pdftoexcel

Convert your Truist statement to Excel

One Checking, One Savings, Enjoy Cash, and Truist business accounts. Drop a PDF and get back a verified XLSX, CSV, or QBO in seconds.

BankPDFtoXLS is an independent service. We are not affiliated with, endorsed by, or sponsored by Truist Bank. The name "Truist Bank" is used only to describe compatibility with statements you have legally obtained from your own account. See our trademarks policy.

Converting a Truist statement, step by step

  1. 1. Drop your Truist Bank PDF — digital or scanned, monthly statement or a combined multi-month export, up to 50 MB (or batch up to 25 files). Password-protected PDFs and image-only scans both work: scans go through vision OCR automatically.
  2. 2. Parse & reconcile — every transaction is extracted and the sum is checked against ending balance minus beginning balance within $0.01.
  3. 3. Download XLSX, CSV, or QBO — one click each, or batch up to 10 statements and download them as a single ZIP.

Inside a Truist statement: format details

Sections in the PDF
Account Summary · Deposits and Credits · Withdrawals and Debits · Checks · Daily Balances
Transaction date format
MM/DD
Products we've parsed
Truist One Checking, Truist Confidence Account, Truist One Savings, Truist Enjoy Cash / Enjoy Travel / Enjoy Beyond cards, Truist Small Business Checking, Truist Dynamic Checking (legacy)

Truist is the 2019 BB&T + SunTrust merger, and statement templates still vary slightly by legacy system — newer Truist One Checking PDFs use a unified four-block layout (Deposits, Withdrawals, Checks, Daily Balances) while older accounts may still ship the BB&T or SunTrust formats. The parser normalises all three variants to the same running-balance-validated output.

Daily Balances at the end of the statement act as a secondary check: the reconstructed running balance has to match every printed daily balance to the cent. Any missed or duplicated transaction flags the specific day where the running balance first diverged.

Enjoy Cash, Enjoy Travel, and Enjoy Beyond credit-card statements use the standard cycle-based US layout with merchant and category columns. These run through the LLM path and reconcile against the printed new-balance figure each cycle.

Truist accounts and products we convert

We handle checking, savings, credit-card, and business PDFs from Truist Bank.

  • checking
  • savings
  • credit-card
  • business

Where Truist PDFs trip up manual conversion

Format-specific quirks that break naive PDF parsers — and how the reconciliation pipeline handles each one.

Legacy BB&T and SunTrust template variants still in circulation

Truist was formed from BB&T + SunTrust in 2019, but customers occasionally have older PDFs from before the brand merger. The two legacy templates have different section names, different column orderings, and different date formats. The parser detects which legacy template is in use from the masthead and routes to the right extraction logic — so a multi-year discovery packet that mixes pre-merger BB&T and SunTrust statements with current Truist statements reconciles cleanly without manual re-routing per file.

One Banking transition statements show both old and new sections

Customers migrated to the One Banking platform got transition statements with both the legacy account-summary and the new Truist One layout on the same PDF. Both sections list balance figures but only one is the canonical reconciliation source. The parser identifies the canonical section by the 'as of' date footer and excludes the legacy block from the running-balance check while preserving it in the export's metadata tab for transition-period audit work.

Truist Confidence Account fee waivers print like transactions

Truist Confidence (the second-chance checking product) lists fee assessments and waivers as separate rows in the activity block — even when the fee was waived because of a qualifying direct deposit. The waiver row has $0 amount but the same description format as the fee row. Naive parsers either skip the $0 waivers (losing the audit trail) or include them as transactions (corrupting nothing but adding noise). The parser keeps the waiver rows in a fee-events tab in the export, separate from the main transaction stream.

Questions we get most often

Does it handle legacy BB&T and SunTrust statement formats?
Yes. Accounts migrated from BB&T or SunTrust may still ship the original statement templates; the LLM pass recognises each layout and normalises to the same transaction schema with running-balance validation.
Will Truist One Checking and One Savings parse together?
Yes. Both product tiers share the four-block layout; batch up to 10 PDFs mixing checking and savings and get separate XLSX/CSV/QBO files in the downloaded ZIP.
What about Truist Enjoy Cash credit-card PDFs?
Cycle-based credit-card statements use the standard US layout — merchant and category extracted via LLM, reconciliation against the printed new-balance figure per cycle.
How does the Daily Balances section improve accuracy?
It's a day-by-day ledger at the end of the statement. Our reconstructed running balance has to match every printed daily balance to the cent — a mismatch points at the exact day the discrepancy entered.

Further reading

Engineering notes

Why your bank statement balance doesn't match: 7 specific causes and how to track each one down

When the sum of transactions doesn't equal the printed ending balance, the cause is almost always one of seven specific patterns. A field guide to identifying which one you have, and what to do about each.

11 min read

Engineering notes

Password-protected bank statement PDFs: how to convert them safely without uploading the password to a stranger

Most banks ship encrypted statement PDFs by default. The conversion is easy when you have the password and impossible when you don't, but the part that matters most is what happens to the password during the conversion itself.

9 min read

Built for these workflows

Most Truist statements that come through us are part of one of these workflows. Each link below explains how the reconciliation guarantee maps to that practice.

Forensic accountants

Discovery packets, multi-year tracing

Divorce attorneys

Opposing-counsel financial disclosure

Bookkeepers

Catch-up & bank-feed gaps

Scanned PDFs

Vision OCR + reconciliation

PDF to QBO

QuickBooks-ready OFX export

For QuickBooks workflows

Verified imports, no duplicates

More banks with the same Verified guarantee