How to Convert a TD Bank Statement PDF to CSV

First, a clarification: this guide is for TD Bank (the retail bank, formerly Commerce Bank), not TD Ameritrade (the investment platform). They're different institutions with different statement formats.

TD Bank operates primarily on the US East Coast and calls itself "America's Most Convenient Bank." Their checking and savings statements arrive as PDFs with transactions listed chronologically. If you need to get those transactions into Excel, QuickBooks, or any structured format, you need to convert the PDF.

Log in to tdbank.com and navigate to your checking or savings account. Click "Statements & Documents" and select the month you need. Download the PDF.

TD Bank statements show transactions with Date, Description, Debits, Credits, and Balance. The layout is clean and consistent, which makes for reliable extraction. Both personal and business account statements are available for download.

1. Go to convertstatement.com 2. Upload your TD Bank PDF (drag-and-drop or click to browse) 3. Choose your format and download

The parser detects TD Bank from the document content and applies the correct extraction logic. Debits and Credits from separate columns are combined into a single amount (negative for debits, positive for credits) — the standard format expected by accounting software.

The preview table lets you verify every transaction before downloading. If the first few rows match your PDF, the rest will too.

QuickBooks Desktop: Download the QBO file. Go to File > Utilities > Import > Web Connect Files. Select the file, map to your TD Bank account, and import. Transactions appear in the For Review tab.

QuickBooks Online: Download QBO. Go to Banking > Upload Transactions. Select the TD Bank account, upload the file, and review.

Xero: Download CSV or OFX. In Xero, go to your bank account and click "Import a Statement." Follow the prompts to map columns and import.

FreshBooks: Download CSV. Go to Expenses > Import Expenses. Upload the file and map the columns.

All four export formats preserve the same transaction data — the difference is which software reads which format natively.

A common source of confusion: TD Bank and TD Ameritrade are separate entities. TD Bank is a retail/commercial bank offering checking, savings, and credit products. TD Ameritrade (now part of Charles Schwab) was an investment brokerage.

ConvertStatement supports TD Bank checking and savings statements. Investment account statements from TD Ameritrade or Schwab have a completely different format (positions, trades, dividends) and are not supported.

If you're unsure which type you have, check the header of your PDF. TD Bank statements say "TD Bank" with the green logo. Ameritrade statements say "TD Ameritrade" or "Charles Schwab."

Are TD Bank business checking statements supported? Yes. TD Bank business statements follow a similar format to personal accounts.

Can I convert multiple months at once? Upload one PDF at a time. Each monthly statement converts to its own file. If you need to combine months, import each file into your spreadsheet or accounting software separately — this avoids duplicate transaction issues.

What if my TD Bank statement is very long (many pages)? Multi-page statements are handled automatically. The parser extracts transactions from every page. Page count applies to your monthly page allowance (50 free, up to 5,000 on Business plan).

Is the data accurate? ConvertStatement uses a rule-based parser specifically designed for TD Bank's PDF format. It reads exact values from the document. No OCR, no machine learning guesswork.