AI-powered · Free to try

Convert Truist Bank statements to Excel or CSV

Upload any Truist (formerly SunTrust or BB&T) PDF statement and get a clean spreadsheet in under 60 seconds.

No credit card required · 15 free pages

Supported Truist Bank statement formats

  • Truist One Checking and savings statements (PDF)
  • Truist credit card statements (PDF)
  • Truist Business Checking statements (PDF)
  • Legacy SunTrust and BB&T statement formats (PDF)

About Truist Bank statements

Truist was formed by the merger of SunTrust and BB&T. LedgerLift handles both the current Truist statement format and legacy SunTrust/BB&T PDFs that customers may have on file.

Your Truist Bank statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a Truist Bank statement

Four steps. Under a minute.

01

Download from Truist Online Banking

Log in at truist.com, go to your account, navigate to Statements, and download the PDF.

02

Upload to LedgerLift

Drop the PDF into LedgerLift. The AI extracts every transaction from the Truist layout.

03

Review and edit

Check the extracted table and correct any rows before exporting.

04

Export as Excel or CSV

Download your spreadsheet and use it in your workflow.

Export Truist Bank transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert Truist Bank statements?

Common workflows that use Truist statement conversion.

Bookkeeping import

Convert Truist checking statements to CSV and import into QuickBooks, Xero, or FreshBooks.

Credit card reconciliation

Export Truist credit card activity to a spreadsheet for monthly expense review.

Business reporting

Convert Truist Business Checking statements for monthly bookkeeping and close.

Historical records cleanup

Process legacy SunTrust or BB&T statements from before the Truist merger to complete historical records.

Frequently asked questions about Truist Bank conversion

Does LedgerLift handle old SunTrust and BB&T statement formats?
Yes. Legacy SunTrust and BB&T PDFs use different layouts but are both recognized and extracted accurately.
Which Truist accounts are supported?
Truist One Checking, savings, credit cards, and business checking accounts are all supported.
How accurate is Truist statement extraction?
Digital Truist PDFs are typically 99%+ accurate. You can review and edit any row before downloading.
Can I batch-process multiple Truist statements?
Accountant plan users can upload multiple PDFs at once. Pro and Free users process one at a time.
How do I download a Truist statement as PDF?
Log in to truist.com, select your account, click Statements, and choose the period to download.

Ready to convert your Truist Bank statement?

Upload your PDF now. No credit card required — 15 pages free.

Convert a Truist statement free