Truist Statement to Excel Converter
Convert Truist PDF statements to categorized Excel. Try 3 pages free, no signup.
Convert Truist StatementTry 3 pages free • No signup • Files auto-deleted after analysis
Drop your statement here — 3 pages free, no signup
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Supported formats: CSV, PDF, XLS, XLSX, OFX • 3 pages free, no signupTruist (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
Every transaction — debits, deposits, fees — no retyping
Automatic spending categories
Excel, CSV, QuickBooks, Xero, QBO and OFX export
Password-protected and scanned 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, keeps every row, and assigns spending categories.
3. Export
Download Excel, CSV, or a QuickBooks/Xero/QBO import file — or keep working in the dashboard.
Frequently asked questions
How do I convert a Truist statement to Excel?
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.
Can I import a Truist statement into QuickBooks or Xero?
Yes. The same upload exports a QuickBooks Online CSV, a QuickBooks Desktop .qbo file, a Xero bank statement CSV, or OFX, with every debit and credit and stable transaction IDs so re-importing a month does not create duplicates.
Is the Truist converter free to try?
Yes. You can convert 3 pages instantly with no signup. Longer PDFs show a secured preview first; unlock that file for $9.99. Files are deleted after analysis.
Does it work with scanned Truist PDFs?
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.
Same statement, other formats
One upload gives you every export. Pick the page for the file you need:
Ready to try it?
Convert Truist StatementWorks with your bank
United States