neatstatement

Discover credit card statement to Excel

Drop a Discover card statement and get a spreadsheet with the columns split the way the statement prints them. The file stays in your browser.

Drop your Discover statement here

or click to choose a file · nothing is uploaded

What a Discover statement looks like

ColumnsTrans Date · Post Date · Description · Amount · Category
DatesTwo: transaction date and posting date
SectionsPayments and Credits · Purchases · Cash Advances · Fees

Discover is the only major issuer that prints a spending category on each line, such as Gas, Restaurants or Merchandise, because its cashback programme depends on it. That makes its statements the most useful of the group once converted, since the categorisation is already done for you.

How Discover writes its transaction lines

Discover keeps its merchant text short and already cleaned up, closer to a display name than the raw acquirer string most issuers pass through. Combined with the category column it means a converted Discover statement needs less tidying than anything else here, which is why it is the one to start with if you are building a spending sheet from several cards.

What to check afterwards

The category column sits at the far right and is short, so it can be mistaken for part of the amount column. Check a row where the category is a single word: if it landed next to the figure, the two columns merged.

Where to download your Discover statement PDF

The Statements section of your Discover account. Discover also offers CSV downloads of recent activity, which is genuinely good, so check whether the period you need is covered before converting anything.

Several cycles to combine? Merge the converted files, then check for duplicates where they overlap. Moving the result into accounting software: the QuickBooks route.

Discover statement questions

Is the category column worth keeping?

Yes. It is the single most useful column on any card statement in this list, and no other issuer prints it. If you are building a spending sheet, it is the reason to start with the Discover statement rather than the bank one.

The category ended up beside the amount. What happened?

The category column sits at the far right and is narrow, so it can read as part of the amount column. Check a row where the category is a single word: if it landed next to the figure, the two merged.

Card statements carry no running balance, so the arithmetic check that verifies a bank statement cannot run here. Why that matters. On scans and how nothing is uploaded: read the details.

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