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Truist Statement to Excel Converter

Convert Truist PDF statements to categorized Excel. Try 3 pages free, no signup.

Convert Truist Statement

Try 3 pages free • No signup • Files auto-deleted after analysis

Drop your statement here — 3 pages free, no signup

Drag & Drop Files Here

or

Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signup

Truist (formerly SunTrust / BB&T) statements inherit legacy layouts that copy-paste mangles. Upload the PDF, let AI extract every transaction, and download categorized Excel. Works with Truist checking and credit-card statements.

Built for Truist checking, savings, and credit-card statements

AI extraction — no retyping transaction tables

Automatic spending categories

Excel, budget-template, and PDF export

Password-protected PDFs supported

Try 3 pages free, no signup — files auto-deleted after analysis

How it works

1. Upload

Drop your Truist statement — PDF, CSV, XLS, or OFX.

2. Extract & categorize

AI reads the layout and assigns budget categories.

3. Export

Download Excel or keep working in the dashboard.

Frequently asked questions

Upload the Truist PDF, CSV, or OFX on the homepage. AI extracts every transaction, categorizes it, and you download Excel. Password-protected files are supported.

Yes. You can convert 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $4.99. Files are deleted after analysis.

If the PDF is a photo or scan, we run OCR on the page images. A CSV/Excel export from your bank is still the most reliable backup.

Ready to try it?

Convert Truist Statement

Works with your bank

United States

Chase · Bank of America · Wells Fargo · Capital One · Citibank · US Bank · PNC Bank · TD Bank · Navy Federal Credit Union · USAA · Ally Bank · Discover · American Express · Regions Bank · Fifth Third Bank · Citizens Bank · Charles Schwab

Other regions