How to Forward Bank Statements to StatementOrganizer from the Gmail App (iPhone)

Avoid the manual uploads — you can forward email statements from your bank to StatementOrganizer.com from your iPhone. Here's how.

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 Gmail address, so register it:

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

The easy way: set the filter once, on the web

The Gmail iPhone app can't create forwarding filters by itself — but filters made on the web apply to your whole Gmail account, iPhone included.

Do the one-time setup in a browser:

1. Open Gmail on any computer, or in Safari on your iPhone (tap the aA menu and choose Request Desktop Website).
2. Follow our Gmail (web) guide: verify upload@statementorganizer.com as a forwarding address, then create a filter for your bank's address, the word statement in the subject, and an attachment.
3. Save.

That filter runs on Google's servers, so statements forward automatically — including when mail arrives on your iPhone.

Forwarding a statement by hand from the app

1. Open the statement email in the Gmail app.
2. Tap the ⋯ menu (or reply arrow) and choose Forward.
3. In To, type upload@statementorganizer.com.
4. Check the attachment is included, then tap Send.

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

When forwarding by hand, use the subject line to file the statement into a category.

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 category name exactly as it appears in your settings — e.g. Business Current.
3. Keep the attachment, then tap Send.

A quick check

Forward a past statement from the app 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 Gmail iPhone app at the time of writing; app menus change with updates. Automatic filters are created on the web and apply account-wide. Google Workspace accounts may have forwarding disabled by an administrator.