorganizer.com, then Send.

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. Personal Savings.
3. Keep the attachment, then Send.

A quick check

Forward a past statement by hand to upload@statementorganizer.com and confirm it appears in your account, with the attachment. If not, check the sender address is registered in your settings.

This guide reflects Apple Mail on macOS at the time of writing; menus vary by macOS version. Apple Mail's rule-based auto-forwarding is known to sometimes omit attachments and only runs while Mail is open — manual forwarding, or server-side forwarding via iCloud.com, is more reliable for ensuring the statement attachment is included.