Why Convert Truist to Excel?
Convert your Truist Financial (formerly BB&T / SunTrust) bank statement from PDF to Excel format. Microsoft Excel (.xlsx) is the most versatile output format — ideal for sorting, filtering, pivot tables, and custom formulas on your bank data. — BankScan AI handles MM/DD dates and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance automatically.
Excel Output Details
Microsoft Excel (.xlsx) is the most versatile output format — ideal for sorting, filtering, pivot tables, and custom formulas on your bank data. BankScan AI outputs .xlsx files with formatted headers, auto-sized columns, date cells (not text), and numeric amounts — so SUM, VLOOKUP, and pivot tables work immediately without reformatting. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
Getting Your Truist PDF
In Truist Online Banking, go to 'Statements & Documents', select the account and period, and download as PDF. For QFX or CSV exports, use 'Download Transactions' from the account activity page.
How It Works
Upload your Truist PDF
Drop your Truist bank statement PDF into BankScan AI. Supports PDF formats.
AI extracts all transactions
Our engine parses Truist's MM/DD dates and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance with 99%+ accuracy.
Download as Excel
Get your data as Excel (.xlsx). Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Truist to Excel 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
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Format compatibility — Compatible with Xero (via CSV re-save), QuickBooks (via CSV re-save), Sage
Convert Truist to Excel Now
Accountants doing manual analysis, auditors sampling transactions, and anyone who needs to manipulate data with formulas or charts
Convert Truist to Excel Free