Add statements by email
Forward a statement email and Sortlumo reads the PDF automatically.
Instead of downloading a PDF and uploading it, you can forward the statement email straight from your bank to a private Sortlumo address, and it'll be added for you.
- 1
Get your private address
Go to Settings → Add statements by email and choose Enable email forwarding. Sortlumo generates a private address just for you.
- 2
Forward a statement email
When your bank emails you a statement (or you have one saved), forward it to that address. Sortlumo reads the PDF attachment and adds it.
- 3
Watch for the reply
You'll get an email back confirming it was added — or letting you know if the attachment wasn't a statement.
Anyone who has your forwarding address can add statements to your account. Don't share it. If it ever leaks, open Settings and Generate a new address — the old one stops working immediately.
Forwarded statements count toward your monthly parse quota, the same as uploads. See Plans, quotas & pricing.
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