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how to save bank statements to Dropbox

how to save bank statements to Dropbox

Scott E.3
Helpful | Level 5

Hi,

 

It doesn't seem like my question fits exactly into any of the categories. My credit union's website hasn't been working well lately, so I can't log on with my computer and download account statements. The only way I can access them for now is to open my banking phone app. I can see the PDF statements, but they're tiny, and it's inconvenient to reconcile accounts while looking at that tiny PDF on my phone. 

 

I've tried several times to save a statement to Dropbox so that I can access it on my computer. This last time I halfway succeeded: The first time I opened a PDF statement in my banking app that day, I had an option to save it somewhere, and I tried to save it to Dropbox. I don't remember why now, but the only option was to save it to a folder called "Sent files." With subsequent PDFs I no longer had the option of saving it, only of "sharing" it. So I could share it on social media, or email it, but those options did not appeal to me. I tried to find that "Sent files" folder on my computer and on the Dropbox website, and could not find it anywhere. Later on, that folder appeared mysteriously in the main folder I use on Dropbox. But it was empty, so I deleted it. On the following day, the folder had reappeared there and my account statement was inside it. But that folder really doesn't belong there, and I don't want it to reappear in that location.

 

So I'm still looking for an easy, reliable way to get bank statements immediately from my phone to my computer.

1 Accepted Solution

Accepted Solutions

Re: how to save bank statements to Dropbox

Scott E.3
Helpful | Level 5

Hello Jay,

 

Thank you for your reply. Yes, just like you stated, I did not see the option "Save to my Dropbox" available anywhere, so the only options I could find were those undesired "sharing" icons, so I kept looking through those to find what I needed. Today I tried opening my banking app again on my phone, and went to the account statements. This time after I clicked to view the PDF with Dropbox, I did see an option at the bottom of the screen, "Save to my Dropbox," and I was able to use that to save the file to a folder of my choosing. So that's very good! As long as that option will always pop up for me in these cases in the future, then my problem is solved. If I run into the same problem again later, then perhaps I will just reinstall the Dropbox app on my phone to eliminate any possible glitches. Thank you for your help!

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5 Replies 5

Re: how to save bank statements to Dropbox

Jay
Dropboxer

Hi @Scott E.3, thanks for posting.

 

It depends on how the banking app saves files to your device and then how you upload it. Are you using an Android or iOS device?

 

Do you manually upload it to Dropbox via the official Dropbox mobile app, or are you using a shortcut or another method to do so?

 

Any other info or screenshots would be helpful!


Jay
Community Moderator @ Dropbox
dropbox.com/support


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Re: how to save bank statements to Dropbox

Scott E.3
Helpful | Level 5

Okay, thanks. I've made screenshots.

 

Dropbox issue 2022-11-28 17.32.02.jpgDropbox issue 2022-11-28 17.33.43.jpgDropbox issue 2022-11-28 17.34.04 blurred out details.jpg

 

These three pictures are in sequential order. In my banking app I select a statement I want to see, and it's a PDF so the app asks which program I want to use to view it. I choose Dropbox. In the Dropbox app I can click the share icon, but that doesn't help me since I don't want to send it to anyone (nor do I want to email it to myself). In the third picture my statement is visible so I've smudged it to blur financial details. My timer app is active here but that's not relevant. I can press the three-dots icon and I get these options: copy link, share, and manage access. None of these options are relevant. But when I tried doing this just now, this time the statement I was viewing appeared in a new Sent Files folder in the Dropbox folder on my computer. So that's good! But I had no idea how to make that happen by choice, when I've struggled with it many times before. If statements will always appear in that folder from now on, that will be very helpful and it will work for me. But since this happened by accident, I'm concerned that maybe I don't really have a solution here yet.

Re: how to save bank statements to Dropbox

Scott E.3
Helpful | Level 5

..yes, this is on Android.

Re: how to save bank statements to Dropbox

Jay
Dropboxer

It looks like you're trying to share the file via Dropbox, and not add it to your Dropbox account. 

 

When you preview a PDF file, you should get an option at the bottom to 'Save to my Dropbox'. Do you see that option when you immediately preview the file? I don't see this image in your reply.


Jay
Community Moderator @ Dropbox
dropbox.com/support


Heart Did this post help you? If so, give it a Like below to let us know.
:arrows_counterclockwise: Need help with something else? Ask me a question!
:pushpin: Find Tips & Tricks Discover more ways to use Dropbox here!
:arrows_counterclockwise: What do you think about the Community? Fill out our survey here!

Re: how to save bank statements to Dropbox

Scott E.3
Helpful | Level 5

Hello Jay,

 

Thank you for your reply. Yes, just like you stated, I did not see the option "Save to my Dropbox" available anywhere, so the only options I could find were those undesired "sharing" icons, so I kept looking through those to find what I needed. Today I tried opening my banking app again on my phone, and went to the account statements. This time after I clicked to view the PDF with Dropbox, I did see an option at the bottom of the screen, "Save to my Dropbox," and I was able to use that to save the file to a folder of my choosing. So that's very good! As long as that option will always pop up for me in these cases in the future, then my problem is solved. If I run into the same problem again later, then perhaps I will just reinstall the Dropbox app on my phone to eliminate any possible glitches. Thank you for your help!

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    Scott E.3 Helpful | Level 5
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