Import a TD Visa Statement (CSV or PDF) - Fininja

Fininja

Import your TD Visa statement into Fininja

Download the CSV or PDF that TD already gives you for your Visa, upload it, and let Fininja sort the transactions. Fininja never asks for your EasyWeb credentials - you export the file yourself and decide what to share.

CSV supportedPDF supported

Fininja never asks for your TD online banking credentials. You export the file and choose what to upload.

This format is covered by Fininja's tests

A real TD Visa CSV and a real TD Visa PDF statement are part of Fininja's parser test suite, and a dedicated regression test re-parses the CSV every time the importer changes.

The layout we test against looks like this:

11/19/2025, SQUARE ONE INSURANCE S, 99.33, , 207.28 - date, description, debit, credit, running balance, with no header row.

The TD credit card CSV arrives with no header row at all, and splits money out and money in across two separate columns. Fininja works out which column is which rather than relying on names that are not there.

How to download your TD statement

These steps cover TD Visa and other TD credit cards.

  1. Sign in to TD EasyWeb
    Use online banking in a desktop browser. The mobile app generally offers fewer download options than the full site.
  2. Open Statements and Documents
    Select the name on your account and choose “Statements and Documents” to reach your TD Visa statements.
  3. Open the billing period you want
    Use the dropdown menus to find and open the statement you need; it opens as a PDF you can save with the download arrow.
  4. Or export activity as CSV
    For a spreadsheet instead, open the card's account activity, then from the menu next to “Download” choose “Spreadsheet (.CSV)”. Fininja reads both the PDF and the CSV.
  5. Upload the file to Fininja
    Create an account, drop the file into the import screen, and review the transactions Fininja pulls out of it before anything is saved.

A note on accuracy: these steps follow TD Canada Trust's own EasyWeb statements guide, last checked July 2026. Bank interfaces change from time to time, so the exact labels may move - the general path (sign in, open the account, find the download or statements option) still holds. If yours looks different, tell us and we will correct this page.

What Fininja does with the file

The file is read, whatever shape it is in
Fininja's importer is format-agnostic. It inspects the file you upload - headers, or no headers at all - and works out which field is the date, which is the description and which is the amount. Once it has seen a layout it remembers the signature, so the next statement in the same format is quicker.
Nothing is saved until you say so
Imported transactions land in a staging area. You look them over, fix anything that was read or categorised wrongly, and only then do they join your transaction history.
Likely duplicates are flagged
Re-importing a period you already loaded is normal - date ranges overlap. Rows that look like something already in your history are marked as potential duplicates in the review step so you can leave them out.
Categorization learns from your corrections
Categories are predicted by a model trained on your own past corrections, not on a generic merchant list. Transactions it cannot place fall back to a usage-capped OpenAI lookup. Every correction you make makes the next import better.

What we do with the data you upload is spelled out in our privacy policy.

TD import FAQ

Should I use the CSV or the PDF?
Either. Both are covered by Fininja's tests for this format. CSV is generally cleaner because the data is already tabular; PDF is handy when you want a specific closed billing cycle and TD is only offering you recent activity as a download.
The TD credit card export has no column headers. Is that a problem?
No. That headerless five-column layout is exactly what the sample in Fininja's test suite looks like. The importer infers the meaning of each column from the data itself, so a missing header row is not an obstacle.
Can I import a TD chequing account too?
Yes - the same importer handles it, and there is a separate page walking through the chequing and savings export.
Does Fininja need my TD online banking login?
No, and it never asks for one. There is no account linking and no aggregator sitting between you and your bank. You sign in to TD Canada Trust yourself, download the file, and upload that file to Fininja. Fininja only ever sees the statement you choose to give it.
What happens right after I upload the file?
The importer works out which column or field holds the date, the description and the amount, then puts the resulting transactions in a staging area. Nothing is added to your history until you have looked through them and approved them. Rows that look like something you have already imported are flagged as potential duplicates so you can skip them.
What if a transaction lands in the wrong category?
Change it. Categorization runs on a model trained on your own corrections, so the fix teaches it your habits - the same merchant should land correctly next time. Transactions the model cannot place fall back to a usage-capped OpenAI lookup.
Is importing statements free?
Fininja has a free tier and a $4.99/month premium plan. CSV and PDF statement imports and auto-categorization are part of the premium plan - see the pricing section on the homepage for what each tier includes.

Importing from another bank?

Start with your last TD statement

Create an account, upload the file, and see your spending sorted - with every transaction still yours to review before it is saved.