StatementCheap

Convert Discover statements to Excel, CSV and QuickBooks

Upload a Discover PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

Drop PDF statements here

or choose files. Any bank, any country. Scanned PDFs work too.

5 free pages every day. No sign-up.

🔒 Read on Cloudflare's network · files never stored · never used to train AI

Updated · By the StatementCheap team

How to download your Discover statement as a PDF

If your Discover card hasn't moved to Capital One yet, log in at discover.com or in the Discover app, find the statements section, open the month you need and save it as a PDF. Once your account has moved, it no longer shows on Discover.com or in the Discover app. Sign in on the Capital One website or app instead (Capital One's sign-in page for Discover cards is discover.capitalone.com), open the card and find its statements. Accounts move at different times, and Capital One contacts each cardholder when it's their turn.

What a Discover statement looks like

Discover's example statement opens with an "Account Summary" for the billing period (shown as 09/07/2024 - 10/06/2024): Previous Balance, Payments and Credits, Purchases, Balance Transfers, Cash Advances, Fees Charged and Interest Charged, then New Balance. The "Transactions" section lists "PAYMENTS AND CREDITS" and "PURCHASES" as separate groups, with a transaction date, a "MERCHANT CATEGORY" column for purchases, and the amount. Dates show month and day only, payments and credits carry a minus sign, and there is no running balance column. "Fees and Interest Charged" gives totals for the period and for the year to date, followed by the "Interest Charge Calculation".

Tips for converting Discover statements

Discover card statements list payments, purchases, fees and interest in separate sections. StatementCheap combines them into one list, with purchases as negative amounts and payments as positive, and checks the total against the previous and new balance.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

Can I still get my Discover card statements on Discover.com?
Not once your card has moved. Capital One says that when your account is ready with Capital One, you can no longer view or manage it on Discover.com or in the Discover app, and you use the Capital One website and app instead. Capital One says you'll be able to view the last 7 years of statement history there.
Will my Discover statement change after the move to Capital One?
Capital One says your statement will look very similar to your Discover statement. Authorized users and joint account holders get new cards with their own numbers, but the cards stay linked to the same account, and all their transactions appear on the primary cardholder's statement.
Will my Discover paperless statements carry over to Capital One?
To keep paperless statements after the move, you need to set up online access with Capital One and agree to its paperless terms. Capital One says that if you don't set up online access within 120 days, your paperless setting resets and you receive paper statements by default.
Can I convert Discover statements to Excel?
Yes. Upload the PDF statement from Discover and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Discover credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.