Convert a Truist statement PDF to Excel or CSV
Your Truist statement as a spreadsheet in about a minute — extracted in your browser, and verified against the statement's own balances before you pay anything.
The steps
- 1. Download the PDF. Sign in to Truist online banking or the mobile app, open Statements (sometimes labelled Documents or eStatements), and download the monthly statement as a PDF. Choose the text-based PDF download, not a screenshot or a scan.
- 2. Drop it into the converter. The file is read by code running in your browser tab — it is never uploaded to a server, ours or anyone else's.
- 3. Check the free preview. You see the transaction count and the balance check: opening balance + every transaction = closing balance, taken from the statement itself.
- 4. Export. Download CSV or Excel (.xlsx) with date, description, amount, and running balance where the statement provides one. If the balance check passes, export costs 1 credit per PDF page (a 50-page pack is $10). If it doesn't pass — or can't be checked — the export is free.
Open the converter
Good to know for Truist statements
- Statement layouts differ between banks and change over time. That is exactly why the balance check exists: it proves the extraction against the statement's own totals instead of asking you to trust it.
- Downloaded PDFs from online banking are text-based and work here. A photographed or scanned statement is an image — this tool refuses those honestly rather than guessing.
- Multiple accounts or months? Convert them one file at a time and combine the spreadsheets — each export uses the same columns.