Truist statement to Excel and CSV
Convert your Truist statement PDF into a spreadsheet in seconds. Tested on the real Truist statement layout and checked against the balance. Read on your device first.
- Checked every row against your balance
- Private read on your device first
- Excel & CSV plus QuickBooks, Xero and Quicken files
- Free no sign-up, no page limits
How Truist statements are read
Layout: Sections — Deposits, credits and interest; Other withdrawals, debits and service charges — with DATE | DESCRIPTION | AMOUNT($).
- Each section decides the direction of its amounts.
- Your previous balance and Your new balance check the totals.
- Section totals are not counted as transactions.
- Dates are read as month/day (for example 01/31); you can export them in any format.
Getting the PDF from Truist
Typically: Sign in to Truist online banking or the app, open the account, choose Statements and download the PDF. Menus change from time to time; look for “Statements” in online banking or the app.
Last tested October 2026. StatementEasy is not affiliated with Truist Bank.
Questions
Does StatementEasy work with Truist statements?
Yes. The real Truist statement layout was tested: every transaction was found and the result matched the balances printed on the statement.
Is my Truist statement uploaded?
Your browser reads the PDF first, on your device. Only if it cannot read it is the file read on our server, and deleted after reading. A statement we cannot read yet is kept encrypted for up to 14 days so we can add support for it.
Can I convert a whole year of statements?
Yes. Drop all the monthly PDFs at once and use “All files combined” to get one sheet with a File column.
Is StatementEasy made by Truist?
No. StatementEasy is an independent tool and is not affiliated with Truist Bank.
Your next statement, in a spreadsheet
Free, no limits. No sign-up.