The importance of digitizing and organizing bank statements is rising in the digital age. People can benefit from improved accessibility, convenience, and security by digitizing paper statements. With mobile applications, customers can quickly collect, save, and organize bank statements on their smartphones and tablets.
Mobile applications are helpful since they allow for rapid and straightforward scanning, automated classification, and practical search and retrieval of statements. This post examines the best applications for properly digitizing and organizing bank statements.
7 Best Apps to Organize Your Bank Statements Online
#1. Wells Fargo
Wells Fargo provides the most excellent app for managing your online bank statements. You may easily view and contain your statements using our app from any location. You can quickly organize and keep track of your financial data with the help of the app, which offers a thorough overview of your accounts, transactions, and statements.
Guide to organizing bank statements with the Wells Fargo app:
- Install the Wells Fargo app on your tablet or smartphone by downloading it.
- Use your login and password to access your Wells Fargo account.
- Select the account for which you wish to see the bank statements by navigating to the “Accounts” section.
- Search the account details for the “Statements” page or option.
- Choose the applicable statement period to see or download the statement in PDF format.
- Organize the statements using the programme’s tools, such as creating folders or labeling transactions for quick access.
As necessary, repeat the procedure for other accounts or statement periods.
#2. Bank of America
Bank of America provides the finest app for organizing your online bank statements. Thanks to its user-friendly UI and robust features, you can view and manage your notifications immediately from your mobile device.
You can effectively organize and keep track of your financial data with the help of the app, which offers a thorough overview of your accounts, transactions, and statements. You can even use this as a bank statement maker to generate statements. Our tutorial will show you how to efficiently organize your bank statements using the Bank of America app.
Guide to organizing bank statements with the Bank of America app:
- Install the Bank of America app on your smartphone after downloading it.
- Use your login and password to access your Bank of America account.
- Open the app and go to the “Accounts” area.
- Choose the version whose bank statements you wish to view.
- Search the account details for the “Statements” page or option.
- Select the applicable statement period to see or download the statement in PDF format.
To efficiently organize and manage your statements, use the organization tools provided by the app, such as the ability to create folders and tag transactions.
#3. Chime
Chime provides the finest app for organizing your online bank statements. Thanks to its user-friendly layout and powerful features, you can conveniently view and manage your statements while you’re on the road.
You can quickly organize and keep track of your financial data with the help of the app, which offers a thorough overview of your accounts, transactions, and statements. You may use the Chime app to effectively organize your bank statements by following the steps in our tutorial.
Here is a how-to for using the Chime app to arrange bank statements:
- On your smartphone, download and install the Chime app.
- Use your login and password to access your Chime account.
- Open the app and go to the “Accounts” area.
- Choose the account whose bank statements you wish to view.
- Search the account details for the “Statements” page or option.
- Select the applicable statement period to see or download the statement in PDF format.
Use the organization tools provided by the programme, such as transaction categorization and folder creation, to efficiently manage and arrange your bank statements.
#4. Chase
Chase provides the finest app for organizing your online bank statements. Thanks to its robust features and user-friendly layout, you can easily view and manage your accounts while on the road. Utilize the Chase app to control and organize your financial details.
Here’s a guide to organizing bank statements with the Chase app:
- Install the Chase Mobile app on your smartphone after downloading it.
- Use your login name and password to access your Chase account.
- Open the app and go to the “Accounts” area.
- Choose the account whose bank statements you wish to view.
- Search the account details for the “Statements” page or option.
- Select the applicable statement period to see or download the statement in PDF format.
I use the app’s organization capabilities, such as labelling or categorizing transactions, to efficiently manage and organize your bank statements.
#5. Varo
Varo provides the most excellent app for organizing your online bank statements. Thanks to its user-friendly layout and extensive functionality, you can conveniently view and manage your statements when you’re on the road. Utilize the Varo app to maintain financial record management and organization.
Here is a guide for using the Varo app to organize bank statements:
- Install the Varo app on your smartphone after downloading it.
- Use your username and password to access your Varo account.
- Open the app and go to the “Accounts” area.
- Choose the account whose bank statements you wish to view.
- Search the account details for the “Statements” page or option.
- Select the applicable statement period to see or download the statement in PDF format.
Utilize the organization tools provided by the app, such as transaction categorization and folder creation, to efficiently manage and arrange your bank statements.
#6. Discover
Discover provides the finest app for organizing your online bank statements. Thanks to its user-friendly layout and extensive functionality, you can view and manage your statements on the road. Utilize the Discover app to keep your financial details under control and organized.
Here is a step-by-step guide to organizing your bank statements using the Discover app:
- From your app store, download and install the Discover app. Open your Discover account and log in.
- Configure the app’s settings to distribute statements electronically.
- To give the app access to your statements, connect your bank account(s).
- By scanning or taking a picture of your current paper statements, you may upload them to the app.
- To make organizing and finding your statements easier, categorize and tag them.
- To discover certain statements fast, use the app’s search feature.
- Set alerts and reminders for crucial financial dates.
When necessary for record-keeping or communication needs, share or export statements.
#7. PNC Bank
PNC Bank provides the finest app for organizing your online bank statements. Thanks to its user-friendly layout and extensive functionality, you can simply view and manage your statements when you’re on the road. Utilize the PNC Bank app to control and organize your financial records.
Here is a tip on organizing your bank statements efficiently using the PNC Bank app.
- Install the app on your device, then log in with your PNC Bank credentials.
- To see statements chronologically go to “Account Statements.”
- Statements may be sorted and filtered by account type, date, or amount.
- Statements can be downloaded for offline use.
- Set up push or email notifications for the automatic distribution of statements.
- To find certain transactions, use the search feature.
- Your financial information’s security is a top priority for PNC Bank.
Utilize the user-friendly features of the PNC Bank app to streamline statement organization.
Conclusion
We have examined the functions and usability of numerous bank statement organization applications and come to a decision. The ideal app to use depends on the demands and tastes of the user. Each app has its advantages.
For effective financial management, bank statements must be organized and digitalized. Users can access, organize, and manage their statements by utilizing the functionality of these applications, which improves financial organization.
A sensible and helpful method to keep on top is to use technology to digitize and organize bank statements.
