Convert a Truist bank statement to Excel
Convert a Truist statement PDF to Excel or CSV in your browser. StatementSift detects date, description, amount and balance columns, then checks row-by-row balance continuity before export. Truist statements use this layout: Date, Description, Withdrawals, Deposits and Balance.
Drop your bank statement PDFs (multiple allowed) and StatementSift detects the date/description/amount/balance columns locally and reconciles row by row. Financial data is never uploaded or sent to any external AI. Text-based PDFs (from online banking) work best.
Columns
Date, Description, Withdrawals, Deposits and Balance.
Best source
Download the PDF from Statements in Truist online banking.
Review target
Flagged rows, opening and closing balances.
Watch-outs for Truist statements
Truist separates money out and money in into debit and credit columns. If a row is flagged, first check whether the sign was assigned correctly.
Wrapped merchant descriptions can push the next line out of alignment; check long descriptions when the balance proof fails.
Opening balance, closing balance and page-break continuation rows are not ordinary transactions, so review the first and last rows on multi-page statements.
How to convert a Truist statement
- 1
Download your Truist statement as a text-based PDF from online banking.
- 2
Drop the PDF into the local converter on this page.
- 3
Review detected columns, opening and closing balances, and every flagged row.
- 4
Export to Excel, CSV, or QuickBooks/OFX only after the reconciliation looks right.
Frequently asked questions
No. Reading the PDF, detecting rows, checking balances and building the export all run locally in your browser. Your Truist statement is not uploaded or sent to an AI service.
Download the PDF from Statements in Truist online banking.
Treat the export as a format conversion, not financial, accounting, tax or legal advice. Verify key figures and consult a qualified professional before relying on the output.
Updated · StatementSift team