Convert Truist Statement to Excel, CSV, or OFX

Q: How do I download my Truist statement as PDF?

Log into your Truist online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.

Q: Can I convert every Truist statement layout?

Truist layouts can vary by account type, statement period, and document quality. Process a representative file first, then compare dates, signs, row count, and balances with the source before using the export downstream.

Q: Is my Truist data secure?

Transfers are encrypted with TLS 1.3. Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. We do not ask for or store your banking credentials.

Q: Can I convert multiple Truist statements at once?

Yes. Signed-in uploads support up to 15 files and 100 pages in total, with a 50 MB limit per file. Each standard page uses 1 credit (5 on signup, then 5/month).

Q: Can I convert both Truist and older BB&T or SunTrust statements?

Yes. Keep each PDF under its original layout and review the extracted columns separately before combining periods. Legacy BB&T and SunTrust statements can use different section names or placements from current Truist statements even when they contain the same core transaction fields.

Q: Why does my downloaded transaction history differ from the Truist statement?

An online transaction download can reflect a different time window or include activity that was not posted when the official statement closed. Reconcile the export against the statement period, posted dates, and opening and closing balances before merging the two sources.

Q: Which format should I use for Truist accounting data?

Use CSV when your accounting software provides an import template, Excel when you need to clean, review, or analyse the rows first, and OFX when the destination accepts a financial exchange file. Confirm the destination fields before export.

Transform your Truist PDF bank statements into usable Excel, CSV, or OFX files in just a few clicks.

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Try it with a Truist statement

Drop a Truist PDF statement and watch the extraction happen live. Instant preview, no signup required.

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Export Excel/CSV/OFX
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Drag and drop your PDF files here, or click to select

1 file · 100 pages max · 2-page preview

Result preview

PDF · Before

TruistStatement — May 2026

05/02Salary payment+2,480.00

05/04Card · Supermarket-86.30

05/07Electricity bill-74.90

05/09CB Amazon-39.99

05/15Rent payment-720.00

Hours of data entrydone in seconds

Excel · After

DateDescriptionAmountCategory

05/02Salary payment+€2,480.00Salary

05/04Card · Supermarket-€86.30Groceries

05/07Electricity bill-€74.90Utilities

05/15Rent payment-€720.00Housing

No file handy?

Convert Truist statements to Excel Upload a PDF statement and export the extracted table as XLSX. Convert Truist statements to CSV Create a clean CSV for accounting imports, analysis, or reconciliation. Browse all supported bank guides Find guides for banks in your country and other supported regions.

About Truist

Truist was formed from the merger of BB&T and SunTrust Banks in 2019. A statement archive can therefore contain older BB&T or SunTrust PDFs alongside the current Truist layout, with different headings and transaction sections that should be reviewed separately during conversion.

Pro tip — How to download your statements

In Truist Online Banking, open the documents or statements area and save the official PDF for the period you need. Keep legacy BB&T or SunTrust statements in separate conversion batches so their layouts can be checked independently.

Truist statement format

Here's what a Truist PDF statement looks like and what matters for extraction.

Columns: Date Description Deposits / Credits Withdrawals / Debits Balance
Date format: MM/DD/YYYY
Decimal separator: period (1,234.56)
Running balance: Yes
Multi-line labels: Yes

Current Truist deposit statements may coexist with legacy BB&T and SunTrust PDFs in a multi-year archive. The branding, section names, and column placement can differ even when the underlying fields are the same, so each statement should be reviewed under the layout printed on that PDF.

Download your Truist statement as PDF

1 Sign in to Truist Online Banking or the Truist mobile app.
2 Open the Documents or statements area for the relevant account.
3 Choose the statement period and open the official account statement.
4 Download or save the statement as a PDF before conversion.

Extraction pitfalls to watch

Format quirks to know before converting a Truist statement.

Legacy BB&T, legacy SunTrust, and current Truist statements use different branding and can place summaries or transaction sections differently.
Pending activity is not part of an official statement, so do not mix a separate online transaction download with the posted PDF rows without reconciliation.
Checks, card transactions, ACH entries, transfers, and fees may be grouped into separate sections rather than one chronological table.
Long references and check details can wrap below the main transaction line and must be rejoined before export.

Export formats

CSV Excel (XLSX) OFX

Works with

QuickBooks Xero Quicken NetSuite

How to convert your Truist statement

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Download your Truist statement

Log into your Truist online banking, download your statement as PDF, then upload it to BankStatementLab.

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Automatic extraction

Our engine analyzes your Truist statement and automatically extracts all transactions: dates, descriptions, amounts.

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Export to Excel, CSV, or OFX

Download your structured file and import it into Excel, Google Sheets, or your accounting software.

Why convert your Truist statements with us?

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Truist statement guidance

Use the bank-specific format, download, date, and column notes on this page before reviewing the extracted rows.

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5 credits included

5 credits on signup, then 5/month. No credit card required to sign up.

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Secure and confidential

Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. Transfers are encrypted with TLS 1.3.

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Reviewable exports

Check the extracted table against the source statement before exporting to Excel, CSV, or a supported OFX workflow.

FAQ - Truist Statement Conversion

How do I download my Truist statement as PDF?

Can I convert every Truist statement layout?

Is my Truist data secure?

Can I convert multiple Truist statements at once?

Can I convert both Truist and older BB&T or SunTrust statements?

Why does my downloaded transaction history differ from the Truist statement?

Which format should I use for Truist accounting data?

Related guides

Go further with converting and importing your statements.

Convert a bank statement PDF to Excel or CSV Why different statement layouts break simple parsers Import statements without a bank feed

Pricing & credits 5 credits included to start. 1 credit = 1 page. Accounting integrations QuickBooks, Xero, Sage and more.

Ready to convert your Truist statements?

Create your account. 5 credits are included on signup, then 5/month. 1 credit = 1 page.