Discover + Coconut: Bridge the Gap
Need to get your Discover Financial Services bank statement into Coconut? Discover uses MM/DD/YYYY and credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance — which needs converting to CSV (Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses) for Coconut import.
How BankScan AI Converts Discover for Coconut
Convert statements from other bank accounts to CSV with BankScan AI and import them into Coconut to get a complete picture of your business finances. Discover checking and credit card statements include cashback rewards and promotional balance details. BankScan AI extracts all financial transactions with reward tracking.
How It Works
Upload your Discover PDF
Drag and drop your Discover statement. Supports PDF with MM/DD/YYYY handling.
AI converts for Coconut
Our AI parses Discover's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Coconut
In Coconut, go to Transactions > Import. Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data.
Coconut Import Tip
Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
Discover to Coconut Features
- Discover optimised — Trained on Discover's credit card format with Transaction Date, Post Date, Description, and Amount columns, plus Cashback Bonus summary; checking uses chronological Date/Description/Amount/Balance with MM/DD/YYYY parsing
- Coconut formatted — Output as CSV with Date, Description, Amount — Coconut accepts a single amount column with positive for income and negative for expenses
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Discover Data into Coconut
After converting your Discover statement with BankScan AI:
- In Coconut, go to Transactions > Import
- Upload the CSV from BankScan AI to bring in transactions from external bank accounts alongside your Coconut banking data
Common Import Issues
Coconut is primarily a banking app — the import feature is designed for bringing in transactions from non-Coconut accounts. Large file imports may time out on mobile.
Import Discover into Coconut Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Discover to Coconut Free