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Discover - Uploading your transactions & bank statements (CSV or PDF) to Finaloop

Connect Discover to Finaloop Accounting and, when we ask, export a CSV of your transactions or a PDF statement and upload it, so your Discover account stays accurate in your books.

Written by Ryan

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Applies to: Finaloop Accounting

Finaloop Accounting, Finaloop's real-time bookkeeping and accounting service, imports your Discover activity automatically once you connect Discover as a bank account, and you can export a CSV of your transactions or a PDF statement from Discover and upload it whenever we need data the connection can't provide.

In certain cases, we may need your help getting transactions or reports we can't import automatically from your bank or financial institution. We'll ask for these in a mission, a task in My missions where we ask you for information we need. Here's how to connect Discover, how to find the relevant reports in your Discover account, and how to upload them to Finaloop.

1. Connect Discover to Finaloop

Discover connects to Finaloop automatically through Plaid, a secure service that links bank accounts, so your transactions flow into your books without uploads. If Discover isn't connected yet, follow these steps:

  1. Go to Settings → Banks & Credit Cards.

  2. Click Connect banks and cards.

  3. In Select institution, search for Discover and select Discover Bank.

  4. Follow the on-screen instructions to sign in to Discover and choose your accounts.

Your Discover account then appears in Banks & Cards → Accounts overview.

When we ask you to upload files

Once Discover is connected, you only need to upload files when we ask for them in a mission on your Discover account. This usually happens when:

  • We need transactions from before your connection's history starts, or for a period the connection missed. We'll ask for a CSV.

  • We need to confirm your balances, for example during onboarding or at year end. We'll ask for PDF bank statements.

2. Exporting a CSV file of your Discover transactions

This guide will walk you through downloading a CSV file containing your transaction history for your Discover account. Discover's Search Transactions page covers up to 24 months of history, so for older periods we may ask for PDF statements instead.

What you'll need to export a CSV

  • Your Discover account login credentials (Username & Password)

Steps to export a CSV

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

  2. Click Activity.

  3. Select Search Transactions from the dropdown menu.

    Discover account home with the Activity menu open and its Search Transactions option outlined.

    ① Activity, ② Search Transactions.
    ​

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

  5. Click Search.

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

  7. In the Download Options pop-up, select CSV and click Download. Your CSV file will be downloaded and saved to your device.

    Discover Download Options pop-up with the CSV option and the Download button outlined.

    ① CSV, ② Download.
    ​

  8. Head over to your mission in Banks & Cards → Accounts overview and upload your CSV file, following the steps in "Uploading your CSV or PDF to Finaloop".

3. Exporting a bank statement (PDF) 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 keep your books accurate. Your Discover statement PDFs stay available in your account even after the 24-month window for transaction details.

What you'll need to download a statement

  • Your Discover account login credentials (Username & Password)

Steps to download a statement

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

  2. Click All Activity & Statements.

  3. Click the Show me dropdown in the middle of the screen and select View Previous Statements.

    Discover Activity & Statements page with the Show me dropdown open and View Previous Statements outlined.

    ① Show me, ② View Previous Statements.
    ​

  4. Select the year of statements your mission asks for. On the right side of your screen, under Activity Summary, find the statement dates listed in the mission and click PDF. Your statement file will be downloaded and saved to your device. Repeat for each month we ask for.

    Discover Previous Statements view with the 2026 Statements row and the PDF links in Activity Summary outlined.

    ① 2026 Statements, ② PDF.
    ​

  5. Head over to your mission in Banks & Cards → Accounts overview and upload your PDF file, following the steps in "Uploading your CSV or PDF to Finaloop".

4. Uploading your CSV or PDF to Finaloop

  1. In Banks & Cards → Accounts overview, click Review on your Discover account (the button shows the number of open requests, for example Review (1)).

  2. Click Review on the request.

  3. Click Upload attachments (for a CSV request) or Upload PDF Statement (for a statement request) and choose your file.

  4. Click Submit.

You'll see Data submitted successfully once your file is on its way to us.

Tip: Upload your CSV in its original format and currency, and avoid converting a PDF into a CSV or altering any data.

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Need help?

If you have any questions or trouble finding the information you need, feel free to contact us at [email protected]!

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