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Convert your Discovery Bank statement to OFX

Based in Johannesburg, South Africa, Discovery Bank provides statements to its customers as PDF documents in online banking. Upload the statement PDF below and download an OFX-formatted export of the statement's transactions — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

Discovery Bank statements to OFX: what you get

OFX is the interchange format desktop accounting software was built around. This export writes the Discovery Bank transactions as an OFX file with statement and transaction structure intact, ready for the import routines in tools that accept .ofx or .qfx uploads.

The main use is moving an account between finance applications without retyping. Every conversion is checked against the statement itself: where the statement prints opening and closing (or running) balances, the extracted transactions must add up to them, or the conversion is flagged and the mismatched rows are marked. A statement whose layout the reader cannot parse is reported honestly — never passed off as converted.

Every Discovery Bank conversion is audited by the document it came from. The extracted transactions are totalled against the printed opening and closing balances and checked row by row against the running balance column where one is printed. A dropped row, a duplicated row or a misread digit breaks the chain and is flagged at the row where it breaks, with the expected and printed balances shown side by side.

A Discovery Bank statement's layout decides how differences behave. In a chronological layout with a running balance, a single dropped row shifts every later balance, which makes it easy to spot. In a sectioned layout — deposits, then withdrawals, then fees — compare section totals first. Knowing which layout you hold tells you where to look before the marked rows even load.

In South Africa, bookkeepers commonly work in Sage, Xero and QuickBooks; the Excel and CSV exports from this converter are the files those tools import, and the Xero export is laid out for direct import where the tool accepts it.

Catching up a year of Discovery Bank books

Download all twelve periods first and convert them as one batch, then work through the reconciliation results month by month in order. Fix flagged months before importing anything: it is far easier to resolve a difference against twelve tidy statements than inside a year of mixed postings.

Before you use the file

Import the OFX file into a copy or a test account first if your software allows it: OFX imports typically cannot be undone in bulk, and a thirty-second trial shows whether the date range and account mapping are right before the real ledger takes the file.

How to download a statement PDF from Discovery Bank

  1. Sign in to Discovery Bank online banking. Statements downloaded from the bank's own portal are the document of record. Avoid email forwards and re-saved copies where you can.
  2. Pick the account and the month. Look for Statements, Documents, Mailbox or eStatements in the account menu; the label differs by bank and changes over time.
  3. Work month by month. One PDF per statement period converts cleanest. For a full year, download all twelve periods before you start.
  4. Download the PDF version. A downloaded PDF carries the text layer the converter reads. If the portal only offers a print view, print to PDF instead of taking a picture.
  5. Run the conversion here. Add the file to the converter on this page. You can add several statement PDFs at once for batch conversion.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Tip: a statement that covers a partial period (account opened or closed mid-month) still converts and reconciles; its balances simply anchor a shorter chain.

Questions and answers

How do I convert a Discovery Bank statement to OFX?

Get the PDF from Discovery Bank's statements area, upload it here, and download the converted an OFX-formatted export of the statement's transactions. The converter reads the transactions, standardizes the columns and verifies the totals against the statement before the file is ready.

What date and number formats do Discovery Bank statements use?

Like most banks in South Africa, Discovery Bank prints dates as the order printed on the statement itself and amounts with the grouping printed on the statement itself. Conversion normalizes dates to an unambiguous form in the output while leaving the figures themselves untouched.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

My Discovery Bank statement has a running balance column. Is it used?

Yes — it is one of the strongest checks available. The converter walks the extracted amounts against the printed running balance row by row, so a single dropped or duplicated transaction is pinpointed instead of merely suspected.

What if two Discovery Bank statements cover overlapping days?

Convert them separately and import only one version of the overlap. Banks occasionally reissue a corrected statement for a period; the later issue supersedes the earlier, and importing both would double the shared days.

Can I convert a full year of Discovery Bank statements at once?

Yes. Download each month as its own PDF and upload them together — batch mode converts them in one run and, in Excel, adds a combined sheet. Each statement is still reconciled separately, because balances are per statement.

Does the converter work with Discovery Bank credit-card statements?

Yes. Credit-card statements use a Previous Balance / New Balance layout, which the converter reads as well; purchases are positive and payments are negative, and the same totals check applies.

What columns does the converted file have?

Date, Description, Amount, Debit, Credit and Balance — the same normalized columns for every bank, so a Discovery Bank file and a file from any other bank in South Africa can be imported and reviewed the same way.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for Discovery Bank statements

Discovery Bank statement to Excel

Convert the same Discovery Bank statement PDF to Excel instead.

Discovery Bank statement to CSV

Convert the same Discovery Bank statement PDF to CSV instead.

Discovery Bank statement to Xero

Convert the same Discovery Bank statement PDF to Xero instead.

Back to the Discovery Bank statement converter hub or the South Africa bank directory. Other South Africa banks: Standard Bank statement to OFX · First National Bank statement to OFX · Absa Bank statement to OFX · Nedbank statement to OFX

Bank statements in. Clean books out.

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