Convert a TD Bank statement PDF to Excel, categorized.
Upload any TD Bank checking, savings, or TD credit card PDF. Sortlumo extracts every transaction, normalizes the merchant, categorizes it, and flags subscriptions — ready to filter and export to Excel.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from TD Bank.
Sign in to td.com
Go to td.com (TD Bank Online Banking) on desktop and open the account you want to export.
Open Statements & Documents
Click "Statements & Documents" in the account menu. TD retains several years of statements online.
Download a statement
Choose the statement period and download the PDF to your computer.
Drop into Sortlumo
Drag the TD Bank PDF into Sortlumo. Categorized, mergeable across months, ready to export.
Exactly what we extract from your TD Bank statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including anything you corrected or set a merchant rule for.
TD Bank statement questions, answered.
Does this work for TD Convenience Checking, Beyond Checking, and TD credit cards?
Yes — TD Bank uses consistent statement layouts across its deposit accounts and cards, and Sortlumo parses all of them.
Are TD Bank credit card statements (Cash, Double Up) supported?
Yes. TD's credit card statements are text-based PDFs that Sortlumo parses the same way as its deposit accounts.
Can I combine several TD months into one export?
Yes. Upload multiple months, switch to the All view, set your date range, and export — Sortlumo merges them chronologically.
Is my TD statement data shared with anyone?
No. Sortlumo never links to your bank. Your PDF stays encrypted in your account and is deletable anytime.
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New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first TD Bank PDF. See it categorized in under a minute.
1 free statement/month · No card · Cancel anytime · See our security page