Convert Truist PDF to CSV
Convert Truist Bank PDF statements to CSV. Formed from the 2019 BB&T and SunTrust merger — supports both legacy formats. Stop manual data entry and get your Truist transactions into Excel, QuickBooks, or Xero in seconds.
Try free — no credit card required
How to Download Your Truist Statement PDF
- 1
Visit truist.com and log in with your User ID and password
- 2
Navigate to the "Accounts" section from the main menu
- 3
Select the specific account you need statements for
- 4
Click on "Statements" or "Documents"
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Choose your desired statement period and click the download icon to save the PDF
Truist was formed from the 2019 merger of BB&T and SunTrust. If you have older statements from either legacy bank, our parser handles all three format variants. Statements are also downloadable via the Truist mobile app under Documents.
What Your Truist CSV Will Include
Fields Our Parser Can Extract
If present in your Truist statement, we automatically detect and extract:
Truist Statement Format
Truist statements follow a standard date/description/amount/balance layout. Legacy BB&T statements used a slightly different column order than legacy SunTrust statements — our parser recognizes both formats automatically. Checking statements include check number references when applicable.
Supported Truist Account Types
- Checking
- Savings
- Money Market
- Credit Card
- Business Checking
Simple, Transparent Pricing
Start free with 5 conversions per month. Upgrade when you need more.
Unlimited text PDFs + 20 AI credits for 24 hours. One-time payment, no subscription.
For regular conversions
- 150 conversions per month
- Text PDFs
- CSV & Excel export
- 10 MB file size
- AI rescue & scanned PDFs
- Batch upload
200 AI credits/month
For messy & scanned statements
- 500 conversions per month
- AI rescue when standard extraction fails
- Scanned & image PDF support
- Batch upload (up to 5 files)
- QBO, JSON, CSV & Excel
- 15 MB file size
1,000 AI credits/month
For teams & high volume
- 2,000 conversions per month
- AI rescue & scanned PDFs
- Batch upload (up to 10 files)
- QBO, JSON, CSV & Excel
- Dashboard & 7-day history
- 25 MB file size · priority support
Free tier: 5 conversions/month, text PDFs only, CSV & Excel export — no credit card required. Create free account
Truist Tips & Notes
- 1
If you still have older BB&T or SunTrust statement PDFs, our converter handles those legacy formats too
- 2
Truist mobile app offers the same statement downloads under the Documents section
- 3
Business account statements may include payroll and wire transfer detail sections
- 4
Our parser automatically detects ABA routing numbers and account numbers in your statement for accurate identification
How Our Parser Handles Truist Statements
Description Repair
Reconstructs multi-line transaction descriptions that get split across lines in the PDF.
Artifact Removal
Uses position-based analysis to detect and strip repeated page headers, footers, and page-break artifacts across multi-page statements.
Date Normalization
Detects MM/DD/YYYY formatting and normalizes dates for consistent sorting in your spreadsheet.
Balance Validation
Validates each row's running balance, then cross-checks the first and last transactions against the statement's opening and closing balances.
Secure Handling
Your Truist statements are encrypted and processed securely. We automatically delete all files after 24 hours.
Instant Conversion
Our specialized parsing engine understands the Truist layout to extract data instantly and accurately.
Format Ready
Get a clean CSV or Excel spreadsheet with dates, descriptions, and amounts properly formatted for accounting software. Need higher accuracy? Try AI extraction.
Common Truist Conversion Issues
Encrypted PDF Errors
Some US banks (like Truist) may secure their PDFs. If our tool flags the file as encrypted, try “printing to PDF” (Ctrl+P / Cmd+P) to create a new, unlocked version before uploading.
Check Images
Our converter focuses on the transaction list. Images of cleared checks or deposit slips included in the PDF are skipped to keep your CSV clean and spreadsheet-ready.
Truist Statement Conversion FAQ
More Ways to Convert Your Truist Statement
PDF to Excel
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PDF to QBO
Import directly into QuickBooks Desktop or Online
PDF to JSON
Structured data for APIs and automation
AI Converter
Higher accuracy on complex or unusual layouts
Scanned PDF (OCR)
Convert scanned or photographed statements
Batch Converter
Upload and convert up to 10 files at once