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spending? I can do it myselff manually, but it would be much easier if I had a platform for it that works with your system...
September 13, 2016 08:40:41 AM
In reply to Mary, Hooksett
Thanks for contacting TD Helps today, Mary. This is a great question, and we'll be happy to point you in the right direction.
Currently, we support access to your account information using Quicken and Quickbooks Personal Finance Management (PFM) software. Please see our link here: https://go.td.com/1lCtq6l for additional info.
If you'd like to use another type of PFM software, you're welcome to see if you're able to synchronize these platforms. Typically, TD Bank supports a direct connection, which is the type of connection used with Quicken and QuickBooks. Kindly note that if you'd like to use software other than these, in the instance of any issue you'll want to reach out to the company directly for support.
If you have any additional questions, you may contact a Tech Support Specialists at 800-493-7562. Specialists are available 24 hours a day, 7 days a week, and will be more than happy to assist you with any additional questions or concerns that you may have.
We hope this helps, Mary, and please enjoy the rest of your day.
Customer Service Team, Mount Laurel
September 13, 2016 08:40:58 AM