Convert a Discover bank statement to Excel
Convert a Discover statement PDF to Excel or CSV right in your browser — date, description, amount and balance are detected automatically, with a row-by-row balance check, and your statement is never uploaded. Discover statements use this layout: Credit-card statement: Trans Date, Post Date, Description and Amount. Text-based PDFs downloaded from Discover online banking convert most accurately.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
How we read a Discover statement
- Columns：Credit-card statement: Trans Date, Post Date, Description and Amount.
- Date format：MM/DD/YY
- Best source：Download the PDF from Statements in your Discover account.
Watch-outs for Discover statements
- Discover uses a single amount column where money out is negative and money in is positive. Watch for a transaction whose minus sign sits ambiguously — the balance check is what catches a flipped sign here.
- Multi-line descriptions (a long merchant name wrapped onto two lines) are the most common cause of a shifted row — if a row doesn't reconcile, that's the first thing to check.
- Transactions that carry over a page break, and the opening/closing balance lines, are handled separately from regular rows; verify the first and last rows of each page after a multi-page statement.
How to convert a Discover statement
- 1Download your Discover statement as a PDF from online banking.
- 2Drop the PDF into the converter below — it parses locally.
- 3Review the detected columns and the balance check; verify any flagged rows.
- 4Export to Excel, CSV, or QuickBooks/OFX.
Frequently asked questions
No. The entire conversion — reading the PDF, detecting columns, the balance check and building the Excel file — runs locally in your browser. Your Discover statement is never uploaded or sent to any AI.
Download the PDF from Statements in your Discover account.
Discover text-based PDFs are in the sweet spot and convert accurately at the row level. Either way, verify key figures before use — the row-by-row balance reconciliation flags suspect rows for you.
Updated · StatementSift team