How to Forward Bank Statements to StatementOrganizer from the Outlook App (iPhone & Android)

Avoid the manual uploads — you can forward email statements from your bank to StatementOrganizer.com straight from your phone. Here's how to make it work with the Outlook app.

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's 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 rule once, on the web

The Outlook mobile app doesn't create automatic forwarding rules by itself. But rules you create on the web apply to your whole account — including the app on your phone.

So the simplest approach is:

1. Open Outlook.com in any browser (phone or computer).
2. Follow our short Outlook.com guide to create the forwarding rule — filter by your bank's address, the word statement in the subject, and an attachment.
3. Save.

That rule now runs on Microsoft's servers, so your statements forward automatically no matter where you read your mail — including the Outlook app.

Forwarding a statement by hand from the app

You can also forward any statement manually, right from your phone:

1. Open the statement email in the Outlook app.
2. Tap the ⋯ menu (or the 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, you can file the statement into a category using the subject line.

Whatever you type as the subject is matched against your set-up categories. An exact match files it there automatically.

1. When forwarding, clear the subject line.
2. Type the category name exactly as it appears in your StatementOrganizer settings — e.g. Personal Savings.
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 Outlook mobile app at the time of writing; app menus change with updates. Automatic forwarding rules are created on the web and applied account-wide; workplace accounts may block external forwarding by policy.