How to download transactions from TD Canada Trust

To get your TD Canada Trust transactions into a budget, log in to EasyWeb, open the account, go to its account activity, and download it as a spreadsheet (.CSV). Tally reads that file directly. TD’s menus change from time to time, so check TD’s own help page if a step below does not match your screen.

What does TD’s own help page say?

TD publishes a help answer called “How do I download my account activity to a spreadsheet in EasyWeb?” (TD help answer, checked 8 October 2026). In outline it says:

1. On the Accounts page, select the account you want.
2. On the Account Activity page, select the time period you want.
3. Scroll to the bottom of the page. In the drop-down next to “Download”, choose “Spreadsheet (.CSV)”, then click the download button.
4. Save the file somewhere you can find it, and keep the “.csv” ending.

TD also has a separate area for monthly statements. TD’s page on online statements says you can reach up to 7 years of past statements as PDF files through EasyWeb’s Statements and Documents page (TD: access online statements, checked 8 October 2026). That area is for PDF statements, not for the spreadsheet download.

TD’s EasyWeb tutorial list (EasyWeb tutorials, checked 8 October 2026) did not have a spreadsheet-download tutorial when this guide was written, so TD’s help answer above is the place to confirm the current steps.

What does the downloaded file look like?

A TD download is a CSV with no header row. Each line is one transaction with five columns, in this order:

1. Date, in month/day/year form (for example 10/03/2026).
2. Description.
3. Money out (withdrawal).
4. Money in (deposit).
5. Running balance after that transaction.

Because the file has no column names, Tally recognizes TD’s file by its shape: five columns, no header, and that date layout. You do not need to edit it, add a header, or rearrange anything. Opening it in a spreadsheet and saving it again can change the date layout or drop the file’s original form, so import the file as TD gave it.

How do you import it into Tally?

1. Open the Import page in Tally on the web, or the Import screen in the Android app.
2. Choose the TD file. You can pick several files at once, up to 50.
3. Check the account name. Tally names it “TD (CAD)” by default. Keep that name the same each month so your history stays in one account.
4. Import. Tally tells you how many rows were new, how many were duplicates, and how many still need a category.
5. Work through the “needs a category” list. The starter rules cover many Canadian merchants and bank wording, such as grocery chains, Tim Hortons, Presto and Rogers.

Tally is still in development and there is no public sign-up. These steps describe how the import works today.

Why does the running balance matter?

TD’s file carries a balance on every line. That gives Tally a real starting balance, which safe to spend needs. Without a balance in an import, the safe to spend card says so and points you to Import.

What if I download overlapping dates?

That is fine. Tally gives each row a fingerprint built from the date, description, amount and running balance, plus a counter so two genuinely identical rows in one file are both kept. Rows it has already seen are skipped. If you download 45 days and last month’s file already covered 15 of them, you will see those 15 counted as duplicates. See how Tally catches duplicate transactions.

What if the download is not offered for an account?

Not every TD account type shows the same download choices. If a savings account or credit card does not show a spreadsheet option, check TD’s help page for that account type. If there is none, the monthly statement PDF is the fallback, but it comes with limits. A PDF row is imported only if its amount has a clear direction marker, and some rows may be skipped. See statement file formats explained.

Quick checks after importing

• Does the newest transaction date match what you see in EasyWeb?
• Does the last running balance match your account balance for that date?
• Are your paycheque and rent in the right categories? Fix them once and tick “remember this” so a rule is created.

Where this fits in the bigger method

This is one account in a monthly routine. The method is the same for any bank: download, import, sort, done. Read how to budget without linking your bank account for the full routine.