Convert Truist statements to Excel & CSV
Turn a Truist PDF statement into a clean spreadsheet in seconds. Upload the PDF and get Excel, CSV, QuickBooks, or Xero back — balance-verified, so every transaction adds up to your statement’s opening and closing balance.
Convert your statement →How it works
- Upload the PDF. Drop your Truist statement in — no retyping.
- We verify it. Every transaction is summed and checked against your statement’s own opening and closing balance. If the numbers don’t tie out, we tell you instead of handing you a wrong spreadsheet.
- Download. Get clean CSV, Excel, QuickBooks (OFX), or Xero output.
About Truist statements
Truist statements list transactions by date with a running balance and an account summary. Because the conversion is checked against the statement’s printed balance, you can trust the exported numbers rather than eyeballing them.
Export formats
- Excel / CSV — opens in Excel, Google Sheets, or Numbers.
- QuickBooks — an OFX (.ofx) file for direct import.
- Xero — a pre-coded bank-statement CSV.
Why balance-verified matters
Most converters just extract text and hope it’s complete. bankstatement.dev adds up every transaction and reconciles it to your Truist statement’s opening and closing balance. If a row is missing or misread, the total won’t match — and you’ll know before you import it into your books.
Frequently asked questions
How do I convert a Truist statement to Excel?
Upload your Truist PDF statement at bankstatement.dev. It extracts every transaction, checks the total against the statement’s opening and closing balance, and shows you the verified result on screen — no account needed to try it. Create a free account to download the clean Excel/CSV file. No retyping and no manual cleanup.
Which Truist accounts are supported?
Truist checking, savings, and business statements. Truist statements list transactions by date with a running balance and an account summary.
Is my Truist statement data secure?
Yes. Your PDF is processed securely, never stored, and no transaction data is retained. The file is discarded after conversion.
What formats can I export Truist statements to?
CSV and Excel, plus OFX for QuickBooks and a pre-coded bank-statement CSV for Xero.