How to Import Your TD Bank CSV into Klyrr
Klyrr Team · Jun 08, 2026 · 4 min read
Getting your transactions into Klyrr takes less than two minutes.
Step 1: Export from TD
Log into EasyWeb or the TD app, navigate to your account, and download your account activity as a CSV file.
Step 2: Upload to Klyrr
Sign in to Klyrr, go to Import, and upload your file. No column mapping required — we understand TD's format natively.
Step 3: Review AI categorization
Every transaction receives a category, subcategory, normalized merchant, and smart tags. Amazon purchases are grouped. Recurring payments like Netflix are detected automatically.
Tips for best results
- Import at least one month of data for meaningful insights - Re-import regularly — duplicates are skipped automatically - Check the Subscriptions page for detected recurring charges