Can I convert a Truist PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from Truist online do. Scanned paper statements cannot be read.
Truist Statement to Excel: Download and Convert
How to download a Truist statement, and convert it from PDF or CSV to Excel, QuickBooks or Xero in your browser.
insytesBI provides estimates for informational purposes only, not financial, tax or accounting advice.
Truist statements
- What Truist gives you
- CSV, plus Quicken (QFX) and QuickBooks formats
- How far back
- The download covers recent activity; Truist cites up to 18 months online for some account types. Use PDF statements for anything older.
- How we read it
- insytesBI reads Truist CSVs directly. If you have years of history, upload the CSV for recent months and the PDF statements for older ones; overlapping lines are counted once.
Download your Truist transactions
- Sign in to Truist online banking on a computer.
- Select the account whose transactions you want.
- In the transaction view, select Download or Export (former BB&T and SunTrust customers may find it under the account options menu).
- Set the date range, choose CSV and save the file.
Frequently asked questions
What does Truist let me download?
CSV, plus Quicken (QFX) and QuickBooks formats
How far back can I download Truist transactions?
The download covers recent activity; Truist cites up to 18 months online for some account types. Use PDF statements for anything older.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.