Convert TD Bank (US) statements to Excel
TD Bank keeps online statements for up to seven years, back to statements issued in April 2010, under each account's Statements & Notices tab. If you need them as a spreadsheet, or as rows for QuickBooks or Xero, this page covers what's different about TD Bank's US statements, starting with the way debits are printed.
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How to get your TD Bank (US) statement into Excel
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Download the PDF statement from TD Bank (US) online banking
- Log in to TD Bank Online Banking or the TD Bank app.
- Select the account's Statements & Notices tab (just Statements in the app).
- Select a timeframe, then print, download, or save the PDF statement.
- Save the statement for the period you need as a PDF.
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Upload it here
Scans and phone photos work too.
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Download Excel, CSV, or QuickBooks and Xero CSV
Check the rows against the statement, then export.
Sample result
Your TD Bank (US) statement in Excel
Made-up sample rows, not a real statement.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 Salary - Example Employer Ltd | Salary - Example Employer Ltd | 2,500.00 | 3,500.00 | |
| 2026-01-05 Card payment - Sample Grocery Co | Card payment - Sample Grocery Co | 120.00 | 3,380.00 | |
| 2026-01-09 Rent - Placeholder Properties | Rent - Placeholder Properties | 1,200.00 | 2,180.00 | |
| 2026-01-14 Transfer from savings | Transfer from savings | 300.00 | 2,480.00 | |
| 2026-01-20 Utility bill - Demo Energy Co | Utility bill - Demo Energy Co | 80.00 | 2,400.00 | |
| 2026-01-27 Card payment - Fictional Coffee Co | Card payment - Fictional Coffee Co | 15.00 | 2,385.00 |
Statement notes
What to know about TD Bank (US) statements
The minus comes last
TD Bank can print a debit with the minus sign after the number, as in $87.34-. Paste that into Excel and you get text, so the column won't add. The converter reads a trailing minus as a negative amount and drops the dollar sign, so totals work immediately.
Not the same as TD Canada Trust
TD Bank in the US and TD Canada Trust issue different statements with different layouts. If you hold accounts on both sides of the border, convert them in separate batches, and keep US dollar and Canadian dollar activity in separate bank accounts in your books.
Paper and online, by default
Online Banking customers receive paper statements as well as online ones unless they switch. If you're rebuilding history from a drawer of paper statements, scans convert too, and the balance comparison tells you whether any line was misread.
Small business statements
Small Business Online Banking keeps up to seven years of account statements and can email you when a new one arrives. That makes month-end routine: download, convert, import the CSV and reconcile to the closing balance.
Output and review
From TD Bank (US) PDF to your books
Accounting tip
TD Bank lets you download account information straight to Quicken or QuickBooks, which is the easier route for recent activity. For older statements, upload the converted CSV in QuickBooks Online or Xero and map the date, description and amount columns.
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Checked before export
Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.
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Export formats
Excel, CSV, JSON, or QuickBooks and Xero CSV.
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Private workspace
HTTPS uploads, kept private until you ask support to delete them.
FAQ
TD Bank (US) statement questions
Can I convert a TD Bank credit card statement?
I have statements from before April 2010. Can I still convert them?
Can I import converted TD Bank (US) rows into QuickBooks or Xero?
Convert your TD Bank (US) statement to Excel
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