Can I import a Discover PDF into Sage directly?

No. Sage imports CSV, not PDF. Convert your Discover statement to CSV first, then import it.

Is my Discover statement stored anywhere?

No. Your PDF is processed in memory to extract the transactions and is never stored.

What file formats does Sage import?

Sage Accounting imports CSV and OFX bank statements. It doesn't read PDF, so convert the statement to CSV first.

Discover → Sage

Convert a Discover statement to Sage

Sage won't read a PDF, and Discover won't export straight to Sage. Convert your Discover statement into a clean, categorized CSV, then import it into Sage Accounting in a couple of clicks.

Drop a PDF here, or click to choose

PDF up to 12 MB

Why Discover statements don't import into Sage directly

Sage imports bank data from CSV, not PDF, so a Discover statement has to be converted first. Discover prints its own category column; the converter maps it onto a consistent category set across all your accounts. You get one clean, Sage-ready ledger instead of fighting merged cells and split columns.

How to import a Discover statement into Sage Accounting

1. Convert the statement. Upload your Discover statement PDF and download the categorized CSV.
2. Open the bank account. In Sage Accounting: Banking → select the account → Connect/Import → Import Statement.
3. Map & import. Map Date, Amount, and Description to the CSV columns and import.

Frequently asked questions

Can I import a Discover PDF into Sage directly?: No. Sage imports CSV, not PDF. Convert your Discover statement to CSV first, then import it.
Is my Discover statement stored anywhere?: No. Your PDF is processed in memory to extract the transactions and is never stored.
What file formats does Sage import?: Sage Accounting imports CSV and OFX bank statements. It doesn't read PDF, so convert the statement to CSV first.

Export Discover to another tool

QuickBooks Xero Excel Google Sheets Wave FreshBooks Zoho Books FreeAgent

Convert another bank to Sage

Chase Bank of America Wells Fargo Citibank Capital One American Express U.S. Bank PNC

Related guides

How to Import Bank Statements into Sage
How to get transactions from a PDF bank statement into Sage using a CSV — the columns Sage expects and how to prepare the file in seconds.
How to Convert a Bank Statement PDF to CSV
The fastest way to turn a bank statement PDF into a clean CSV — what a CSV needs to contain, why manual methods break, and how to do it in seconds.
How to Convert a Scanned Bank Statement to CSV
Scanned or photographed bank statements have no selectable text, so most converters choke on them. Here's how to turn an image-only PDF into a clean CSV.
How to Import Bank Statements into QuickBooks
How to get transactions from a PDF bank statement into QuickBooks Online using a CSV — the format QuickBooks expects, and how to prepare it in seconds.

Not affiliated with Discover or Sage Accounting. Your statement is processed in memory to extract transactions and is never stored.