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StatementPilot

TD Canada Trust · Canada

Convert TD Canada Trust bank statements to Excel, CSV & QBO

Convert TD Canada Trust bank statements (PDF or scanned) to Excel, CSV, QBO or OFX, reconciled against the closing balance. Free for 20 pages a month.

Convert a TD Canada Trust statement Free for 20 pages / month

Quick answer

Download your TD Canada Trust bank statement as a PDF from EasyWeb under Statements, upload it to StatementPilot, and export Excel, CSV, QBO, OFX or QIF. We check that the "Balance forward" plus every transaction equals the "Closing balance" so you know nothing was missed.

What a TD Canada Trust bank statement looks like

TD Canada Trust statements use Description, Withdrawals, Deposits, Date and Balance columns, with dates like 'JAN05' and a 'Balance forward' line.

Canadian bank statements commonly show a running balance on every line, with separate Withdrawals and Deposits columns, and dates printed as 'Jan 05' without the year.

How to convert a TD Canada Trust statement

  • Sign in to EasyWeb under Statements and download the statement for the period you need as a PDF (not a screenshot).
  • If the PDF is password-protected, open it and save an unprotected copy first.
  • Upload one or several months to StatementPilot. Scanned or photographed statements are read with OCR.
  • Check the reconciliation panel: the "Balance forward" plus deposits minus withdrawals should equal the "Closing balance".
  • Export to Excel or CSV for analysis, or QBO/OFX/QIF to import into QuickBooks Online, Xero and Sage 50.

Dates, amounts and account numbers in Canada

English statements use 1,234.56 while French-language statements use 1 234,56. Date order varies by bank, so we detect it from the statement itself. We read the date order from the statement itself and default to DD/MM/YYYY for Canada, so 03/04 is never silently swapped.

Accounts are identified by a transit (branch) number, institution number and account number. Only the masked or last digits are carried into QBO/OFX files, as those importers expect.

Importing TD Canada Trust transactions into your accounting software

Accountants in Canada most often import into QuickBooks Online, Xero, Sage 50 and Excel. Choose QBO for QuickBooks, the Xero CSV for Xero, OFX for most other packages, or Excel/CSV for anything else.

When your bank feed only goes back a few months, converted TD Canada Trust statements fill the gap for older periods without manual typing.

Why statements are still needed

Paperless statements are typically available for up to 7 years in online banking.

Frequently asked questions

Can I convert a TD Canada Trust bank statement to Excel?

Yes. Upload the PDF and download an .xlsx file with date, description, amount and balance columns plus a summary sheet showing the balance forward, closing balance and reconciliation result.

How do I get my TD Canada Trust statement as a PDF?

Statements are available in EasyWeb under Statements. Choose the statement period and download or save it as a PDF; a printed copy can also be scanned or photographed and uploaded.

Can I import TD Canada Trust transactions into QuickBooks Online?

Yes. Export the converted statement in the format QuickBooks Online accepts (QBO, OFX or a formatted CSV) and import it as a bank statement file. Dates are written in the format your software expects.

Do I need a TD Canada Trust template?

No. StatementPilot doesn't rely on bank-specific templates, so redesigned TD Canada Trust statements and older layouts both work. The reconciliation check confirms nothing was missed.

TD Canada Trust at a glance

Institution type
Bank
Headquarters
Toronto, ON, Canada
Where to download statements
EasyWeb under Statements
Balance labels on the statement
Balance forward → Closing balance
Currency
CAD (Canadian dollars)
Typical date format
DD/MM/YYYY

Convert your TD Canada Trust statements now

20 free pages every month. No credit card. Every export format included.