How to Convert Truist Bank Statements to CSV or Excel

Why Convert Truist Statements?

Truist Financial was formed in 2019 from the merger of BB&T and SunTrust and is now the seventh-largest US bank with over 2,700 branches across 15 states, primarily in the Southeast and Mid-Atlantic regions. If you were previously a BB&T or SunTrust customer, your older statements may still carry the legacy branding while new statements use the Truist format. Extracting transaction data from Truist PDFs — whether for bookkeeping, tax preparation, or reconciliation — is a common need. BankRead handles both the new Truist format and older BB&T/SunTrust layouts.

Understanding the Truist Statement Format

Truist checking and savings statements use a portrait PDF with a standard table layout: Date, Description, Subtractions (debits), Additions (credits), and Balance. The header includes account information, statement dates, and summary totals. Truist credit card statements show an account summary followed by transaction details with Date, Merchant, Reference Number, and Amount. Some legacy BB&T or SunTrust statements may use slightly different column headers but follow the same general structure.

How to Convert with BankRead

Follow these steps to convert your Truist PDF statement to CSV or Excel:

1. Download your statement, export a spreadsheet, or take a photo — Get the PDF from your Truist online banking portal (see steps below), export transactions as CSV or Excel, or snap a photo of a paper statement with your phone.
2. Upload to BankRead — Drag and drop the PDF, CSV, Excel, or image on your BankRead dashboard. On mobile, tap "Take Photo" to capture directly with your camera.
3. AI processes your statement — BankRead's AI reads every transaction from text PDFs, spreadsheets, scanned documents, or photos — extracting dates, descriptions, and amounts, then categorizing automatically.
4. Review the extracted data — Check the transaction table on screen to verify the data looks correct. AI categorization is applied automatically.
5. Export to CSV or Excel — Click the export button to download your clean, structured data as a CSV or Excel file.

How to Download Your Truist Statement PDF

1. Log in to Truist Online Banking at truist.com with your user ID and password.
2. Select the account from your dashboard.
3. Click 'Statements & Documents' in the account navigation.
4. Select the statement period you need — statements are available for up to 7 years.
5. Click the PDF link to download the statement to your computer.

What Data Gets Extracted

BankRead extracts the following fields from your Truist statement:

• Transaction date (posted date from the statement)
• Description / payee (e.g., 'PURCHASE FOOD LION #0412')
• Subtraction amount (debits, withdrawals, fees)
• Addition amount (deposits, credits, interest)
• Running balance
• AI-assigned category (e.g., Groceries, Dining, Entertainment, Utilities)

Export Options

Once your Truist statement is processed, you can export the data in two formats:

• CSV (Comma-Separated Values) — Ideal for importing into accounting software like QuickBooks, Xero, Wave, or FreshBooks. Compatible with virtually any spreadsheet application including Google Sheets.
• Excel (.xlsx) — Ready-made spreadsheet with formatted columns and headers. Great for custom analysis, pivot tables, VLOOKUP formulas, or sharing with your accountant.

Tips for Truist Statements

• Truist uses 'Subtractions' and 'Additions' instead of the more common 'Withdrawals' and 'Deposits' — BankRead maps these correctly to debit and credit columns.
• If you have legacy BB&T or SunTrust statement PDFs, upload them as-is. BankRead recognizes both legacy and current Truist formats.
• Truist business account statements may include a 'Checks Paid' section with check numbers — these are extracted as standard transactions.
• Multi-page statements are handled in a single upload with no page limit.
• Truist Wealth management statements have a different format focused on portfolio performance and are not supported for transaction extraction.

Common Issues and Solutions

• The BB&T/SunTrust to Truist migration created format inconsistencies for statements issued during the transition period (2019–2022). BankRead handles both formats, but descriptions may vary between legacy and new branding.
• Truist checking statements may include a 'Daily Ledger Balance' section at the end — this is summary data and is not duplicated as transactions.
• Some Truist statements include promotional inserts or notices that span a full page — BankRead skips these non-transaction pages.

Frequently Asked Questions