Convert your Truist Bank Statement to Excel & CSV
Preparing taxes, a mortgage application, or a budget from your Truist statement usually means manual data entry. StatementSheet skips that step and exports the transaction table directly.
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StatementSheet ships a parser tuned specifically for the Truist statement layout (its column headers, date format and balance lines), so checking and savings statements convert accurately out of the box.
US statements use MM/DD/YYYY dates and a dollar amount column; StatementSheet detects the date order automatically. The parser then reconciles the statement automatically: it checks the running balance wherever it can read one, ties the transactions to the closing balance it read, and flags anything that does not add up.
Digital Truist PDFs are parsed entirely in your browser and never uploaded. If your statement is a scan, on-device OCR recovers the text right on your device; an unreadable page is sent to cloud OCR only if you explicitly approve it.
How to convert your Truist statement
Download the PDF
Save your Truist statement as a PDF from online banking.
Drop it above
The transactions are parsed locally in your browser. An unreadable scanned page goes to cloud OCR only with your explicit OK.
Review the badge
Green means everything it could check tied out; amber highlights the rows that failed a check.
Download
Export a clean .xlsx or CSV for Excel, QuickBooks or Xero.
Supported formats
Export to PDF Bank Statement to Excel · PDF Bank Statement to CSV · Scanned Bank Statement to Excel · Credit Card Statement to Excel.
Truist statement FAQ
Is my Truist statement uploaded to a server?
No. Text-based Truist PDFs are parsed in your browser with JavaScript, so the file never leaves your device. Scanned statements are OCR'd on-device too; an unreadable page is sent to cloud OCR only if you explicitly approve it.
Which Truist account types work?
Checking, savings and credit-card style Truist statements all work. The parser reads the transaction table regardless of account type and reconciles the running balance wherever our parser can read one.
Can I export Truist transactions to CSV for QuickBooks or Xero?
Yes. Download a clean CSV with consistent Date, Description, Debit, Credit, Amount and Balance columns that imports directly into QuickBooks, Xero, Wave or Excel.
What if a row looks wrong?
Any row that breaks the running balance is highlighted in the editable preview grid. Fix the cell inline and your correction flows straight into the .xlsx and CSV download.
More banks
Banks either side of Truist alphabetically, plus the ones people convert most often.