Convert TD Bank statements to Excel, CSV & OFX

Turn TD Bank PDF statements into a clean spreadsheet in seconds. Free, and processed in your browser.

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    Institutional

    Built for accountants, bookkeepers and legal teams: bulk statements, multi-page PDFs and exports for Excel, QuickBooks and Xero.

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    Every row is checked against the running balance. If a file doesn’t convert as expected, email us and we’ll improve it.

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    About TD Bank, N.A. statements

    TD Bank is the U.S. retail banking subsidiary of Canada's Toronto-Dominion Bank, with branches concentrated along the East Coast.

    TD Bank checking statements start with an Account Summary followed by a Daily Account Activity section. Activity is broken into categories such as deposits, electronic deposits, checks paid, electronic payments and other withdrawals, each listing a posting date, description and amount and ending with a subtotal. A Daily Balance Summary near the end shows the balance for each date, laid out in two columns.

    Typical United States statement headings and where they go in your export:

    On the statementIn your export
    DateDate
    DescriptionDescription
    Check No.Reference
    WithdrawalsDebit (and negative Amount)
    DepositsCredit (and positive Amount)
    AmountAmount (signed), split into Debit / Credit

    Also known as TD Bank USA and TD Bank N.A..

    How to download your TD Bank statement as a PDF

    1. Log in to TD Bank Online Banking or the TD Bank app.
    2. Open the statements area, where statements are organized by account and date.
    3. Select the account and the statement date.
    4. Open the PDF and save it.

    TD Bank offers free online access to up to 7 years of statements, covering statements issued on or after April 2010.

    Menu names can change between app and website versions.

    TD Bank CSV and Excel downloads vs converting the PDF

    TD Bank supports downloading account information directly into Quicken or QuickBooks. It does not publish a date range for these downloads, so for periods the download does not return, the PDF statements are the dependable source.

    Converting the PDF statement is useful when you need periods outside that window, an account that is closed, or the exact figures printed on the official statement, including the running balance for reconciliation.

    Tips for converting TD Bank statements

    • TD Bank splits deposits and withdrawals into separate categories with subtotals. The converter signs each category correctly; compare its totals with each Subtotal line.
    • Electronic payment descriptions can wrap onto a second line; the converter joins them so full payee names stay together for categorizing.

    Importing TD Bank transactions into accounting software

    For QuickBooks, Xero, Quicken and Wave, export CSV or OFX after checking the preview. Amounts are written as plain numbers without the $ sign, so they import cleanly as values. Step-by-step help: QuickBooks, Xero.

    More United States banks

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    This is an independent tool and is not affiliated with, endorsed by or connected to TD Bank, N.A.. The name is used only to describe which statements the converter can read.

    Frequently asked questions

    How many years of TD Bank statements are available online?

    TD Bank says you can review up to seven years of statements and notices in Online Banking or the app. Online statements issued from April 2010 onward are free to view, as are notices from March 2015 onward. Statements are organized by account and date.

    Can I export TD Bank transactions to QuickBooks?

    TD Bank lets you download account information into Quicken or QuickBooks. If you need a period the download does not cover, or a spreadsheet for someone without those programs, convert the PDF statement to CSV, Excel or OFX and import that file instead.

    Is it safe to convert my TD Bank statement here?

    Yes. The conversion happens on your own device; your TD Bank statement is not uploaded, stored or shared. This site is independent and not affiliated with TD Bank, N.A..