TD Bank statement to Excel
Get the daily account activity of a TD Bank statement into a spreadsheet: deposits, electronic payments, checks paid and fees, with the signs the right way round.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
Statement not read correctly, or something broke? Tell us
Your statement never leaves your device
How to do it
- Sign in to TD Bank online banking or the app, open the account and go to Statements & Notices. Download the statement as a PDF.
- Choose the PDF here. Every page is read, including descriptions that run over two lines.
- Look at the check line: if the balances add up, no transaction is missing or extra.
- Click "Download Excel" or "Download CSV".
Tips
- TD Bank lists deposits, electronic payments, other withdrawals and checks paid in separate blocks. They come out as one list, money out negative.
- The Daily Balance Summary at the end of the statement is not taken as transactions.
- Checked on sample statements laid out like a TD Bank checking statement: every transaction was read and the balances added up.
Questions
What about the checks paid block?
Each check becomes a row with its date, number and amount as money out.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and makes the Excel file on your device. Nothing is sent to a server, there is no account to create and no page limit.
What if the balance check fails?
The table marks the rows where the balance chain breaks. Usually one column was read the wrong way: change its type in the table header, or the Amounts setting for a card, and the check runs again.
Does it work with a scanned or photographed TD Bank statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.