Download Statement into MS Money
Manage all your Discover Card account transactions for your finances.
It’s easy to use MS Money with your Discover Card account. First, you’ll need to register with the Account Center. Then, just enter important information like your Customer ID and PIN and you’ll be ready to retrieve your transactions. Review the frequently asked questions below for details on how to download your statement into Microsoft Money.
Related Questions
Browse more questions- How do I retrieve my transactions using Microsoft Money 99 and higher?
The first step is to register with the Account Center if you have not already. Next, open Money and setup your Discover Card account. Then, go to the "Accounts and Bills" menu, and select your Discover Card. Finally, from the "Tools" menu, select "Connect to Online Services" while in the Microsoft Money software to retrieve your Discover Card transactions.
Setting Up Online Services
The information below will help you set up your Accounts in Microsoft Money. Please enter all numbers without spaces or dashes.Account Type = Credit Card
Customer ID = Your Account Center User ID
PIN/Password = Your Account Center PasswordRemember, in order to retrieve your Discover Card transactions, you must initiate the process from within Microsoft Money and the version must be 99 and higher.
The first time you download, you'll receive the last 12 months of statement data. After that, each time you retrieve your Discover Card transactions, Microsoft Money will be updated from the last time you retrieved information until the present.
If you need additional assistance setting up Microsoft Money versions 99 and higher, you can call Microsoft at 1-425-454-2030 or visit their technical support site.
- When I tried to download my transactions into Microsoft Money, the download failed and I received an error message stating my account number had changed. What should I do?
As part of a recent systems upgrade, Discover Card has issued new cards with new account numbers to some cardmembers. Follow the instructions below to fix the error and begin downloading transactions from your new Discover Card account into your existing account in Microsoft Money.
- Log in to the Account Center at Discover.com so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Money.
If you have been using your 16-digit account number to access your account, you will be prompted to create a user ID. If you already have a user ID, your existing user ID will be displayed. In either case, please note your user ID, as you will need it to update your Discover Card account in Money. - Launch Money.
- Update your Discover Card account in Money, download transactions from your new Discover Card account, and finally merge your new and existing accounts. Please refer to the detailed instructions below:
- Log in to the Account Center at Discover.com so we can automatically transfer your existing account preferences to your new account number, including the ability to download your transactions into Money.
- Why don't my monthly finance charges appear in my Quicken and Microsoft Money transactions?
Currently, monthly finance charges are calculated as part of your Current Balance but do not download from the server in the list of retrieved transactions. You may, however, manually enter finance charges into your Quicken or Money register if you wish to keep track of them as a separate line item.
Access my Account
