Can I convert a Discover PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from Discover online do. Scanned paper statements cannot be read.
Discover Statement to Excel: Download and Convert
How to download a Discover statement, and convert it from PDF or CSV to Excel, QuickBooks or Xero in your browser.
insytesBI provides estimates for informational purposes only, not financial, tax or accounting advice.
Discover statements
- What Discover gives you
- CSV or Excel spreadsheet, and PDF statements
- How far back
- Discover does not publish a single figure for how far back a download reaches, and reports vary by account. For older months, use your PDF statements.
- How we read it
- Discover files have a Trans. Date and a Post Date, and show purchases as positive amounts. insytesBI uses the transaction date and flips the card signs, so purchases count as money out.
Download your Discover transactions
- Sign in at discover.com on a computer.
- Open your card account and go to its transaction activity.
- Choose the statement period or date range you want.
- Select Download, choose CSV, and save the file.
Frequently asked questions
What does Discover let me download?
CSV or Excel spreadsheet, and PDF statements
How far back can I download Discover transactions?
Discover does not publish a single figure for how far back a download reaches, and reports vary by account. For older months, use your PDF statements.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.