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I do my books on a calendar month basis, but Visa does it's statements differently. I used to be able to download part of the current information and part of the previous statement to make up a monthly record on an excel spreadsheet. Then I allocate the costs to my different account categories. Now, there is extra information in each Visa entry, and it won't transfer neatly, but uses a lot more space, which I have to take out manually. This is a hassle, and like a lot of new programming, instead of being better, it is worse. Is there a simple way to get the Visa information to my Excel spreadsheet in list form like I used to be able to do it?
April 4, 2017 03:21:19 PM
2 people recommended this |
In reply to John, Regina
We appreciate you stopping by TD Helps today, John and we can certainly help!
We'd like to let you know that you've reach TD Bank NA in the United States. Based on your question, it sounds like you want to reach out to our partners up north, TD Canada Trust. You may submit your inquiry via their TD Helps page here: https://go.td.com/1Iam3rB. If you wish, you may even connect with them 24/7 at 1-866-222-3456.
Hope this provides some help, John and have a great afternoon.
Shanika A, Mount Laurel
April 4, 2017 03:22:02 PM