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Convert Truist statements to Excel or CSV

A Truist checking statement prints checks and withdrawals before deposits, each in its own table. Upload the PDF here to get the transactions back as one CSV in date order, or as JSON if you are building something.

Drop your bank statement PDF here, or choose it

PDF, up to 10 MB. Nothing is stored.

Where to find your Truist statement PDF

  1. Sign in at truist.com or open the Truist app.
  2. Select Documents. In the app, tap More at the bottom to find it.
  3. Choose the account and the statement, then download the PDF.

How Truist statements are read

Money out comes before money in

The statement lists Checks first, then Other withdrawals, debits and service charges, then Deposits, credits and interest, each with its own total and every amount printed without a sign. The converter takes the direction from the table and puts the rows back into one list in date order.

Transfers name the other account

A move between your Truist accounts is printed as TRUIST ONLINE TRANSFER, then MOBILE or ONLINE and the other account's last four digits: TO ****0420. Those rows are marked as transfers, so moving money to your savings does not count as spending.

Parse Truist statements in your own app

Send the PDF to the StatementBear API and get JSON back: every transaction with its direction and category, the account it belongs to, and a check that the totals reconcile. No bank login, no template per bank. The first 25 documents are free, then $0.49 each.

{
  "object": "document",
  "issuer": {
    "name": "Truist",
    "domain": "truist.com"
  },
  "currency": "USD",
  "period": {
    "year": 2026,
    "month": 8
  },
  "accounts": [
    {
      "type": "bank",
      "last4": "6107",
      "primary": true,
      "totals": {
        "credits": 2480,
        "debits": 526.4
      },
      "transactions": [
        {
          "date": "2026-08-01",
          "description": "PAYROLL FABRIKAM INC JANE DOE CUSTOMER ID 4471029",
          "amount": 2480,
          "direction": "credit",
          "category": "income"
        },
        {
          "date": "2026-08-04",
          "description": "TRUIST ONLINE TRANSFER MOBILE TO ****2215",
          "amount": 400,
          "direction": "debit",
          "category": "savings"
        },
        {
          "date": "2026-08-11",
          "description": "BILLPAY DOMINION ENERGY JANE DOE",
          "amount": 126.4,
          "direction": "debit",
          "category": "utilities"
        }
      ]
    }
  ],
  "verification": {
    "reconciled": true,
    "issues": []
  }
}
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Statements from other banks

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Your bank is not listed? Upload it anyway: the converter reads any bank, in any currency. All banks

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Three simple steps

01

Download your Truist PDF

Sign in at truist.com or open the Truist app. Select Documents. In the app, tap More at the bottom to find it. Choose the account and the statement, then download the PDF.

02

Upload it here

Drop the PDF on the box at the top of this page. It is read in under a minute and nothing is stored.

03

Download the CSV

One row per transaction with date, description, amount, direction and category. Opens in Excel, Google Sheets and Numbers.

Frequently asked questions

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