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.
- Menu → Import.
- Choose the writable finance file and a name for the account (or match an existing one as prompted).
- Upload a
.csvexport from TD. - Watch progress; you can cancel a running job.
- 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?
Open KlyrrRelated guides
Add spending with receipt snap
Capture purchases with camera, gallery, or manual entry so budgets and AI stay accurate.
What Klyrr is (and isn’t)
Klyrr helps Canadian families track spending with receipt snaps, then plan leftover dollars with TFSA, RRSP, FHSA, debts, and benefits.
Getting started with Klyrr
How to sign up, verify email, complete onboarding, and start a Solo or Family trial on Klyrr.
How to navigate the Klyrr app
Learn the top bar, bottom nav, and every menu section in the Klyrr personal finance app.