About Discover statements
Discover card statements list each transaction with a Trans. Date and a Post Date, grouped under labels such as Payments and Credits, Merchandise, Restaurants, Supermarkets and Gasoline, with the label printed beside the first row of each group. Payments and credits print with a minus sign. Utilly reads every group into one list, joins descriptions that wrap onto a second line, ignores the Cashback Bonus box and checks Previous Balance against New Balance.
Works with Discover Discover it, Discover it Secured, Miles, Chrome and other Discover card statements. Layout tested: Group labels beside the first row, Trans./Post dates, '$' printed apart, Cashback Bonus box.
Group by group: what we read on a Discover card statement, secured card deposit tables, and how far back Discover statements go →
Why Xero?
In Xero, add the card as a Credit Card bank account, then click the account's menu icon (⋮) and choose Import a Statement. Xero (US and Canada) can read some PDF statements directly; the Xero CSV works everywhere and is verified against your New Balance first.
Rather import an OFX file than a CSV? The same results page has one, and Xero takes it under Import a Statement with no column mapping: see bank statement PDF to OFX.
Import failing, dates swapped or a balance that won't match? See Xero bank statement import errors and how to fix them.
Already have a CSV or Excel export from your bank? The free CSV to Xero converter turns Debit and Credit columns into one signed Amount and writes Xero's import layout.
Weighing Xero's own PDF import, Hubdoc or another converter? See bank statement to Xero converters compared.
Pricing
Preview any statement free. A $9 pack unlocks 5 full statements in every format, with no expiry and no subscription. Bookkeepers with many clients can go unlimited for $19/month. See pricing.
