Truist Statements for Debt Management
Preparing Truist bank statements for debt management? Debt management advisors and IVA supervisors need detailed analysis of a debtor's bank statements to assess income, essential spending, and disposable income.
Convert Truist Statements Instantly
BankScan AI converts your Truist statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance automatically. Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
About Truist Statement Format
Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
Getting Your Truist Statement for Debt Management
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. Download 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal of statements.
How It Works
Upload your Truist statement
Drop your Truist Financial (formerly BB&T / SunTrust) statement PDF. Supports PDF. Need 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal? Upload them all.
AI extracts every transaction
Our AI handles Truist's MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance — extracting Net income from all sources, essential living costs (housing.
Use for debt management
Download formatted Excel ready for debt management. Income and expenditure categorised according to the Standard Financial Statement (SFS) format used across the UK debt advice sector
Truist + Debt Management Features
- Truist optimised — Handles MM/DD dates and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance
- Built for debt management — Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
- Period coverage — Convert 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal of Truist statements in minutes
Convert Truist for Debt Management — Fast
IVA proposals must be sent to creditors within 14 days of the nominee's report; debt management plans need quick setup to stop creditor action and interest accrual
Convert Truist Statement Free