Convert Truist statement PDF to Excel, CSV or QBO
Drop in a Truist statement PDF — get back a clean Excel / CSV or a QuickBooks-ready .QBO file.
- Activity downloads cover recent months — full statement history comes as PDFs
- Works for current Truist statements and older BB&T / SunTrust statement PDFs
- Your PDF never leaves your device — only the extracted text is processed, never stored
Drag & drop your Truist statement PDF here
or
Your PDF never leaves your device — extracted text is processed on our server, never stored.
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Frequently asked questions
How do I download Truist transactions as CSV or Excel?
Sign in at truist.com and open the account; the activity view lets you download recent transactions to a spreadsheet format. Monthly statements are available as PDFs. When the activity download stops short of the month you need, convert that statement PDF with the tool above to get the same Excel, CSV or QBO result.
Will older BB&T or SunTrust statements work?
Truist was formed by the BB&T–SunTrust merger, and bookkeeping catch-up often means pre-merger statements. The parser works from layout heuristics (dates, amounts, running balances) rather than a single bank template, so older BB&T- or SunTrust-branded PDFs generally parse as well. Confirm with the balance-match badge and give the preview a review before exporting.
Does it work with Truist business accounts and credit cards?
In most cases, yes. Layout heuristics rather than account-type templates mean Truist checking, savings, business, and card statements generally parse. The balance-match badge confirms the totals before you export — always give the preview a quick review.
Is it safe to convert a Truist statement here?
The statement is read by JavaScript inside your browser tab and never transmitted anywhere. There is no upload, no account, and no server copy — closing the tab discards everything. That makes it suitable even for statements containing account numbers.
Why not just copy and paste from the PDF?
PDF tables paste into Excel as jumbled single columns — dates, descriptions, amounts, and balances merged together. This tool understands the column structure, separates amounts from running balances, classifies debits vs credits, and verifies the math against the statement's own opening and closing balances.
I already paid but lost my license key — what do I do?
The license key is shown on your Gumroad receipt, emailed right after checkout. If you can't find it, search your inbox for "Gumroad", open the receipt, and copy the key — then use "Enter license key" in the top navigation to re-activate.