Convert TD Bank Statements to CSV, Excel & QBO
TD Bank exports about 18 months of activity as CSV. The statement archive goes back 7 years, as PDFs. Drop one below and get every transaction back as a clean spreadsheet.
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CapyParse is an independent tool and is not affiliated with, endorsed by, or sponsored by TD Bank, N.A..
What TD Bank exports natively, and where it stops
TD Bank has a working activity export, and for recent months it does the job. The limits show up when you need history. Here is what each option covers:
| Format | Where | History | The catch |
|---|---|---|---|
| CSV (spreadsheet) | Account activity download in online banking | About the last 18 months | Exports the live activity feed, not your statements. Formatting and balances differ from what the statement shows. |
| OFX / QBO | Same download options | Same 18-month window | One account at a time, and nothing older than the activity window. |
| PDF statements | Statements section in online banking | Up to 7 years | The only format that covers your full history, and there is no built-in way to turn it into a spreadsheet. |
TD Bank export behavior as of August 2026.
For anything past 18 months, the 7-year PDF archive is the source. That archive is what CapyParse converts, which matters most for catch-up bookkeeping, tax work, audits, and loan applications.
From TD Bank PDF to spreadsheet in two short steps
Get your statement PDFs from TD online banking
- 1Sign in to TD Bank online banking and select the account you need.
- 2Open the Statements section. Statements are available for up to 7 years.
- 3Download each monthly statement PDF you need, then upload them here in one batch.
Convert with CapyParse
- 1Upload the PDFs, digital or scanned, one statement or a whole year in a batch.
- 2Review every extracted transaction next to the original page, with anything unusual flagged for a quick check.
- 3Export CSV, Excel, or QBO. Multi-account statements come out as one clean file per account.
Built for the way TD Bank prints statements
TD prints checking, card, business, and investment statements in different layouts. CapyParse reads each one as printed:
Card statement groups
TD Cash and TD Business Solutions card statements group purchases, payments, credits, fees, and interest. Each transaction keeps its type and direction in the export.
Investment statements too
TD managed portfolio statements with Activity, Quantity, and Price columns convert as printed, buys, sells, dividends, and withholding included.
Checking and savings
Convenience Checking and savings statements convert with dates, descriptions, amounts, and running balances in clean columns.
Checks and business statements
Business statements with check images and long sections convert with check numbers, dates, and amounts preserved.
Tested on real TD managed portfolio investment statements.
Three formats out, ready for your tools
CSV
Opens directly in Excel and Google Sheets with dates, descriptions, and amounts in separate columns. The universal import format for every accounting tool.
Excel (XLSX)
Native spreadsheet formatting, one sheet per account on combined statements, ready for pivot tables and formulas.
QBO for QuickBooks
A Web Connect file with the financial institution details QuickBooks verifies, so imports work on the first try instead of failing with a bank error.
Review everything before you export
Every extracted transaction appears next to the original statement page, with anything unusual flagged for a second look. Nothing leaves for your books until you have seen it.
50,000+
Pages converted
1,000+
Banks & credit unions
5
Export formats
Uploads are encrypted in transit, only you can access your documents, and you can delete them from your dashboard at any time.
TD Bank conversion questions
How do I download TD Bank transactions as a CSV?
Sign in to TD online banking, open the account, and use the activity download to export CSV, OFX, or QBO. The export covers roughly the last 18 months. For anything older, download the PDF statements and convert them with CapyParse.
How far back can I get TD Bank statements?
TD Bank provides up to 7 years of PDF statements through online banking, while the activity export covers about 18 months. Download the months you need as PDFs, upload them to CapyParse in one batch, and export the whole history as CSV, Excel, or QBO.
Does this work with TD credit card statements?
Yes. TD Cash and TD Business Solutions card statements convert with purchases, payments, credits, fees, and interest kept in their correct categories and directions.
Does this work with TD investment statements?
Yes. TD managed portfolio statements convert with their Activity, Quantity, and Price columns preserved, including buys, sells, dividends, and withholding tax rows. This layout is covered by our regression tests on real TD investment statements.
Can I import TD Bank statements into QuickBooks?
Yes. Export as QBO (Web Connect) and upload it in QuickBooks under Banking, then Upload transactions. CapyParse fills in the financial institution details QuickBooks checks, so the file imports without the "unable to verify financial institution" error.
Is it safe to upload my TD Bank statement?
All uploads are encrypted in transit via HTTPS. Your documents are stored securely, only you can access your data, and you can delete any document from your dashboard at any time.
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Converters for other banks
Convert your TD Bank statements now
Try it free right on this page, no signup. Create an account for 10 more pages, Excel and QBO export, and batch uploads.
Start freeCapyParse is an independent tool and is not affiliated with, endorsed by, or sponsored by TD Bank, N.A..