Your bank · United States
Exporting from TD Bank.
About a minute, on TD Bank's website. Berm has been tested on a file laid out like the one it gives you.
The steps
- Sign in to TD Bank online banking and choose My Accounts.
- Choose your checking account, then the Activity tab.
- Scroll to the bottom of the page.
- Next to Download, choose CSV, then choose Download.
What the file holds
- Money out and money in in separate columns.
- A running balance, so Berm reads your balance from the file itself.
Then
Open Berm and choose the file on the Import card. It is read on your device and never uploaded; Berm says what it found in each column before anything is added, and importing the same file twice changes nothing.
Last updated September 2026. Banks change their websites; if this no longer matches TD Bank's, tell us.