Workflow Guide
T
Workflow Guide
Recurring Detection
How to Connect TD Bank for Recurring Detection
Identify subscriptions, recurring bills, and payment patterns from connected bank transaction history.
Implementation steps
- 1
Connect checking and credit accounts with at least 90 days of transaction history.
- 2
Review auto-detected recurring charges, subscriptions, and bill patterns by merchant.
- 3
Monitor month-over-month changes and flag new or increased recurring charges early.
Required evidence
- Subscription and bill identification
- Month-over-month trend monitoring
- New recurring charge alerts
TD Bank-specific considerations
- Track TD Bank spending and cash balances in one place.
- Review recurring TD-linked charges automatically.
- See TD Bank activity beside brokerage and crypto accounts.