# 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

Written by Ryan Perlman  
November 12, 2024

## 1. About

- 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.

1. [How to export a CSV file of your transactions from your Discover account](https://help.finaloop.com/en/articles/9268607-discover-bank-how-to-upload-your-csv-bank-statements#h_07b9557a8f)
2. [How to export a bank statement from your Discover account](https://help.finaloop.com/en/articles/9268607-discover-bank-how-to-upload-your-csv-bank-statements#h_64a8fc3635)

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## 2. Exporting a **CSV file** of your Discover transactions

### Here's your step-by-step guide on 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](https://www.discover.com/) using your username and password.
2. Click on **Activity**.
3. Select **Search Transactions** from the dropdown menu.

4. Look for **Date** and enter in the date range listed in your mission.
5. Click on **Search.**

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

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.

8. Head over to your [mission](https://home.finaloop.com/missions) in Finaloop, and upload your CSV file.

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## 3. Exporting a **bank statement** from your Discover account

### Here's your step-by-step guide on 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**.

3. Click on the dropdown in the middle of the screen, and select **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.

5. Head over to your [mission](https://home.finaloop.com/missions) in Finaloop, and upload your bank statement pdf.

If you have any questions or trouble finding the information you need, feel free to contact us at [books@finaloop.com](mailto:books@finaloop.com)!