Convert Truist Financial Bank Statement to Excel

Truist Financial statement converter — export to Excel XLSX or CSV in minutes

PDF, JPG, PNG, BMP, HEIC, TIFF

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Why convert Truist PDFs to Excel?

Truist statements blend legacy BB&T/SunTrust formats, with Zelle, ACH and remote deposits. Manual copy‑paste causes misaligned columns. BankXLSX exports neat, balanced spreadsheets.

  • Understands fields: Date, Description, Item/Ref, Debit, Credit, Balance
  • Handles RDC and Zelle lines without losing identifiers
  • OCR support for scanned PDFs
  • Exports Excel/CSV for accounting and reporting
Accurate parsing

Purpose‑built models trained on North American bank formats deliver clean columns for reconciliation and analytics.

Excel (XLSX) & CSV

Download spreadsheets that match common import templates and pivot‑table workflows.

Secure by design

Secure connections and short‑lived processing. You remain in control of your data.

How to convert Truist Financial PDF to Excel

Upload your PDF statements from Truist Financial online banking or mobile app.

We parse dates, descriptions, references, debits, credits and running balances with OCR for scans.

Export your results to Excel (XLSX) or CSV and import into your finance stack.

Truist Financial bank statement to Excel — keywords & use cases

Popular searches: "convert Truist Financial statement to Excel", "Truist Financial CSV download", "Truist Financial PDF to spreadsheet", "Truist Financial reconciliation Excel".

Use cases: month‑end close, audit schedules, cash‑flow analysis, expense review, loan underwriting, diligence, tax prep.

Supported entries: ACH, wires, checks, card settlements, ATM/cash, interest, fees; consistent running balances.

Historical archives and multi‑account workflows supported with bulk conversion.

Truist Financial statement converter FAQs

Which account types are supported?

Checking, savings, credit card and corporate accounts.

Will the running balance be preserved?

Yes — we keep running balances and validate totals in Excel output.

Can I export to CSV?

Absolutely. Export results as Excel (XLSX) or CSV.

Do you support scanned statements?

Yes, OCR reads scanned or photographed statements with strong accuracy.