How to Auto-Forward Bank Statements to StatementOrganizer in Mozilla Thunderbird

Avoid the manual uploads — you can forward email statements from your bank to StatementOrganizer.com automatically using Mozilla Thunderbird. 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 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 message filter

Step 1: Open Message Filters

1. Open Thunderbird.
2. Click the menu button (three lines, top right), then Message Filters.
3. Make sure the correct account is selected at the top, then click New.

Step 2: Set the conditions

1. Name the filter, e.g. Forward statements to StatementOrganizer.
2. Set Match all of the following.
3. Add From — contains — your bank's sending address.
4. Add Subject — contains — statement (or the word your bank uses).

Step 3: Set the action

1. Under actions, choose Forward Message to.
2. Type upload@statementorganizer.com.
3. Click OK to save.

One thing to know: Thunderbird filters run on your computer, so Thunderbird needs to be open and collecting mail for forwarding to happen. If it's closed when a statement arrives, the filter runs the next time you open Thunderbird and it fetches the message.

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 filter 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 contains your filter word.

This guide reflects Mozilla Thunderbird at the time of writing; menu positions vary slightly by version and operating system. Thunderbird filters run locally, so the app must be open and fetching mail for automatic forwarding to occur.