StatementCheap

Convert TD Bank statements to Excel, CSV and QuickBooks

Upload a TD Bank PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

Drop PDF statements here

or choose files. Any bank, any country. Scanned PDFs work too.

5 free pages every day. No sign-up.

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Updated · By the StatementCheap team

How to download your TD Bank statement as a PDF

Log in to TD Bank Online Banking, select the account and open its statements, which are organized by account and date. Download the statement you need as a PDF. You can change how you receive statements in "Statement Settings".

Can TD Bank export Excel or CSV directly?

TD Bank's Online Banking page says you can download your TD Bank account information directly to Quicken or QuickBooks, including balances and transaction history for checking, savings and money market accounts. TD's Quicken and QuickBooks help describes this as Direct Connect, an automated link to the desktop applications. To reconnect it, log in to Online Banking, click "Account Options", then "Account Services", then "Financial Tools Access Management". In our check, TD's public pages don't describe a CSV or spreadsheet download or say how far back the data goes. For a full month with its opening and closing balances, use the PDF statement, which TD calls legally binding.

Tips for converting TD Bank statements

TD Bank keeps up to 7 years of statements online. This page covers TD Bank in the US; for Canadian accounts, see TD Canada Trust.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

Why didn't I get a TD Bank statement this month?
TD Bank's Personal Deposit Account Agreement says you get a monthly statement for checking, statement savings and statement money market accounts unless there are no checks written or no electronic transfers that month. Most accounts still get a statement at least quarterly. The exceptions include Club, IRA, Passbook and CD accounts, checking inactive for more than 6 months and savings inactive for more than 9 months.
Can TD Bank put several accounts on one statement?
Yes. TD's Personal Deposit Account Agreement covers combined statements. When more than one checking account is combined, only one can be the primary account, and only that account may get imaged copies of paid checks with the statement. A Health Savings Account can't be included. If a paper statement fee applies, it's charged per account, so a combined statement can carry several fees.
Can I convert TD Bank statements to Excel?
Yes. Upload the PDF statement from TD Bank and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with TD Bank credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.