TD Bank statement PDF to Excel: US and Canadian formats

TD only hands you statements as PDFs. To get the transactions into a spreadsheet for budgeting, bookkeeping, or tax prep, the PDF needs converting first. Here's the workflow, with the wrinkles you hit when "TD" actually means two different banks.

TD Bank vs TD Canada Trust: two different statements

First thing to know: "TD" covers two distinct brands behind the same green logo. TD Bank is the US East Coast retail bank. TD Canada Trust is the Canadian retail bank under TD Bank Group. They print different statement formats. Tools that hardcode a TD template usually only work for one of them.

Canadian statements show CAD amounts, a transit/institution/account number triple, and dates in YYYY-MM-DD. They also come in bilingual English/French if you opted into French statements. US statements show USD, a 9-digit routing number, and MM/DD/YYYY.

Why manual copy-paste fails

Open a TD statement in Adobe Reader, drag-select the transactions, paste into Excel. Columns collapse on contact. Long merchant strings like "TIM HORTONS #4827 TORONTO ON" wrap to a second line on the PDF and split across cells. The running balance column shifts off by one when there's a void or hold entry. Page headers like "Account activity continued" land in the middle of your transactions. For a 6-month review, that's roughly an hour of cleanup.

The 30-second method with Bank2XL

Bank2XL is a Chrome extension. One drag, one click.

1. Install Bank2XL from the Chrome Web Store at bank2xl.app
2. Click the toolbar icon to open the popup
3. Drag your TD statement PDF onto the drop zone
4. Click Convert to Excel
5. The result page opens with the spreadsheet ready to download as .xlsx or .csv

Free during beta: 10 statements a day, no signup. A typical TD chequing or checking statement takes 25 to 45 seconds depending on the transaction count.

TD format quirks Bank2XL handles

• Brand detection. Bank2XL reads the statement header and figures out whether it's TD Bank US or TD Canada Trust on its own. No country dropdown.
• Currency. CAD vs USD is set from the statement, not guessed. If you have a USD account at TD Canada Trust, the currency field matches what the statement shows.
• Bilingual statements. The French/English TDCT layout is detected and parsed. Merchant descriptions stay in whatever language the bank printed.
• Date format. Both Canadian YYYY-MM-DD and US MM/DD/YYYY are converted to ISO 8601 in the Excel output.
• TD credit cards. TD Cash, TD Double Up, and the Aeroplan Visa Infinite use a different layout where purchases add to balance and payments subtract. Polarity is handled correctly without a toggle.

When to use the alternatives

• Manual copy-paste. Reasonable for one statement, painful past two.
• Adobe Acrobat Pro Export to Excel. Works on the clean TDCT chequing layout but mangles credit card statements and bilingual variants.
• Template-based bank converters. Accurate on whichever TD layout they've hand-tuned, but break when TD updates the format. We work without per-bank rules.

FAQ

Is this secure? The statement has my account and transit numbers. The PDF goes to the Bank2XL backend over HTTPS. We process files in memory, auto-deletes within 24 hours, and you can opt out in Settings. Details at /data-retention.html. Account numbers are masked in the Excel output. We don't train AI on your content or share it.

Does it work on French TDCT and TD credit card statements? Yes to both. The bilingual layout is parsed the same way as English-only, and the TD card statements (TD Cash, TD Double Up, Aeroplan Visa Infinite) are detected on their own with polarity handled correctly.

Get started

Install Bank2XL from the Chrome Web Store at bank2xl.app. Free during beta: 10 statements a day, no signup, no credit card. Drop a TD or TDCT PDF, click Convert, get a clean Excel file.

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