In this tutorial, we will walk you through how to convert your TD Bank statement to Excel using Lido. Simply follow the steps below.
To begin, make sure your TD Bank statement is saved as a PDF, image, or scanned copy.
If you are new to Lido, you can create a free account here. Once you are logged in, create a New File.
Click the Extract Data button at the top of your sheet.
Drag and drop your file into Lido, or click to browse your files. PDFs, scanned images, and photos of paper statements are all supported.
For the purpose of this tutorial, we are only using a sample statement that follows the same layout as a TD Bank statement.
Let Lido know which columns you want to appear in your spreadsheet. For a TD Bank statement, this typically includes the posting date, description, and amount of each transaction, along with any other columns shown on your statement.
If you need more control over the results, you can use the optional field for extra instructions. For example, you can ask Lido to extract only deposits, or to include the starting and ending balances.
When you are ready, click Process All Files and Lido will automatically extract the data for you.
After Lido finishes processing, review the extracted rows and compare them against your original statement to confirm everything was captured accurately. You can then edit cells, adjust column widths, or change the formatting to suit your needs.
Once the data looks right, click Export to Excel to download your TD Bank statement as a spreadsheet file.
Lido handles TD Bank PDF statements from online banking and TD mobile app.
Format notes: TD Bank statements include a check image section that some converters try to parse as transactions. The Canadian and US statement formats differ, which matters for cross-border accounts.
Lido's AI handles these format variations automatically. Unlike template-based converters that break when layouts change, Lido reads the document contextually, so it adapts to TD Bank's specific formatting without manual configuration.
Copy-paste from online banking: TD Bank's website lets you view transactions online, but copying and pasting into Excel produces messy formatting that requires significant cleanup. This works for a handful of transactions but breaks down at volume.
CSV download from TD Bank: Some TD Bank accounts let you download transactions as CSV directly from online banking. This works for recent transactions but doesn't cover older statements, scanned paper statements, or statements received from clients.
Manual data entry: Typing transactions into Excel. At roughly 45-60 minutes per 30-page statement with a 2-4% error rate, this is the option Lido replaces.
For the full landscape of bank statement tools, see best bank statement OCR software and how to automate bank statement reconciliation.
Upload your TD Bank PDF statement to Lido at lido.app. Lido's AI extracts transaction dates, descriptions, amounts, and balances automatically with 99.9% accuracy, then outputs clean Excel, CSV, or Google Sheets data. No templates or manual setup required. 50 free pages to test.
Yes. Lido includes built-in OCR that handles scanned and photographed TD Bank statements with 99.9% accuracy. Upload the scan or photo, and Lido extracts the same structured data as from a digital PDF.
Some TD Bank accounts allow CSV transaction downloads from online banking for recent periods. However, this doesn't cover older statements, scanned paper statements, or statements received from clients. For those, an AI converter like Lido extracts the data from the PDF directly.
Lido achieves 99.9% accuracy on TD Bank statements, including both digital PDFs and scanned paper statements. It handles TD Bank's specific formatting quirks automatically without per-bank template configuration.
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