Discover + KashFlow: Bridge the Gap
Need to get your Discover Financial Services bank statement into KashFlow? 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, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out) for KashFlow import.
How BankScan AI Converts Discover for KashFlow
BankScan AI's CSV export works directly with KashFlow's bank statement import feature. Upload and match transactions in minutes. 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 KashFlow
Our AI parses Discover's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into KashFlow
In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions. Upload the CSV from BankScan AI and confirm the column mapping.
KashFlow Import Tip
Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
Discover to KashFlow 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
- KashFlow formatted — Output as CSV with Date, Reference, Amount — KashFlow uses a single amount column where positive is money in and negative is money out
- Date conversion — Converts MM/DD/YYYY to DD/MM/YYYY automatically
Import Discover Data into KashFlow
After converting your Discover statement with BankScan AI:
- In KashFlow, go to Bank > Bank Accounts > select your account > Import Transactions
- Upload the CSV from BankScan AI and confirm the column mapping
Common Import Issues
KashFlow can reject imports if the CSV has blank rows between transactions or if the date column has inconsistent formatting across rows.
Import Discover into KashFlow Today
Automatic date conversion (MM/DD/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Discover to KashFlow Free