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Convert Truist Bank Statement to Excel

Transform your Truist Bank PDF statements into Excel or CSV files in seconds.

About Truist Bank

Truist Bank is a financial institution that provides banking services to customers across the United States. Truist Bank offers a full range of personal and business banking products.

Why Convert Your Truist Bank Statement?

Truist Bank provides statements in PDF format, which is great for viewing but difficult to analyze. Converting your statement to Excel lets you:

  • Sort and filter transactions by date, amount, or description
  • Create budgets and track spending categories
  • Prepare for tax season with organized records
  • Import data into accounting software like QuickBooks or Xero
  • Generate reports and visualizations of your finances

How to Export Your Truist Bank Transactions

  1. Log in to Truist Online at truist.com
  2. Select your account from the dashboard
  3. Click "Statements & Documents"
  4. Choose "Account Statements"
  5. Pick your statement period and download the PDF

Supported Truist Bank Account Types

Data River converts statements from all Truist Bank account types:

  • Truist One Checking
  • Truist Confidence Checking
  • Truist Savings
  • Truist Money Market
  • Truist Business Checking
  • Truist Enjoy Cash Card

What Makes Truist Bank Statements Unique

  • Truist PDF statements typically use a standard PDF/A format with 12-point font ledgers in personal checking summaries
  • Truist merged BB&T and SunTrust formats in 2022—some legacy formatting may appear
  • The "One Banking" rewards tracking shows tier progress
  • Truist statements include the Long Game savings challenges if enrolled
  • Business statements show treasury management fee details

Why Use Data River for Truist Bank Statements?

  • Fast: Convert Truist Bank statements in seconds, not minutes
  • Accurate: Optimized for Truist Bank's specific statement format
  • Secure: Your data stays private—we never store your files
  • Universal: Works with all Truist Bank account types and statement periods

Ready to convert your Truist Bank statement?

Try Data River free and convert your first statement in seconds.

Convert Your Truist Bank Statement

Frequently Asked Questions

Does Data River support both old BB&T and SunTrust formats?

Yes. Truist formed from the merger of BB&T and SunTrust. We support the new Truist format as well as legacy BB&T and SunTrust statements you may have from before the merger.

How does this handle Truist One Banking rewards?

Truist One Banking tracks your relationship tier and rewards. Data River extracts your transaction data separately from the rewards summary for clean financial analysis.

Can I convert Truist Business statements?

Yes. We support Truist Business accounts including treasury management services, lockbox deposits, and the detailed fee analysis section.

What about Truist Long Game savings transactions?

If you use Truist's Long Game savings feature, those challenge deposits appear in your statement. Data River captures them with proper labeling for easy tracking.

Is my Truist Bank statement data secure?

Yes. Data River processes your statements securely and never stores your files or financial data. Your statement is processed in memory and immediately deleted after conversion. We use bank-level encryption for all data transfers.

Start Converting Your Truist Bank Statements Today

Save hours every month by converting your Truist Bank statements with Data River.

Convert Your Truist Bank Statement