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Convert TD Canada Trust bank statements to CSV or Excel
Turn TD Canada Trust statement exports — PDF or CSV — into clean CSV, Excel, QIF, OFX or JSON. Unlike a plain converter, every transaction comes back matched to a real merchant name with category and confidence, and subscriptions, recurring charges and bank fees are detected automatically.
Choose a statement file (PDF, OFX/QFX, CSV, XLSX, TXT — up to 5 MB)
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Getting your statement out of TD Canada Trust
TD Canada Trust keeps statements as PDFs in EasyWeb under Documents, and offers a separate Account Activity Download for chequing and similar accounts. The download covers a shorter window than the statement archive, and several account types — Visa, lines of credit, savings — are excluded from it altogether, which is where converting the PDF becomes the only option.
Download transactions to a spreadsheet or Quicken
- Log in to EasyWeb.
- On My Accounts, click the down arrow next to the Personal/Business toggle.
- On the Download Transactions screen, choose the account and period.
- Select the format — CSV or CDV for spreadsheets, or Quicken/QIF.
- Download the file.
Not offered for TD Visa, lines of credit or savings accounts.
Save online statements as PDF
- Log in to EasyWeb.
- Open the account and go to Documents, then Statements.
- Choose the statement period.
- Download or print the statement.
This is the route for Visa, line-of-credit and savings history.
Menu wording shifts between app versions; the destinations above stay stable — confirm against TD Canada Trust's official help. Statements up to 5 MB / 5,000 rows are supported; card numbers are redacted before storage, the original file is deleted within 24 hours, and reports stay in your dashboard only as long as your plan keeps them.
What TD Canada Trust gives you natively
EasyWeb's Account Activity Download offers spreadsheet formats (CSV and CDV) alongside Quicken and QIF. Statements themselves are PDFs under Documents. For TD Visa cards, lines of credit and savings accounts the PDF statement is generally the only practical route into a spreadsheet.
How far back you can go
The activity views cover 30, 60, 90 or 120 days, and Search by Month reaches up to 18 months. The statement archive in Documents goes back considerably further, which is why a long history — or any history at all on a Visa or line of credit — comes out of the PDFs rather than the download.
TD Canada Trust statement quirks worth knowing
These are the details that trip people up when a TD Canada Trust export doesn't line up with the statement it came from — worth reading before you assume the conversion is wrong.
- The download entry point is unintuitive: it is the small down arrow beside the Personal/Business toggle on My Accounts, not a button on the account itself.
- Activity views are fixed windows — 30, 60, 90 or 120 days — while Search by Month reaches up to 18 months. Neither covers the full statement archive.
- TD Visa, lines of credit and savings accounts are the notable gap: they generally do not offer the activity download, so converting the PDF statement is the practical route for those.
- CDV is offered alongside CSV and is not the same thing; if a tool rejects the file, check which of the two you actually downloaded.
- EasyWeb (TD Canada Trust) is a different system from TD Bank in the US — same brand, different screens.
Sources
Written from TD Canada Trust's own documentation. Menu wording moves between app versions — these are the pages to check against:
Don't just convert it — understand it
The same upload also produces a full analysis of your TD Canada Truststatement: every merchant identified with confidence levels, subscriptions with renewal estimates and yearly cost, duplicate and price-rise flags, bank & FX fees, and a printable report. That's the part a plain converter can't do.
Free converter
Convert your statement — and understand it too
A free account converts a statement page every day to CSV, Excel, QIF or OFX — with every transaction matched to a real merchant name, not a cryptic descriptor. No card required; files deleted after 24 hours.
No bank logins · card numbers redacted before storage · everything deleted after 24 hours
Frequently asked questions
Where is the download button in EasyWeb?
It is easy to miss: on the My Accounts page, click the small down arrow next to the Personal/Business toggle. That opens the Download Transactions screen where you pick the account, period and file format.
Why can't I download my TD Visa transactions?
The Account Activity Download generally does not cover TD Visa cards, lines of credit or savings accounts. For those, the PDF statement under Documents is the source, and converting it is the practical way into a spreadsheet.
What is CDV, and should I pick it or CSV?
EasyWeb offers both. CSV is the safer choice for spreadsheets and imports; if a tool rejects your file, check whether you downloaded CDV by mistake.
How far back does the EasyWeb download go?
The activity views are 30, 60, 90 or 120 days and Search by Month reaches up to 18 months. Older history is in the PDF statements under Documents.
How do I convert a TD Canada Trust statement to CSV or Excel?
Download a statement from your TD Canada Trust app or online banking (PDF or CSV both work), upload it above, and download the result as CSV, Excel, QIF, OFX or JSON. Every transaction is parsed, and merchants are identified automatically.
Does it work with TD Canada Trust PDF statements?
Yes. Structured exports are parsed exactly; PDF layouts go through AI structure analysis, and scanned PDFs are read page-by-page with AI vision — every date and amount is re-validated by code afterwards.
Is my statement safe?
Card and account numbers are redacted before anything is stored, the original file is deleted within 24 hours on every plan, analysed reports stay in your dashboard only for your plan's retention period (24 hours on Free), and we never ask for your bank login.
Is it free?
Converting a statement is free with an account (1 page per 24 hours). Paid plans add more pages, bulk uploads and AI web research on stubborn merchants.