Truist + Pandle: Bridge the Gap
Need to get your Truist Financial (formerly BB&T / SunTrust) bank statement into Pandle? Truist uses MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance — which needs converting to CSV / QIF (Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits) for Pandle import.
How BankScan AI Converts Truist for Pandle
BankScan AI's CSV output imports directly into Pandle's bank statement upload feature. Perfect for sole traders who receive statements from clients or banks without direct feeds. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
How It Works
Upload your Truist PDF
Drag and drop your Truist statement. Supports PDF with MM/DD handling.
AI converts for Pandle
Our AI parses Truist's layout, converts dates to DD/MM/YYYY, and outputs CSV / QIF.
Import into Pandle
In Pandle, go to Banking > select your account > Import Transactions. Upload the CSV or QIF file from BankScan AI. Pandle auto-maps standard column formats.
Pandle Import Tip
Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits
Truist to Pandle Features
- Truist optimised — Trained on Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance with MM/DD parsing
- Pandle formatted — Output as CSV / QIF with Date, Description, Money In, Money Out — Pandle requires separate columns for credits and debits
- Date conversion — Converts MM/DD to DD/MM/YYYY automatically
Import Truist Data into Pandle
After converting your Truist statement with BankScan AI:
- In Pandle, go to Banking > select your account > Import Transactions
- Upload the CSV or QIF file from BankScan AI
- Pandle auto-maps standard column formats
Common Import Issues
Pandle's free tier limits bank feed connections — manual CSV import via BankScan AI is the workaround for banks without direct Pandle feeds.
Import Truist into Pandle Today
Automatic date conversion (MM/DD to DD/MM/YYYY), column mapping, and format validation.
Import Truist to Pandle Free