How to Auto-Forward Bank Statements to StatementOrganizer in iCloud Mail (Web)

Avoid the manual uploads — you can forward email statements from your bank to StatementOrganizer.com automatically using iCloud Mail. Because iCloud rules run on Apple's servers, they work even when all your devices are switched off.

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 iCloud address, so register it:

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

Set up a forwarding rule

Step 1: Open Mail settings on iCloud.com

1. In a browser, go to iCloud.com and sign in with your Apple Account.
2. Open Mail.
3. Click the Settings icon at the top of the mailbox list, then choose Settings (or Rules).
4. Open the Rules section and click Add a Rule.

Step 2: Set the condition and action

1. Set the condition If a message is from — and enter your bank's sending address.
2. Set the action Then Forward to — and enter upload@statementorganizer.com.

(iCloud rules are sender-based, so they don't filter by subject word or attachment the way Outlook and Gmail do. If your bank sends other emails from the same address, you may occasionally receive a non-statement email at StatementOrganizer — that's harmless, as only genuine statements get processed.)

Step 3: Save

Click Done to save the rule.

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

When you forward a statement 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. Open the statement and click Forward.
2. In To, type upload@statementorganizer.com.
3. Clear the subject and type the exact category name from your settings.
4. Keep the attachment, then Send.

This works on manual forwards only — the rule keeps the original subject.

A quick check

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

This guide reflects iCloud Mail on the web at the time of writing; Apple updates the interface periodically. iCloud Mail rules are typically sender-based and may not filter by subject or attachment, so consider a sender address used only for statements where possible.