AI-powered · Free to try

Convert TD Bank statements to Excel or CSV

Upload any TD Bank PDF statement and get a clean, structured spreadsheet in under 60 seconds.

No credit card required · 15 free pages

Supported TD Bank statement formats

  • TD Convenience Checking and savings (PDF)
  • TD Bank credit card statements (PDF)
  • TD Business Checking statements (PDF)
  • TD Ameritrade / Schwab account statements (PDF)

About TD Bank statements

TD Bank PDFs are digital and well-structured. LedgerLift handles TD's standard statement layout accurately, including the running balance column that TD includes on most statements.

Your TD Bank statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a TD Bank statement

Four steps. Under a minute.

01

Download from TD Bank Online

Log in at tdbank.com, go to Statements, and download the PDF statement for the period you need.

02

Upload to LedgerLift

Drop the TD Bank PDF into LedgerLift. The AI reads the layout and extracts every transaction.

03

Review and edit

Check the extracted table and correct any rows before exporting.

04

Export as Excel or CSV

Download your spreadsheet in the format your bookkeeper or software expects.

Export TD Bank transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert TD Bank statements?

Common workflows that use TD Bank statement conversion.

Monthly bookkeeping

Convert TD Bank checking statements to CSV and import into your accounting platform for monthly reconciliation.

Credit card management

Export TD credit card activity to a spreadsheet for expense tracking and budget analysis.

Business account reporting

Convert TD Business Checking statements for bookkeeper review and monthly close.

Tax preparation

Pull a full year of TD transactions into Excel for your accountant or tax software.

Frequently asked questions about TD Bank conversion

Does LedgerLift work with all TD Bank account types?
Yes — personal checking, savings, TD credit cards, and business accounts are all supported.
How do I download a TD Bank statement as PDF?
Log in to tdbank.com, select your account, go to Statements, and choose the period to download.
Can I batch-convert multiple TD Bank statements?
Accountant plan users can batch-upload multiple PDFs. Pro and Free users upload one at a time.
Does it handle the running balance column in TD statements?
Yes. The Balance column is extracted along with Date, Description, Debit, and Credit.
What if I have a TD Ameritrade or Schwab statement?
Investment account statements are supported but contain different data (trades, dividends, fees) compared to bank statements. Results may vary for complex investment statements.

Ready to convert your TD Bank statement?

Upload your PDF now. No credit card required — 15 pages free.

Convert a TD Bank statement free