United States · Bank statement
Files never leave your computer
Rule-based parsing
Excel, CSV and QBO
No per-page limits on desktop
Convert your TD Bank PDF
The Problem
The Feed Breaks, or Misses Things
You're closing a client on Friday and the TD Bank feed stops syncing, or it drops a pending charge that posted later at a different amount. The PDF is the actual record. The feed is only an approximation.
Still Typing Transactions by Hand?
A client hands over a year of TD Bank PDFs and you start re-keying into a spreadsheet. It takes hours, and one missed digit throws off the whole reconciliation. Most tools that fix this make you upload sensitive client data to someone else's servers. You shouldn't have to choose between speed and where your clients' data ends up.
How it works
TD Bank format
From a TD Bank PDF to clean Excel, CSV or QBO file
TD Bank statements are built to be read by people, not parsed by software, which is exactly why copy-paste falls apart. Docubrew is built around the TD Bank layout so the data lands clean.
TD-Bank-Checking.pdf
This is an example bank statement with no real data.
TD-Bank-Checking.csv
POSTING DATE,DESCRIPTION,AMOUNT
04/15/26,Deposit from Employer ABC Industries,2950.00
04/16/26,Zelle Transfer to Marcus Lee Ref # f9KpL2mN8r3,-120.00
04/17/26,Shell Oil 574328 Houston TX,-48.76
04/18/26,Kroger #841 Birmingham AL,-67.23
04/18/26,Starbucks Store 03245 Birmingham AL,-6.15
04/19/26,Online Transfer from Savings Ref # OT19A2K7,500.00
04/20/26,Netflix.com 866-579-7172 CA,-15.49
04/20/26,Spotify USA New York NY,-10.99
TD Bank Facts
Date format
MM/DD on transaction lines, no year; the year appears only in the statement period header
Statement retention
Up to 7 years of statements online for deposit accounts
Native export
Official statements download as PDF, not CSV
Accounts
Personal checking and savings columns
TD Convenience Checking
Business accounts
TD Business Premier Checking
Output
What you get: a clean,
structured data in three formats
Docubrew exports an Excel workbook (.xlsx), a CSV, or a QBO file with one row per transaction. Each row carries the fields you actually reconcile against.
Transaction date
Description / payee (reassembled when it wraps)
Amount (as it appears in the statement)
Running / ending balance
Check number (when present)
Account number & statement period
One clean output, everywhere you need it
Take .xlsx if you want a workbook that opens straight into Excel, formatting intact. Take CSV for Google Sheets, Xero, FreshBooks, and most accounting software that accepts CSV bank transactions. Take QBO for the QuickBooks bank feed. Whichever you pick, it's a clean import, not a live connection, so you stay in control of what goes into the books.
Get your PDF
How to download your TD Bank statement as a PDF
TD provides statements as PDF, not CSV, so a converter is the reliable way to get statement data into a spreadsheet, especially for older periods.
Who it's for
Built for the people who live in bank statements
Wherever TD Bank PDFs pile up, Docubrew turns them into clean, sortable data.
Trust & Security
Your clients' data stays where it belongs, with you
Local Desktop Processing
With the desktop app, everything runs locally on your device. Your clients' bank data never leaves your network.
Secure Cloud Conversion
Choose the cloud and your files are encrypted on upload and automatically deleted within 24 hours. Nothing is kept after that.
Same Input, Same Output
Docubrew uses rule-based parsing, so the same statement always produces the same result. No AI, no guesswork, and nothing sent to a model for training.
FAQ
Answers to your questions
How do I convert a TD Bank bank statement to Excel, CSV or QBO?
Upload your TD Bank PDF statement to Docubrew, let the rule-based parser extract every transaction, and download the result as an Excel workbook, a CSV, or a QBO file for QuickBooks. On the desktop app the entire process runs on your own computer, so your statement is never uploaded anywhere.
Does TD Bank let you download statements as Excel, CSV or QBO?
Not the official monthly statement and not in Excel or QBO formats. You can download recent transaction history lists in CSV for up to 18 months. For older TD Bank transactions, they are available in PDFs, so a converter app like Docubrew is the reliable way to get that data into Excel, CSV or QBO formats.
However, if you need formal monthly statements, in your TD Bank Online Banking account, you can download the monthly TD Bank statements in PDF format for up to seven years.
Does Docubrew handle TD Bank's sectioned statement layout, where transactions are grouped into Deposits, Electronic Payments, and Other Withdrawals instead of one list?
Yes. TD groups activity into labeled sections, each with its own amount column and subtotal, followed by a separate Daily Balance Summary rather than a per-row running balance. Docubrew reads each section, assigns the correct sign from the section it appears in, reassembles wrapped descriptions, skips the "How to Balance your Account" and notice pages, and outputs one date-ordered CSV with debits and credits in their own columns. It also handles TD's other layout, a single Transactions by Date table with Debit, Credit, and Balance columns.
How accurate is the conversion?
Docubrew is near-perfect on digital (text-layer) PDF bank statements, the kind you download straight from TD Bank's website. Every conversion ends with a preview step, so you can check the rows before you download. Nothing reaches your books unseen.
Can it convert scanned TD Bank statements?
Docubrew currently processes text-layer (native digital) PDF statements, the kind you download straight from TD Bank online banking. Scanned and image-based PDF support is on the near-term roadmap. If that is blocking your workflow, contact us at support@docubrew.com and we will let you know when it ships.
Do you convert TD Bank credit card statements?
Not yet. Docubrew currently handles TD Bank deposit-account statements, the checking and savings statements you download from TD Bank online banking. Credit card statement support is not available at launch. If you need it, contact us at support@docubrew.com so we can gauge demand.
Is it safe to convert my bank statement here?
Yes. The desktop app parses your file entirely on your own machine, so nothing is uploaded or stored. The cloud option encrypts every upload and deletes files automatically within 24 hours.
Does it work with QuickBooks and Xero?
Yes. For QuickBooks you can export a QBO file and upload it straight to the bank feed. For Xero, FreshBooks, and most other accounting software, the CSV imports directly. If you would rather work in a spreadsheet first, take the Excel workbook. Either way it is a clean import, not a live connection, so you stay in control of what goes into the books.
Can I convert several TD Bank statements at once?
Yes. Batch processing lets you upload dozens of statements in a single run and download each result as its own file. It is built for firms reconciling multiple clients each month, so you are not converting one PDF at a time.
How is this different from other bank statement converters?
Docubrew offers both a desktop app for local processing and an encrypted cloud option. Many converters are cloud-only, and others make you choose desktop or cloud up front. If you need control over where each client's data is processed, that per-job flexibility matters.
More Banks
Convert statements from other banks
Docubrew has pre-built support for the largest US banks, with a fallback parser for most other formats.
