Discover Card Transactions Download

Joe Shore's Avatar

Joe Shore

01 Oct, 2022 05:39 PM

Until Sep 20th I had no problems downloading transactions from Discover by selecting the Quicken format. Yesterday, the Discover website no longer lists Quicken as an option. My choices are Excel, CSV, or PDF. How do you import CSV into MoneyDance.

  1. 1 Posted by -Kevin N. on 01 Oct, 2022 05:53 PM

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    Hi Joe,

    You can use CSV files to import into Discover Card.

    Take a look at the following Moneydance KB article.

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/i...

    Besides Moneydance's 'built-in' importer described in the link above, there is an extension the 'CSV Importer' that is more robust and customizable.

    If you have any trouble, post a sample of your CSV file.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by stashu.pub on 01 Oct, 2022 06:44 PM

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    https://github.com/stant/mdcsvimporter2015/releases download

    lets you save your configs for different banks.
    see ** Quick Usage:
    https://github.com/stant/mdcsvimporter2015

  3. 3 Posted by LarryCL on 01 Oct, 2022 08:19 PM

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    Yes this is very disappointing on Discover's part. I've sent them feedback that I am upset they removed the ability to download ofx or qfx transactions. I suggest others do that as well; maybe they will bring the feature back if enough people complain.

  4. 4 Posted by Steve on 01 Oct, 2022 08:38 PM

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    Any tips on importing the CSV file for Discover Card? I was able to import, but roughly half of my transactions show a deposit rather than a payment (no rhyme or reason). I tried the extension but it said the CSV was not compatible. I am just using the normal import function in Moneydance.

  5. 5 Posted by stashu.pub on 01 Oct, 2022 09:01 PM

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    i use it for Discover with MD2015

  6. 6 Posted by Joe Shore on 01 Oct, 2022 11:53 PM

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    Thank you Kevin N., I used the built in importer feature in MoneyDance. For my first attempt, it worked pretty well. For my next attempt, I will change the menu from "amount" and try "Credit Amount" . All my transactions were reversed, maybe that was my problem. If not, I will try "Debit Amount" All other columns downloaded fine.

  7. 7 Posted by Joe Shore on 01 Oct, 2022 11:56 PM

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    By the way, I did call Discover. They advised me the problem is because of Quicken making changes. They did not know when it would be resolved or what will be added back.

  8. 8 Posted by LarryCL on 02 Oct, 2022 01:08 PM

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    They advised me the problem is because of Quicken making changes

    Yeah, I'm sure that's half-true. Quicken may indeed have made changes that now inhibits direct integration with Quicken iteself, but there's no reason that Discover could not continue to offer OFX (which is an open standard) and QFX (which is semi-open) downloads for other person finance software such as Moneydance.

    Keep complaining to them! Maybe we'll get them to bring it back!

  9. 9 Posted by crlinder on 02 Oct, 2022 09:34 PM

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    I've also let Discover know the change is very unhelpful, but I'm not expecting much help on their end. I'll try the CSV module and see how well it works.

  10. 10 Posted by crlinder on 02 Oct, 2022 10:06 PM

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    I was able to import the CSV file from Discover after some experimentation, but cannot get Moneydance to provide a Merge option for the imported transactions. Does anyone have a suggestion how this feature can be activated?

  11. 11 Posted by david.d on 04 Oct, 2022 05:07 PM

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    Thanks to all for the help. I was able to import it using the Debit Amount field. Still less than convenient, as I normally default to Excel for opening CSV files, so this means I now have to decide explicitly every time I have a CSV.

    Already had a useless exchange on the chat, planning to call Discover later today. The whole "it's Quicken's fault" bit is BS. My guess is that they use Intuit's software library to create their QFX / OFX files, and decided they didn't want to pay licensing any more.

    Also, I'm convinced this is an illegal restraint of trade in the U.S., will be filing complaints with the Federal Trade Commission and the Consumer Financial Protection Bureau. This is selective preferencing of one vendor -- Intuit -- over all the others.

  12. 12 Posted by dwg on 04 Oct, 2022 08:55 PM

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    Just for information Intuit sold Quicken Personal Finance some years ago, they no longer own the product.

  13. 13 Posted by david.d on 04 Oct, 2022 08:58 PM

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    Oh, I didn't know that. Thanks for the info. Who owns it now, do you know?

  14. 14 Posted by david.d on 04 Oct, 2022 09:02 PM

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    Never mind, I found it. Private Equity. What a surprise.

  15. 15 Posted by Rob on 09 Nov, 2022 01:36 AM

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    I complained to Discover, wrote up an FTC issue, and wrote the VP of cards at Discover. I have an acknowledgement, we will see. So stupid to remove something people are using and is already on the website.

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