Convert a Discover card statement PDF to Excel, categorized.
Upload any Discover it, Discover Miles, or Discover Bank statement PDF. Sortlumo pulls every transaction, normalizes merchants, categorizes across 22 buckets, and flags recurring charges — Excel export included.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Discover.
Sign in to discover.com
Go to discover.com on desktop and open your card or Discover Bank account.
Open Statements
Click "Statements" from the account menu. Discover keeps years of statements available online.
Download a statement
Choose the billing period and download the PDF.
Drop into Sortlumo
Drag the Discover PDF into Sortlumo. Categorized, filterable, and ready to export in seconds.
Exactly what we extract from your Discover statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including anything you corrected or set a merchant rule for.
Discover statement questions, answered.
Does this work for Discover it Cash Back, Chrome, and Miles?
Yes — every Discover card uses the same statement format, and Sortlumo parses all of them.
Are Discover Bank checking and savings statements supported?
Yes. Discover's online checking and savings statements are text-based PDFs that Sortlumo parses alongside its cards.
Can I categorize cashback and finance charges separately?
Yes. Statement credits and cashback show as their own lines, and Sortlumo's Fees category captures finance and late charges so they're easy to isolate.
Is any of my Discover data shared?
No. Sortlumo never links to Discover. Your PDF stays encrypted in your account and is deletable anytime.
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New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first Discover PDF. See it categorized in under a minute.
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