Convert Truist Statements to Excel & CSV
Upload a Truist PDF statement and get every transaction back in clean, ready-to-use columns. $0.15 per page, no subscription.
What a Truist statement looks like
Truist prints its transaction table with these columns. We read every row exactly as it appears and return clean, normalized data.
- Dates are printed as MM/DD without a year (e.g. 11/04) — the year appears only in the header and the summary's "as of" dates
- No balance column at all. The Account summary does the math instead: previous balance, minus checks, minus other withdrawals, plus deposits, equals your new balance.
- Truist splits activity into three sections — Checks, "Other withdrawals, debits and service charges", and "Deposits, credits and interest" — with unsigned amounts, so the section decides the sign. Long ACH descriptions wrap to a second line, some end in a stray hyphen, and the PDF text layer glues words together ("Totalchecks"). We read the pages visually, sign by section, merge the wraps, and rebuild a running balance from the Account summary.
Why convert your Truist statement here
Truist statements have their own quirks. We built our converter for them.
Three sections, one signed table
Checks, withdrawals, and deposits print as separate sections with unsigned amounts. We merge them into one chronological table and sign every figure by its section.
Reads what copy-paste can't
Truist's statement system produces PDFs whose text layer runs words together — "Accountsummary", "Totalchecks". We read the pages visually, so it doesn't matter.
18 months goes quickly
Truist's online archive is roughly a year and a half — then it's a phone call. Convert and keep your statements now; the IRS can ask years later.
Nothing to lose
If a conversion fails, your credits are refunded automatically — and your first 10 pages are free.
How to download your Truist statement
You need the PDF first. Here is where Truist keeps it.
Online banking
- 1 Sign in at truist.com/signin
- 2 Select your account
- 3 Open the account's statements and documents area
- 4 Pick the statement period and download the PDF
Mobile app
- 1 Open the Truist app and sign in
- 2 Select "More" at the bottom, then the "Documents" tab
- 3 Select "Accounts" and choose your account
- 4 Pick the statement and save the PDF
Truist keeps roughly 18 months of statements and account history online — one of the shortest windows of any major US bank. Older statements mean a phone request, so download your PDFs early.
What people convert Truist statements for
Bookkeeping
Feed clean monthly transactions into your books instead of retyping them.
Tax preparation
Pull a full year of statements into columns that are ready for the return.
Reconciliation
Line statement transactions up against your ledger in one spreadsheet.
Loan & mortgage applications
Hand over tidy transaction histories when lenders ask for them.
Expense tracking
See where the money went without copying rows by hand.
Audit preparation
Produce consistent, sortable records for reviews and audits.
How to convert a bank statement to Excel
Three steps, no manual typing, no templates to set up.
Upload your PDF statement
Drag in one statement or twenty, from any bank. Up to 200 pages and 20 MB per file.
We extract every transaction
Dates, descriptions, and amounts are read straight from the document, row by row. Nothing is summarized, merged, or invented.
Download Excel or CSV
Both formats come with every conversion. Open the spreadsheet or import the CSV wherever you need it.
Simple pay-per-page pricing
Know the price before you upload. Your first 10 pages cost nothing.
$0.15 / page
- First 10 pages free
- No subscription, no minimum
- Excel and CSV included
- Failed conversions refunded automatically
What customers say
"Copy-pasting from Truist PDFs gave me words mashed together and totals with no spaces. This read the statement like a human would, and the columns came out clean."
Rachel Odom
"Unsigned amounts across three different sections meant my totals never matched the summary. One signed timeline fixed a month of confusion in minutes."
Kevin Duarte
"I still had SunTrust-era statements sitting next to new Truist ones. Both converted into the same clean spreadsheet without any setup."
Janet McAllister
Convert statements from other banks
Any bank works. These are the ones we convert most often.
Convert your first Truist statement free
Upload a Truist PDF and download clean Excel or CSV in minutes. Your first 10 pages are on us.
First 10 pages free · No credit card · No subscription