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Convert TD Canada Trust statements to Excel

EasyWeb's download for financial software covers at most the last 45 days, and account history only goes back 18 months. TD keeps seven years of statements, though, so past the last few weeks the PDF statement is often the fullest record you can get. This page explains how TD Canada Trust statements convert and what to check before importing.

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How to get your TD Canada Trust statement into Excel

  1. Download the PDF statement from TD Canada Trust online banking

    • Log in to EasyWeb.
    • Select the Settings & Services menu at the top of the screen (with the profile icon), then Statements & Documents.
    • Open the statement you need; EasyWeb keeps up to 7 years of past statements.
    • Save the statement for the period you need as a PDF.
    Go to TD Canada Trust Online Banking

  2. Upload it here

    Scans and phone photos work too.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Check the rows against the statement, then export.

Sample result

Your TD Canada Trust statement in Excel

Made-up sample rows, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · CAD
Sample bank statement rows with made-up data, amounts in CAD
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Statement notes

What to know about TD Canada Trust statements

45 days, 18 months, seven years

Those are the three windows in EasyWeb: software downloads, account history and statements. A year-end catch-up almost always falls outside the first two. Converting the statements covers the gap, and uploading them together shows whether any month is missing.

No year on transaction dates

Each line shows a month and day; the year only appears in the statement period. That's fine until a statement spans New Year. Dates are completed from the period and written as YYYY-MM-DD, so late-December lines aren't stamped with the following year.

More than one account per statement

A TD statement can include several accounts, and their tables don't always run the full width of the page. Each account's table is read separately so transactions stay with the right account. Glance at the account headings in the output before you import.

Seven years from when you switched

The seven years of online statements count from the time you switched to online statements, and some account types can't be delivered online at all. For earlier periods, or those accounts, paper is the record: scan the statements and convert them with the rest.

Output and review

From TD Canada Trust PDF to your books

Accounting tip

EasyWeb's Simply Accounting option (Sage 50's former name) only reaches back 45 days, so for older months import the converted CSV into Sage Accounting instead. In QuickBooks Online or Xero, upload it to the bank account and match the columns.

  • Checked before export

    Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.

  • Export formats

    Excel, CSV, JSON, or QuickBooks and Xero CSV.

    Files for QuickBooks Online

    Files for Xero

  • Private workspace

    HTTPS uploads, kept private until you ask support to delete them.

FAQ

TD Canada Trust statement questions

My EasyWeb download only goes back 45 days. How do I get the rest of the year?
Use the statements. Each one converts into the same date, description and amount columns the download would have given you, plus a check against the statement's opening and closing balances. Pick the year with EasyWeb's filter and download the months you need.
Is TD Bank in the US handled the same way?
No. TD Bank in the US issues different statements from TD Canada Trust, with a different layout. Use the TD Bank (US) page for those, and keep US and Canadian statements in separate batches so the period checks make sense.
Can I convert statements for a TD US dollar account?
Yes. The US Daily Interest Chequing Account offers online statements, which convert like any other. Amounts stay in US dollars, exactly as printed, so import them into a separate USD bank account rather than your Canadian one.
Can I import converted TD Canada Trust rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your TD Canada Trust statement to Excel

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $3 up to 5 pages, $9 up to 25, priced by page count above that. No subscription.

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