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Forum Discussion
how to save bank statements to Dropbox
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 ...
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!
Jay
Dropbox Staff
Dropbox StaffHi 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!
Okay, thanks. I've made screenshots.
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.
..yes, this is on Android.
- Jay
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.
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!
