Convert TD Bank statements to Excel, CSV, QuickBooks & Xero
TD statements exist in two flavors: TD Bank in the US with Daily Account Activity sections, and TD Canada Trust with a single Withdrawals / Deposits / Balance grid and dates like "JAN 05".
How TD Bank statements are handled
Month-abbreviation dates without a year are resolved using the statement period, including statements that span December and January. Canadian statements are tagged with CAD currency so exports keep the right currency code.
Tips for TD Bank TD Convenience Checking and TD Canada Trust accounts statements
- Canadian users importing into Xero should use the Xero CSV export, which keeps signed amounts.
- Interac e-Transfers are recognized and labeled as transfers.
- US statements include an Electronic Payments section—these are merged chronologically.
Step by step
- Sign in to EasyWeb (Canada) or TD Online Banking (US) and download statements under Statements & Documents.
- Upload the PDF to SheetStatement.
- Review the balance-checked table and export to Excel, CSV, QBO or Xero.
Need a specific format? See QuickBooks, Xero or Excel guides.
Other banks
TD Bank is a trademark of its owner. SheetStatement is not affiliated with or endorsed by TD Bank.
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