How to Export a CSV from TD Canada Trust
The 2026 step-by-step method for downloading your TD chequing, savings, or credit-card transactions as a CSV file from EasyWeb Online Banking — and how to turn that file into a full cashflow dashboard in under a minute.
The 5 steps
Export your TD transactions
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Log in to TD EasyWeb Online Banking
On a desktop or laptop, head to td.com and click EasyWeb Login. Sign in with your Access Card number (the 10- to 16-digit number on your TD debit card) and your password. If you usually bank in the TD app, you'll need to switch to a desktop browser for this — the CSV download feature doesn't exist in the app.
TipIf you're prompted for two-factor authentication, complete the security challenge first. TD may ask you to verify via text message or the TD app before granting full access to EasyWeb. -
Go to Accounts and select the account you want to export
From the top navigation, click Accounts. You'll see a list of every account on your profile — chequing, savings, credit cards, lines of credit. Click the one you want to export. TD will take you to that account's transaction history page.
You'll need to repeat this for each account you want in FlowVista — but you can upload multiple CSVs in one go later.
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Click "Download Transactions"
Once you're on the account's transaction history page, look for the Download Transactions link. On TD EasyWeb it is typically found near the top-right of the transactions table, close to the date-range filter.
If you don't see it immediately, make sure you're viewing the full Transaction History (not the summary view). Some account types require you to click into the detailed history first.
TipFor credit cards, the download link may appear under a different label such as "Download" or in a dropdown menu. Look near the statement period selector if you can't find it right away. -
Select your date range and choose CSV format
In the download dialog, set your date range first. TD EasyWeb typically lets you go back up to 18 months for chequing and savings accounts. For credit cards, you can usually access the current statement period plus the last 6 statements.
Then select "Comma Separated (.csv)" as the file format. You'll also see options for
.qfx,.qbo, and.ofx— you don't need those for FlowVista. Grab as much history as you can — FlowVista's forecasts get sharper the more data they have to learn from.Heads upTD uses M/DD/YYYY date format in its CSV exports (e.g.4/19/2026) and the columns differ slightly between chequing/savings and credit card accounts. Don't worry — FlowVista detects both layouts automatically. -
Download and upload to FlowVista
Click Download. Your browser will save the file — usually to your Downloads folder — with a name like
accountactivity.csvortd-transactions.csv.That's the file you upload into FlowVista. No spreadsheet tweaks needed — the FlowVista parser reads TD's format directly, including the date format, transaction descriptions, and debit/credit columns.
Pro tipRepeat steps 2 through 5 for each TD account. FlowVista de-duplicates transactions across uploads, so you can safely batch them all together.
Transaction descriptions can be cryptic. TD often truncates merchant names and appends location codes (e.g. SHOPPERS DRUG #1234 TORONTO ON). FlowVista's categorizer handles these automatically — it parses through the noise to identify the merchant.
Credit card versus chequing CSVs use different column layouts. Chequing and savings exports typically include separate debit and credit columns plus a running balance. Credit card exports may use a single amount column (negative for charges, positive for payments) and omit the balance. FlowVista detects both formats.
Need more history? TD keeps up to seven years of eStatements as PDFs inside EasyWeb. FlowVista's PDF parser reads those too, so if you need older data than the CSV export allows, download your monthly eStatements and upload them alongside your CSVs. The app merges everything automatically.
Now upload your TD CSV to FlowVista
Drag the file into FlowVista and you'll have categorized transactions, a cashflow forecast, and spending insights in under a minute. No credit card, no bank connection, no data shared — just your file on your dashboard.
Open FlowVistaTroubleshooting
Common issues
I can't find the Download Transactions link
Make sure you're on the full transaction history page, not the account summary. Click into the account, then look for a "View transaction history" or "Activity" link if you're on the summary view. The download option only appears on the detailed history page.
If you're on the TD mobile app, the download option won't be there at all. Sign in at td.com on a desktop browser instead.
My credit card CSV only covers one statement period
TD credit card exports are organized by statement period. You may need to change the statement period dropdown and download each one separately. FlowVista handles multiple uploads and de-duplicates transactions across files, so download as many periods as you need and upload them all at once.
The dates look wrong after opening in Excel
TD exports dates in M/DD/YYYY format. Some versions of Excel silently reformat dates when you open the CSV (especially if your system locale is set to DD/MM/YYYY). Don't open the file in Excel before uploading. Upload the raw .csv file as it came from TD — FlowVista parses TD's date format correctly.
Does FlowVista need a special CSV format from TD?
No. FlowVista's TD parser reads the default CSV that EasyWeb exports — including its column names, date format, and debit/credit conventions for both chequing and credit card accounts. Upload the raw .csv file without modifications.
Can I combine multiple TD accounts into one FlowVista upload?
Yes. You can upload multiple CSVs at once — chequing, savings, and each credit card. FlowVista de-duplicates across files by date, amount, and description, so you won't double-count anything. You can also mix TD CSVs with exports from other banks in the same upload.
Is it safe to download and upload my transaction data?
The CSV stays on your computer until you upload it. Once inside FlowVista, your data is encrypted at rest, protected by row-level security (so only your account can read it), and never shared with advertisers. FlowVista has no connection to TD — it only sees the file you chose to upload. Full details: Privacy Policy.
More guides
Other Canadian banks
FlowVista supports every major Canadian bank. Here are the other export guides: