How to Download Your Truist Bank Statement PDF
Truist Financial Corporation was formed in December 2019 through the merger of BB&T and SunTrust Banks — two of the largest regional banks in the US Southeast. Truist is now the 7th largest commercial bank in the United States, with a strong presence in Florida, Georgia, North Carolina, South Carolina, Virginia, Tennessee, and Maryland. Here is how to download your statement:
From the Truist Website
- Log in at truist.com
- Click on Accounts in the top navigation
- Select the account you need the statement for
- Click Documents & Statements in the account menu
- Choose the statement period from the list
- Click Download PDF — Truist keeps 7 years of statements online
From the Truist Mobile App
- Open the Truist Mobile app and log in
- Tap on your account from the home screen
- Tap Statements in the account detail menu
- Select the month you need
- Tap Download — the PDF saves to your device
BB&T and SunTrust legacy statements: If you were a BB&T or SunTrust customer before the 2019 merger, your historical statements are now accessible through the Truist online banking portal. Simply log in to truist.com and navigate to Documents & Statements. Statements from before the merger retain the original BB&T or SunTrust formatting but convert correctly with our tool.
Convert Truist PDF to Excel or CSV — 4 Steps
1
Download PDF
truist.com → Accounts → Documents & Statements → select period → Download PDF
2
Upload Here
Drop the PDF above — checking, savings, money market, or credit card statements all work
3
Balance Verified
Every transaction is verified against the statement opening and closing balances
4
Download
Excel for analysis · CSV for QuickBooks, Quicken, Xero, or YNAB
Truist Account Types — All Supported
Output Columns — Truist Excel & CSV
Import Truist Transactions into Financial Software
QuickBooks Online
Convert the Truist statement PDF to CSV. In QuickBooks Online: Transactions → Bank transactions → Upload from file → upload the CSV → map Date, Description, and Amount → select your Truist account → Import. Small businesses in the Southeast US commonly use Truist as their primary banking partner alongside QuickBooks for accounting.
Quicken
Truist supports direct Quicken connection through Quicken Web Connect (QFX). Go to truist.com → your account → More Options → Download Transactions → choose QFX → open in Quicken. For extended date ranges or when the portal download fails, convert the Truist PDF to CSV here and import via Quicken → File → Import → Comma Delimited File.
Xero
Convert the Truist statement PDF to CSV using our tool. In Xero: Accounting → Bank accounts → Import a statement → upload the CSV → map the date, description, and amount columns → import. Xero's bank statement import accepts our output format without additional reformatting.
🇺🇸 US Use Cases — Truist Bank Statement Conversion
Truist is the dominant commercial bank across the Southeast US, with deep roots in the Carolinas, Georgia, Florida, and Virginia. The following are the most common reasons customers need to convert Truist statement PDFs:
- Mortgage Applications: Mortgage lenders require 2–3 months of bank statements to verify down payment assets and income. Truist is one of the largest mortgage lenders in the Southeast US. Download the original Truist PDFs for your lender and use our Excel conversion for your own asset summary worksheet.
- QuickBooks Import for Southeast US Small Businesses: Truist's core market is the Southeast US, where the bank serves a large number of small business owners in sectors such as construction, agriculture, healthcare, and retail. Converting Truist business statements to CSV enables clean QuickBooks or Xero import for monthly bookkeeping.
- Tax Preparation — Schedule C: Self-employed individuals and sole proprietors with Truist business checking accounts need their annual transaction history for Schedule C (Profit or Loss from Business) on their federal tax return. Convert 12 months of Truist PDFs to Excel and use the amount column to categorize deductible expenses.
- FAFSA Financial Aid Verification: Colleges and universities may request bank statement documentation as part of FAFSA verification. A Truist checking or savings statement PDF can be submitted directly to a financial aid office, or converted to Excel to calculate average monthly balance figures.
- Bankruptcy Filing Documentation: Chapter 7 and Chapter 13 bankruptcy filings require 6 months of bank statements. Truist customers filing for bankruptcy need to provide complete transaction histories; the Excel conversion makes it easier to prepare a financial summary for your bankruptcy attorney.
- SBA Loan Documentation: Truist is one of the top SBA 7(a) lenders in the Southeast US. SBA loan applications require 3 years of business bank statements. Convert multiple years of Truist business statements to Excel to prepare the cash flow analysis required in the SBA application package.
Mortgage Documentation
QuickBooks Import
Schedule C Tax Filing
FAFSA Verification
SBA Loan Application
Bankruptcy Filing
📁 Legacy BB&T and SunTrust Statement Holders
Many customers who banked with BB&T or SunTrust before the 2019 merger into Truist still have archived PDF statements in older formats. Our converter handles both legacy formats:
- Old BB&T statements (pre-2020): BB&T statements use the BB&T branding with a dark red colour scheme. These PDFs extract cleanly — dates, descriptions, and amounts all parse correctly from the original BB&T format.
- Old SunTrust statements (pre-2020): SunTrust statements used a blue and gold branding. Historical SunTrust statement PDFs are fully supported and convert to the same clean Excel/CSV output format.
- Accessing old statements through Truist: If you migrated your BB&T or SunTrust account to Truist, log in to truist.com — your pre-merger statements should appear in the Documents & Statements section dating back to the merge transition period. For older records, call Truist at 1-844-487-8478.
Frequently Asked Questions
How do I download my Truist bank statement as a PDF?
Log in at truist.com, navigate to Accounts, select your account, click Documents & Statements, choose the statement period, and click Download PDF. On mobile: open the Truist app → tap your account → Statements → select month → Download. Truist keeps 7 years of statements available online.
How do I convert a Truist bank statement PDF to Excel?
Upload the Truist statement PDF using the converter above. The tool reads the digitally generated PDF and produces a clean Excel file with one row per transaction — date, description, amount (signed positive/negative), and running balance. Conversion takes under 10 seconds and requires no signup.
Can I convert old BB&T bank statement PDFs?
Yes. BB&T merged with SunTrust in 2019 to form Truist. Historical BB&T PDFs saved locally or accessible through truist.com are fully supported. The BB&T PDF format extracts cleanly — all dates, merchant names, and amounts are parsed correctly from the older BB&T layout.
Can I convert SunTrust bank statement PDFs?
Yes. SunTrust merged with BB&T in 2019 to form Truist Financial. Locally saved SunTrust statement PDFs and those accessible through the Truist portal are all supported. SunTrust used a different statement layout from BB&T, but both formats are handled correctly by the converter.
Are Truist bank statement PDFs password protected?
No — Truist statement PDFs are not password-protected. You can download them from truist.com and upload directly to the converter without entering a password. If you have a third-party PDF that has been password-protected (e.g., emailed by a lender), our converter also handles password-protected PDFs.
Does Truist offer a CSV export directly?
Yes. Truist allows CSV download of transactions from the online banking portal: go to your account, click on Transactions, then the download icon and choose CSV with your date range. The PDF conversion is most useful when you need the running balance column (not in the native Truist CSV) or need to process a longer transaction history than the portal's download window allows.
How do I import Truist transactions into QuickBooks?
Convert the Truist statement PDF to CSV using our converter. In QuickBooks Online: Transactions → Bank transactions → Upload from file → upload the CSV → map the Date, Description, and Amount columns → select your Truist account → Import. Truist also supports a direct QuickBooks bank feed connection for ongoing transaction sync.
How do I use Truist statements for a mortgage application?
Mortgage lenders typically require 2–3 months of bank statements to verify down payment source and income stability. Download your Truist statement PDFs directly from truist.com and submit the original PDFs to your lender. Use our Excel conversion to prepare your own income and expense summary, or to calculate your average account balance over the required period.
How many years of Truist statements are available online?
Truist provides 7 years of statements online through the truist.com portal. If you need statements older than 7 years or from a closed account, contact Truist customer service at 1-844-487-8478. Historical paper copies can be requested for a fee per statement.
Can I convert Truist business account statements?
Yes. Truist Wealth Business Checking and other Truist business account statements are fully supported. Download the statement PDF from the Truist Business Banking portal and upload it here. ACH transfers, wire transfers, payroll direct deposits, and merchant card deposits all extract correctly with proper dates and amounts.
Can I convert Truist credit card statement PDFs?
Yes. Truist Enjoy Cash and Truist Enjoy Travel credit card statement PDFs are supported. The Excel output includes purchase dates, merchant names, transaction amounts, statement payments, reward credits, and any interest charges — each on a separate row for easy filtering and year-end expense categorisation.
Is the Truist statement PDF converter free?
Yes — completely free with no signup required. Anonymous users can convert statements up to 10 pages per session. Register free (no credit card required) to remove page limits and access conversion history for all your past Truist statements.
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