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Uploading Bank CSVs or statements in Finaloop
Discover bank - How to upload your CSV & bank statements
Discover bank - How to upload your CSV & bank statements

This article will help you learn how to export your bank account statement or CSV for your Discover bank accounts

Arad Yampel avatar
Written by Arad Yampel
Updated over a week ago

Overview

  • In certain cases, we'll need transactions or reports we can't import automatically from your bank or financial institution.

  • In this article, we'll explain how to find the relevant reports we need from your Discover accounts and upload them into Finaloop.

How to export a CSV file of your transactions from your Discover account

​What you'll need

  • Your Discover account login credentials (Username & Password)

Steps

  1. Log in to your Discover account using your username and password.

  2. Click on Activity.

  3. Select Search Transactions from the dropdown menu.

    Discover bank: Activity drop down menu

  4. Look for Date and enter in the date range listed in your mission.

  5. Click on Search.

    Discover date range transaction search

  6. A screen with your transactions will appear. Click on Download in the top right corner.

    Discover: Transactions screen

  7. A popup will appear with the option to select an Excel file or CSV. Select CSV and click Download. Your CSV file will be downloaded and saved onto your device.

    Discover: Select CSV export

  8. Head over to your mission in Finaloop, and upload your CSV file.


How to export a bank statement from your Discover account

As part of our onboarding and year end reviews, we may ask for bank statements to confirm your bank balances and ensure your books are 100% accurate.

​What you'll need

  • Your Discover account login credentials (Username & Password)

Steps

  1. Log in to your Discover account using your username and password.

  2. Click on All Activity & Statements.

    Discover: All Activity & Statements

  3. Click on the dropdown in the middle of the screen, and select View Previous Statements.

    Discover: View previous statements

  4. Select the relevant year of statements. On the right side of your screen, locate the relevant statement dates listed in the mission and click on PDF. Your statement file will now be downloaded and saved to your device.

    Discover: PDF Statement

  5. Head over to your mission in Finaloop, and upload your bank statement pdf.

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