Download your TD Bank statements from Online Banking or TD Business Central, upload the PDFs and get the transactions back as OFX, CSV and Excel. You check the extracted rows before you export.
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Converting a TD Bank statement to OFX takes three steps: save the PDF from TD Online Banking, upload it to OFXStatement, and export OFX, CSV or Excel. TD Bank gives Online Banking customers up to 7 years of statements, covering anything issued on or after April 2010, so a multi-year catch-up rarely needs a branch visit.
Personal and business customers use different portals, and the business one has a catch worth knowing before you sit down to collect three years of files.
Only have the mailed copies? Scan them or take a flat, well-lit photo of each page. The upload takes JPG, PNG, HEIC, TIFF and BMP as well as PDF, and runs OCR on image pages.
TD Bank's US branches run from Maine down the East Coast to Florida, with a heavy presence around New York, New Jersey, Boston and Philadelphia. The people converting its statements are mostly professionals billing for the hours they would otherwise spend typing.
Restaurants, contractors and medical practices bank at TD. A new client with a year of unreconciled activity is a folder of statements to convert, not a feed to reconnect.
Schedule C and rental clients bring TD statements as PDFs. Excel with one row per transaction makes income and expense sorting quick.
Underwriting, matrimonial and estate matters need deposits and withdrawals listed and totaled. The Excel export is ready to filter.
OFX 1.0.2
For Xero, NetSuite, Moneydance, GnuCash and QuickBooks Online. Each row gets a repeatable transaction ID, so importing the same month twice does not create duplicates. Checks are typed as checks with their number.
CSV
Date, description and amount columns that QuickBooks Online and Quicken both import. Quicken refuses OFX files not signed by the bank, so its users take this route.
Excel
A workbook for review work: sort by amount, filter large deposits, total by month. Downloading it next to the OFX costs no extra pages.
Long ACH descriptions are cut to 32 characters in the OFX NAME field, which is the format's limit, and kept in full in MEMO. A closing balance goes into the file only when it is printed on the statement. For the Quicken import steps, see the Quicken bank statement converter.
Personal: Online Banking, statements by account and date. Business: Business Central, Statements tab, Export, on a desktop.
Drag in every month for the account. Starter reads statements up to 25 pages; Plus has no page limit per statement.
Compare deposits and withdrawals in the preview with the summary box on the TD statement before exporting.
OFX for Xero or NetSuite, CSV for Quicken or QuickBooks Online, Excel for the reviewer or the lender.
Converting several TD accounts or a whole client list? Use the bulk bank statement converter to run the folder in one pass.
You are charged per page converted. A firm handling 20 TD business clients with six-page statements uses about 1,440 pages for a full year of each, which is under half of one Starter month.
| Plan | Cost | Monthly allowance | Typical user |
|---|---|---|---|
| Demo | $0 | 15 pages total, 5 per file, watermark | Trying one TD statement |
| Starter | $49 per month, $294 per year billed annually | 3,000 pages, 25 per statement | Business owners, solo bookkeepers |
| Plus | $149 per month, $894 per year billed annually | 12,000 pages, no statement cap | Accounting firms, API integrations |
Every plan is for one user. Higher tiers are on the pricing page.
TD Bank says Online Banking gives free access to up to 7 years of statements, for statements issued on or after April 2010. In TD Business Central, deposit statements go back up to seven years, provided the account has existed that long.
Log in to TD Online Banking or the app, open your statements, choose the account and date, and download or print the PDF. Business Central users click Export beside the statement, from a desktop. Then upload the PDF here for OFX, CSV or Excel.
Yes. Each conversion gives you an Excel file and a CSV alongside the OFX, with the date, description, amount and check number in separate columns. Extra formats from the same conversion use no extra pages.
Into QuickBooks Online, yes: upload the CSV or the OFX in the banking screen. QuickBooks Desktop Web Connect accepts only a QBO file issued by the bank, which no converter can make, so Desktop users need a separate CSV import tool.
No. You upload statement files you saved yourself; there is no connection to your TD account. Files stay in your account until you delete them and are not used to train models.
Chase PDFs to OFX and CSV.
Including older ordered statements.
Truist and legacy BB&T PDFs.
Any US bank to OFX.
For firms and lenders.
Per-page versus per-statement pricing.
Get started converting bank statements to OFX.
USD
per month
per month
$294 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion with bulk upload, custom templates and reports.
USD
per month
per month
$894 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
per month
$ charged today
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
