StatementCheap

Convert TD Canada Trust statements to Excel, CSV and QuickBooks

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

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Updated · By the StatementCheap team

How to download your TD Canada Trust statement as a PDF

In EasyWeb, open the profile icon drop-down at the top of the page and choose "Statements and Documents". Pick the account under "Get statements & documents by account", filter by year and open the statement, which downloads as a PDF.

Can TD Canada Trust export Excel or CSV directly?

TD's help answers say EasyWeb's "Download Transactions" screen opens from the down arrow next to the Personal/Business toggle on the My Accounts page, and exports to Intuit Quicken, Intuit QuickBooks, Spreadsheet (CSV) or Simply Accounting at no extra charge. Each download covers activity since your last download, up to the last 45 days. An account's activity page shows up to 18 months of history through "Search by Month (up to 18 months)", and has a "Download" menu at the bottom with "Spreadsheet (.CSV)". For credit cards, the activity view covers the current cycle and the past six statements. For older months, use the PDF statements.

Tips for converting TD Canada Trust statements

TD Canada Trust keeps up to 7 years of statements online, counted from when you switched to online statements, so earlier paper statements won't appear. Authorized users on a personal TD credit card can't view that card's statements online, so the primary cardholder needs to download them.

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 can't I see TD statements from before I switched to online statements?
TD's online statement history runs for up to seven years from the time you switch, counted from when you accept the Consent to Electronic Delivery of Documents agreement, so statements mailed before that aren't added. For older paper-era statements, TD's fee guide lists $15.00 per item to request a copy of a statement or transaction more than 90 days old.
How far back can I download TD transactions into Quicken or QuickBooks?
TD's help says the "Download Transactions" screen sends only the activity since your last download, up to the last 45 days. If you missed a stretch, save a CSV from the account activity page, which shows up to 18 months of history, or download the monthly PDF statements from "Statements and Documents" and convert those.
Can I convert TD Canada Trust statements to Excel?
Yes. Upload the PDF statement from TD Canada Trust and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with TD Canada Trust 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.