How to export Toronto Dominion (TD) transactions to CSV
Step-by-step instructions to download your transaction history for use with Prosperi.
Steps
- 1Access your TD online banking account
- 2Navigate to "My Accounts" from the main menu
- 3Choose your account from the list
- 4Click on the "Activity" section
- 5Scroll slightly down to find the download icon, then click on it
- 6From the format dropdown next to "Download", select "CSV"
- 7Press "Download" to start the export
- 8Save the exported file to your Desktop or preferred folder. The file will have a ".csv" extension.
- 9We recommend you rename the file indicating the type (credit, chequing etc) and the date range for organization
Pro tips
- • Download 3–6 months of data at a time for best results.
- • Make sure to select "CSV" format (not PDF or QFX).
- • Rename the file with the account type and date range (e.g.
td-chequing-2025-01.csv) for organization.
Once you have your CSV, upload it to Prosperi to see your spending categorized automatically.
Try Prosperi free