Guide · TD Bank

Convert TD Bank statements to Excel, CSV or QuickBooks®

Download your TD Bank statements, drop them into Pennyrow, and get every transaction as a clean spreadsheet, with a check that each statement adds up. Free. Your statements are read inside your browser; we never upload, receive, see or store them.

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Step 1: download your statements from TD Bank

On the website

Log in to TD Bank Online Banking at td.com/us.
Open your online statements. They are listed by account and date.
Pick the account and the statement month.
Download or print the PDF.

In the app

Log in to the TD Bank app.
Open your statements. They are grouped by account and date.
Tap a statement to view or download it.

How far back

Online statements issued since April 2010 can be viewed for free for up to 7 years (84 months for checking, money market and savings).

Good to know

TD's help pages describe a Quicken and QuickBooks connection (Direct Connect, up to 60 days for checking and savings) rather than a file download, so use the PDF statements for a full year.
For personal accounts, Online Banking keeps transaction history only for the last two statement cycles, so use the PDF statements for older months.
Paper statements keep coming unless you change Statement Settings. You can view statements online either way.
Paper copies from the past 7 years can be ordered, and fees may apply.

Checked October 13, 2026 against TD Bank's help pages: www.td.com/us/en/personal-banking/online-banking, www.td.com/us/en/personal-banking/online-banking-made-easy, www.td.com/content/dam/tdb/document/pdf/personal-banking/internet-banking-agreement.pdf, tdbank.com/PFMAccess. Banks move menus around; if a step has changed, the help page has the current one.

Step 2: drop them into Pennyrow

Open Pennyrow and choose your files, or drag them in. A whole year at once is fine, and you can mix TD Bank with your other banks and cards.
Each statement gets a balance check: opening balance plus money in, minus money out, should equal the closing balance. You see "✓ Balanced", or which row is off and by how much.
Catch-up checks look across all your files: missing months, statements that don't follow on from the last one, the same transaction in two files, and transfers between your own accounts (including card payments) so they aren't counted twice.
Export: Excel (.xlsx), CSV, a QuickBooks Online bank CSV, a QuickBooks Desktop .iif file, or OFX.

If a TD Bank statement doesn't read right

Pennyrow reads statement layouts with general rules, not a TD Bank-specific template, and it hasn't been tried on every TD Bank layout. The balance check is how you know: if a statement doesn't balance, Pennyrow shows the row that's off so you can fix it.
Scanned or photographed statements can't be read (there's no OCR). Download the PDF from TD Bank's site instead of scanning a paper copy.
Password-protected PDFs open with your own password, used only in that tab.
If a layout keeps failing, tell @minsoesantun which TD Bank account type it was. Please don't send the statement itself.

Questions

Is it free?

Yes. Converting statements, the catch-up checks and every export are free.

Does my TD Bank statement get uploaded?

No. The converter page is locked so it can't make network requests, and once it's open it keeps working in airplane mode. Here's how to check that yourself.

Do I need to sign in to TD Bank through Pennyrow?

No, and you never should. You download the statements yourself; Pennyrow never asks for a bank login.

Does it make a .qbo (Web Connect) file?

Not yet. For QuickBooks Online use the bank CSV export; for QuickBooks Desktop use the .iif export.

Other banks and cards

Any bank or card with text PDF, CSV, OFX or QFX statements can work; these guides cover where to download them.