Convert Truist Bank Statements to Excel & CSV
Upload your Truist Financial PDF bank statement and get clean, structured data in Excel or CSV format. Free, accurate, and secure.
Ready to Convert Your Truist Statement?
Upload your Truist PDF bank statement and get clean Excel or CSV data in seconds. Free to try, no credit card required.
Convert Truist Statement NowAbout Truist Statement Format
Truist PDF statements, formed from the merger of BB&T and SunTrust, use a clean layout with an account summary section followed by transactions in chronological order. The format includes date, description, and amount columns with deposits and withdrawals itemized. A daily balance table and fee summary section appear at the end of the statement.
Statement Features
- Account summary with beginning balance, total additions, total subtractions, and ending balance
- Chronological transaction listing with deposit and withdrawal sections
- Daily balance tracking table for the statement period
- Fee summary section detailing monthly maintenance and other service charges
How to Convert Truist Statements to Excel
Download Your Statement
Log in to your Truist online banking and download your statement as a PDF.
Upload the PDF
Go to our homepage and drag your Truist PDF into the upload area.
Download Excel / CSV
Your transactions are extracted automatically. Download as Excel or CSV instantly.
Tips for Truist Statement Conversion
- Download statements from truist.com by navigating to Statements & Documents under your account
- Former BB&T and SunTrust customers may have legacy statement formats — both are supported
- Truist provides online statements for up to 7 years for checking and savings accounts
- Combined statements for linked Truist accounts will have clearly separated sections
Truist Statement FAQ
How do I download my Truist bank statement as a PDF?
Log in to truist.com, select your account, and go to 'Statements & Documents.' Click on the statement date to view and download it as a PDF. Truist makes statements available online for up to 7 years.
Can I convert old BB&T or SunTrust statements to Excel?
Yes. Both legacy BB&T and SunTrust statement formats, as well as current Truist statements, can be uploaded and converted. The converter handles the different layouts used before and after the merger.
Does Truist offer CSV export for bank transactions?
Truist allows you to download recent transaction activity in CSV or OFX format from the account details page. For full monthly statements with all balance information and fee details, converting the PDF statement to Excel is the most complete approach.