How to Download Discover Statements & Transactions (CSV)
Step-by-step: download Discover statement transactions as a CSV for Excel, how far back it goes, and a free report from it or a PDF statement.
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.
What to expect
Formats Discover offers
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.
When you upload it to insytesBI
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.
Choose CSV. Discover offers CSV or Excel spreadsheet, and PDF statements. A CSV opens in Excel and Google Sheets and is the safest choice for insytesBI; a QFX or OFX file also works in the bank statement tools.
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.
Can I upload a Discover PDF statement instead?
Yes. A PDF statement downloaded from online banking is read directly by the bank statement analyzer and converter. Scanned paper statements cannot be read, because they are a picture rather than text; for those, download the CSV.
Does insytesBI need my bank login?
No. You only upload the file you exported. insytesBI never asks for your bank password or a one-time code, and no website should.