TD Bank Statement Converter:
PDF to Excel & CSV

Check what TD Bank gives you first

A file straight from your bank will always be more accurate than one reconstructed from a PDF, so it is worth two minutes to check before converting anything. TD Bank offers CSV, OFX and QBO downloads, covering recent activity rather than the full archive. If the period you need sits inside that, use it and skip this page.

TD is better equipped than most, offering CSV, OFX and QBO. The gap is still the archive: seven years of statements sit behind the export window as PDFs, and OFX and QBO do not open cleanly in a spreadsheet even when you can get them, so CSV is the one to pick if Excel is the destination.

Downloading the statement from TD Bank

Statements live in the Statements & Documents section of TD Bank online banking, and the online archive runs to seven years at the time of writing. Pick the period you need and download the PDF rather than printing to PDF from a screen, because a printed screen loses the transaction table structure the converter reads.

If the account has been closed, or the statement was forwarded to you by someone else, you will not have online banking access at all. That is the most common reason people end up converting a PDF: it is the only copy that exists.

Converting it to Excel or CSV

1. Upload the TD Bank PDF to the converter above. Several months in one file is fine, and so is a JPG or PNG if all you have is a scan or a photo. Password-protected PDFs work; enter the password when prompted and it is not stored.
2. The pages are read, with OCR where the statement is a scan rather than text.
3. Check the transactions on screen against the statement before you download anything.TD Bank statements typically carry Date, Description, Debit, Credit and Balance.
4. Download the CSV and open it in Excel, Google Sheets, Numbers or LibreOffice, or import it into QuickBooks, Xero, FreshBooks or Sage.

Your first conversion runs without an account. A free account adds 7 free pages, and the monthly plans are priced by page count if you are working through years of statements or several clients.

What happens to your TD Bank statement

Uploads travel over a 256-bit encrypted connection. There is no long-term file storage: the statement sits on the server only long enough to be read and is deleted 24 hours after upload. Conversion is fully automated, so no member of staff opens it, and nothing goes to a third party. The full privacy policy sets out the detail.

Reading a TD Bank statement once it is in columns

TD statements list transactions chronologically with a daily balance, and use a compact set of codes for electronic payments, point-of-sale activity and transfers. Cross-border customers holding both US and Canadian TD accounts receive statements in different layouts from the two entities, which is worth knowing if you are combining them: the column order is not the same, so they need aligning before they stack into one sheet.

Who converts TD Bank statements, and why

TD's US footprint is concentrated on the East Coast, and a noticeable share of what gets converted is cross-border, where someone is reconciling a US and a Canadian account for the same period. Having both in one spreadsheet, with the columns matched up, is the only practical way to do that without transcribing one of them by hand.

TD Bank statement converter FAQs