Sync TD Canada Trust to Microsoft Excel
BankSync may support connections to TD Canada Trust accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync TD Canada Trust to Microsoft Excel
map your columns once
Search for TD Canada Trust in BankSync
Sign up for BankSync and, if TD Canada Trust is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported TD Canada Trust fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from TD Canada Trust to Microsoft Excel
Transactions
Sync available TD Canada Trust transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported TD Canada Trust accounts.
Holdings
Sync supported investment positions, quantities, and market values from TD Canada Trust.
Trades
Sync supported investment trade and activity history from TD Canada Trust.
Loans
Sync supported loan balances and provider-supplied liability details from TD Canada Trust.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any TD Canada Trust field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync TD Canada Trust with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of TD Canada Trust or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.