How to download your TD Bank transactions

TD Bank is a bank in the US. Export your transaction history as CSV, OFX, QFX, then drop the file into PennySlice — the AI categorises it for you.

CSVOFXQFXUp to 18 months of history

Step by step

  1. Log in to TD Bank Online at tdbank.com.
  2. Click on the account you want.
  3. Go to 'Transaction History'.
  4. Set the date range.
  5. Click 'Download' link.
  6. Choose CSV format.
  7. Save the file.

Tips for TD Bank

  • TD Bank (US) is separate from TD Canada Trust.
  • Keeps up to 18 months of history online.

Got your TD Bank file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

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