How to Auto-Forward Bank Statements to StatementOrganizer in Outlook.com (Web)

Avoid the manual uploads — now you can simply forward email statements from your bank account to StatementOrganizer.com automatically! Set up your email in the browser following the steps below — it takes under 5 minutes.

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 StatementOrganizer needs to recognise it:

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

Missing this step is the most common reason a forwarded statement doesn't appear.

Set up automatic forwarding

Outlook.com uses the same Rules panel as the New Outlook app, so the steps are almost identical.

Step 1: Open Rules

1. Sign in to Outlook.com in your browser.
2. Click the Settings gear icon (top right).
3. Click Mail, then Rules.
4. Click Add new rule.

Step 2: Name the rule and add conditions

1. Name it Forward statements to StatementOrganizer.
2. Add condition From — the address your bank sends statements from.
3. Add condition Subject includes — type statement (and any other words your bank uses).
4. Add condition Has attachment.

All three apply together, so only matching emails are forwarded.

Step 3: Add the forwarding action

1. Under Add an action, choose Forward to.
2. Type upload@statementorganizer.com.

Step 4: Save

Click Save. Your genuine statement emails will now forward on their own.

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. Replace the subject with the category name exactly as it appears in your settings.
4. Keep the attachment, then Send.

This works on manual forwards only — the automatic 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 and that the subject line contains your filter word.

This guide reflects Outlook.com on the web at the time of writing; Microsoft updates the interface periodically. Work or school Microsoft 365 accounts may block external auto-forwarding by policy.