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
On the web, go to Settings → Account → Add statements by email; in the iOS app, open Settings → Add by email. Choose Enable email forwarding and Sortlumo generates a private address just for you. It's the same address on every device.
- 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 on the web or in the iOS app and choose 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.
Was this page helpful, or is something missing?
Contact support