Import TD Bank CSV transactions

Load past TD Bank transactions into Klyrr with a CSV export, then keep snapping for new spending.

Purpose: Load many past transactions at once for a TD account.

  1. Menu → Import.
  2. Choose the writable finance file and a name for the account (or match an existing one as prompted).
  3. Upload a .csv export from TD.
  4. Watch progress; you can cancel a running job.
  5. Review operations afterward; remove an import batch if it was wrong.

Expected CSV shape (TD): Date, Description, Debit, Credit, Balance — typically no header row as documented on the Import page.

Coming later (shown as soon): more banks’ CSVs, PDF statements, open banking. Until then use + for other banks.

Tip: Import once for history, then rely on snap for new spending — cleaner than re-importing the same weeks.


Ready to follow these steps in your account?

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