RichDue

How to export your Discover transactions

Download the transactions from your Discover credit cards and Discover Bank accounts as a file you can keep, open in a spreadsheet or bring into RichDue.

Checked on against the sources linked under each part. Discover moves its menus from time to time, so each step names the words to look for.

On discover.com

  1. Sign in at discover.com and open “Activity & Statements” (or “All Activity”).
  2. Choose a statement or a date range.
  3. Select “Download” (sometimes “Download Activity”) above the list.
  4. Choose the file type and save it.

The Discover app shows recent activity; Discover’s help sends you to discover.com for the full history, so download there.

Sources: Transactions FAQ (Discover) · How to export Discover transactions (Tiller)

Which file to choose

Choose CSV. Guides disagree on whether Quicken (QFX) is still offered; if your screen shows it, take QFX instead.

  • CSV
  • Excel, on some accounts
  • PDF statements

Sources: How to export Discover transactions (Tiller) · Discover card CSV export and its columns (BankXLSX)

How far back you can go

Up to 24 months of transactions on discover.com. Only posted transactions are in the file, not pending ones.

Sources: Transactions FAQ (Discover) · Discover card CSV export and its columns (BankXLSX)

What’s in the file

Purchases are positive and payments negative, the opposite of most banks.

  • Trans. Date, Post Date, Description, Amount, Category

Sources: Discover card CSV export and its columns (BankXLSX) · How to export Discover transactions (Tiller)

What RichDue handles for you

  • Discover prints purchases as positive numbers. RichDue flips them so spending is negative like your other accounts.

Source: Discover card CSV export and its columns (BankXLSX)

Bring it into RichDue

Start free, answer six questions, then open Import and drop the file. RichDue shows every row before anything is saved: duplicates, transfers between your accounts and categories are marked, and you confirm.

Screenshots, bank alerts, statements or two taps: RichDue reads them, catches duplicates and asks before saving.

Reviewing a Chase card file before anything is saved: 729 new transactions, 26 already imported and 23 transfers, each row with its date, merchant, suggested category and amount, and Add 729 transactions at the foot.
Every row waits for your OK: duplicates, transfers and categories marked before anything is saved.

Free to start

Your Discover file, in one plan.

RichDue reads the file, catches duplicates and transfers, and asks before saving. Then it shows your net worth today and the next 12 months, bonus and taxes included.

Start free

Free to start, no card. Your first statement adds 14 days of Pro.