Convert Truist Statement PDF to Excel or CSV
Convert your Truist PDF bank statement to Excel or CSV in seconds — free for up to 100 pages/month. No template setup, OCR support for scanned statements.
Download your Truist PDF statement (from online banking or the mobile app).
Drag and drop it into the upload box on this page, or select the file manually.
Transaction date, description, and amount columns are detected automatically — download the Excel/CSV output in seconds.
What You Get
Illustrative example with sample data — your actual result will reflect your own statement.
Try It Now — Upload Your Truist Statement
Drop PDF here or click to upload
Max 10 MB · Text-based or scanned PDF
Does Truist offer its own export?
Truist's online banking portal typically lets you export recent transactions (usually the last 90 days to 24 months) as CSV, QFX, or OFX. These exports aren't the official, page-numbered statement format lenders and accountants expect — for loan applications, tax filing, or combined multi-account reporting, the formatted PDF statement is still what's required.
Comparison With Truist's Own Export
| Feature | Truist | Bank Statement Parser |
|---|---|---|
| Output format | CSV/OFX, limited date range | JSON/CSV/Excel from the full PDF you upload |
| Scanned/image PDF support | Not available | Supported via OCR |
| Other banks | Only works inside Truist's own portal | 100+ banks, automatic format learning |
| Automation | Manual download only | REST API + webhook |
Things to Watch For With Truist Statements
- PDF statements are often password-protected (the default password is frequently the last 4 digits of your SSN plus birth date) — the password needs to be removed before conversion.
- Legacy SunTrust/BB&T-era statement layouts (pre-merger) can still appear with a different structure.
Frequently Asked Questions
How do I convert a Truist statement to Excel?
Drag and drop your PDF statement into the upload box on this page — the parser automatically detects transaction date, description, and amount columns and outputs Excel/CSV. No template setup required.
Does this work with scanned Truist statements?
Yes — OCR support handles scanned or photographed older statements too, though accuracy can be slightly lower than with clean digital PDFs.