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I need to analyze my annual checking account activity for the year and need a complete download to excel to review.
Timothy, Delray Beach
December 28, 2017 01:24:01 PM
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In reply to Timothy, Delray Beach
Thanks for your question, Timothy! We're always happy to help.
The easiest and quickest way to view and print your statements is to check them out via your online account. Please know at this time, you are able to save your statements in PDF format.
You can export your recent transactions from current and previous statement cycles in CSV, OFX, QFX and QBO formats. Any transaction information older than your previous statement cycle will require manual entry.
You are able to view your statements after logging in your account here: http://go.td.com/1eaISlq and following the steps below:
-Click on the Accounts tab at the top of the screen
-Click on the checking account number you would like to view statements on
-Click on the Statements & Notices tab
-Choose the statement period you would like to view and click View Statement
-You may then click the print icon if you would like to print a copy of your statement
If you have any trouble, feel free to reach out to our Tech Support Specialists 24/7 at 800-493-7562.
We hope this helps, Timothy. Enjoy your afternoon.
Megan K, Mount Laurel
December 28, 2017 01:24:16 PM