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TD Bank (US) statement formats: CSV, QFX, QBO and PDF
TD Bank says Quicken and QuickBooks can directly download balances and transaction history for checking, savings and money market accounts. When a period is outside that window, or you only have the PDF, CSVLedger converts the TD Bank (US) PDF statement to Excel, CSV, QBO or Xero CSV in your browser and checks the totals against the printed balances.
Updated October 29, 2026
Sourced from TD Bank (US)'s own help pages, checked October 29, 2026. Anything we could not confirm on an official page is marked "not verified".
What TD Bank (US) offers
| Item | TD Bank (US) |
|---|---|
| Native download formats | Direct download into Quicken and QuickBooks; file formats not verified |
| How far back (transaction download) | Not stated |
| PDF statements online | Not verified |
| Mobile app | Not verified |
Official sources (checked October 29, 2026):
Not verified
- Whether TD Bank (US) offers a CSV, QFX or QBO file download in Online Banking, and how far back.
What a TD Bank (US) PDF statement contains
Checking and savings statements must show, under the CFPB's Regulation E (12 CFR 1005.9(b)): the amount and date of each electronic transfer, its type, the account number, fees, and the balance at the beginning and close of the period. Those opening and closing balances are what CSVLedger reconciles against.
These are legal minimums, not a description of this bank's exact layout. We have not verified the layout against real statements from this bank.
Common pitfalls
- Do not confuse TD Bank (US) help pages with TD Canada Trust (EasyWeb) pages; the services differ.
- Statements downloaded from online banking are text PDFs and convert directly. Scanned or photographed paper statements have no text layer and are not supported yet.
Convert a TD Bank (US) PDF statement with CSVLedger
- Download the statement PDF from TD Bank (US) online banking.
- Open the converter for the format you need: Excel, CSV, QBO, Xero CSV.
- Drop the PDF. It is read in your browser and not uploaded.
- Check the badge: Reconciled means opening balance + credits − debits equals the printed closing balance (method).
- Download, then import (QuickBooks Online, Xero).
CSVLedger has no per-bank template and we have not tested every TD Bank (US) layout; the reconciliation check is what tells you whether a particular statement was read correctly. See all banks in the US bank statement format guide.
Frequently asked questions
Can I download TD Bank (US) transactions as CSV or QBO?
Direct download into Quicken and QuickBooks; file formats not verified. Source: TD Bank: How do I use Quicken and QuickBooks with Online Banking? (https://tdbank.intelliresponse.com/index.jsp?id=2250&interfaceID=1&question=quicken&requestType=), checked October 29, 2026.
How far back can I download TD Bank (US) transactions?
Not stated. For older periods use the PDF statements (not verified).
How do I convert a TD Bank (US) PDF statement to Excel?
Download the PDF from TD Bank (US) online banking and drop it into CSVLedger. It is converted in your browser, reconciled against the opening and closing balances, and exported as Excel, CSV, QBO or Xero CSV.