How to Convert Truist Bank Statements to CSV or Excel

Quick Answer: QuickBankConvert converts Truist Bank PDF statements—including legacy SunTrust and BB&T statements—to CSV or Excel in under a minute. Upload your PDF, review the transaction preview, and download a clean spreadsheet for analysis or accounting.

Truist Bank was formed in 2019 through the merger of SunTrust Banks and BB&T Corporation, creating the seventh-largest bank in the United States. If you are a Truist customer—whether you joined through SunTrust, BB&T, or opened an account post-merger—getting your transaction data out of PDF statements is a common need. This guide walks through every available method.

Truist Bank: SunTrust + BB&T Merger {#truist-background}

The 2019 merger created a period of transition during which many customers maintained legacy accounts branded as SunTrust or BB&T before conversion to the Truist platform. This means you may have a mix of PDF statement types in your records:

• Legacy SunTrust PDFs – statements before full migration
• Legacy BB&T PDFs – statements before full migration
• Truist PDFs – statements after the full platform migration

All three formats are supported by QuickBankConvert, so you can convert your entire historical archive regardless of which era the statement comes from.

Why Convert Truist Statements? {#why-convert}

Truist's PDF statements are official financial records but are locked from direct analysis. Converting them to Excel or CSV enables:

• Budget tracking. Categorize spending from your Truist checking account and build monthly budget reports.
• Business expense documentation. If you use Truist for business banking, export transactions to import into QuickBooks, Xero, or Wave.
• Tax preparation. Identify deductible expenses, charitable contributions, or home business costs charged to your Truist account.
• Reconciliation. Match transactions against invoices, receipts, or accounting software entries.
• Migration planning. If you are consolidating banks or switching financial institutions, having a clean CSV export of your Truist history ensures you do not lose transaction records.
• Loan payment tracking. Truist offers mortgages, auto loans, and HELOCs. Exporting payment history provides documentation for refinancing or dispute purposes.

Downloading Your Truist PDF Statement {#download-truist}

Truist stores statements in its online banking portal:

1. Log in at truist.com or through the Truist mobile app.
2. Select the account (checking, savings, or credit card).
3. Navigate to Accounts > Statements or look for the Documents section.
4. Choose the statement period and click the PDF download icon.
5. Save the file to your device.

Truist retains 7 years of statements, including legacy SunTrust and BB&T records for customers who migrated from those banks.

💡 Tip: Truist's post-merger online banking platform can be confusing if you migrated from SunTrust or BB&T. Legacy statements from before the migration are stored in a separate archive section—look for "Historical Statements" or "Pre-Merger Documents" if you cannot find older records.

Convert with QuickBankConvert {#use-quickbankconvert}

QuickBankConvert handles all three Truist statement eras (SunTrust, BB&T, and Truist) and outputs a clean, consistent spreadsheet regardless of the original format.

How to convert:

1. Go to QuickBankConvert in your browser.
2. Drag your Truist, SunTrust, or BB&T PDF onto the upload zone, or click Browse.
3. The converter processes the PDF and displays a transaction preview in seconds.
4. Verify that dates, descriptions, and amounts are correct.
5. Click Export to CSV or Export to Excel and download the file.

All processing happens in your browser. Truist statement data never leaves your device.

⚠️ Warning: Truist statements for combined accounts (checking and savings on one statement) will produce transaction rows from both account types. Add an Account column in Excel after conversion to distinguish checking from savings transactions if you need to analyze them separately.

Sample Truist Checking Output

Truist's Native Export Options {#truist-native}

Truist provides some native export functionality, though it has been somewhat limited since the merger:

Online banking:

• In the account's Transactions view, look for a Download or Export button.
• Truist supports CSV, OFX, and QFX for recent transactions.
• The available date range varies by account but is typically 12–18 months.

Truist One View:

• Truist's financial management feature provides spending summaries, but this data is not exportable as raw CSV.

When native export is sufficient: For recent transactions within the available window, Truist's own export is reliable.

When PDF conversion is better: For legacy SunTrust/BB&T statements, for older records beyond the export window, or for period-specific reconciliation, PDF conversion with QuickBankConvert is the right choice.

Method Comparison {#comparison}

Building an Excel Workflow for Truist Data {#excel-workflow}

With months or years of Truist exports, building a repeatable Excel workflow saves significant time.

Create a master transaction sheet:

Maintain a single Excel workbook with all your Truist data. Each month, convert the new statement and append the new rows to the master sheet. Over time, you build a complete searchable history.

Add a Year-Month column:

Insert a calculated column: =TEXT(A2,"YYYY-MM") where A2 is the Date column. This lets you group and filter transactions by month without sorting by a date field.

Build a category lookup table:

Create a second sheet with two columns: Keyword and Category. Use XLOOKUP or IFERROR(VLOOKUP()) to auto-assign categories based on description keywords. This is faster than manual categorization and consistent across all months.

Reconcile against your statement balance:

Add a balance-check formula that sums all transactions from the opening balance. The result should match your closing statement balance to within a few cents (rounding from the PDF is the only expected discrepancy).

Handle legacy SunTrust/BB&T statements:

If you have pre-merger statements, they may use slightly different description formats. Create separate keyword-category lookup rules for legacy descriptions alongside modern Truist descriptions.

Use Excel Power Query for automation:

If you regularly add new months of data, Power Query can be configured to import and clean new CSV files automatically. Set the folder path and Power Query will pick up newly added Truist CSVs each time you refresh the workbook.

💡 Tip: For Truist mortgage or loan customers, keeping a payment history spreadsheet alongside your checking export is particularly valuable. Cross-reference payment dates and amounts to catch any posting errors or escrow adjustments that may have changed your payment amount.

Truist Bank customers—whether long-time Truist members or recent migrants from SunTrust or BB&T—can convert any PDF statement quickly and accurately with QuickBankConvert. Visit QuickBankConvert to start converting, or explore guides for Charles Schwab and PNC Bank statements.