Truist Statements + Landlords Workflow
As landlord, you regularly handle Truist bank statements. Landlords managing multiple properties need to track rental income and expenses from bank statements for tax returns.
BankScan AI: Truist to Excel for Landlords
BankScan AI converts Truist statements to Excel automatically — handling MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. Convert your bank statements to Excel to easily categorise rental income, maintenance costs, and mortgage payments for self-assessment.
About Truist Statement Format
Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
Truist Statement Quirks
Truist uses MM/DD with sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. Common issues: Legacy BB&T and SunTrust statement formats still appear for customers who have not yet been fully migrated, the merger created accounts with different numbering schemes, and Truist One checking reward entries use a unique format. BankScan AI handles all of these automatically.
How Landlords Handle Truist Statements
When working with Truist statements, landlords need to Landlords review bank statements to confirm tenant rent payments have been received, match maintenance invoices against bank debits, track mortgage interest payments for tax relief calculations, and c
Key terms you'll encounter: rental yield, Section 24, allowable expenses, wear and tear allowance, capital gains.
How It Works
Upload Truist statement
Drag and drop your Truist PDF. Supports PDF. Our AI handles MM/DD automatically.
AI parses the statement
Our AI understands Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance and extracts every transaction with 99%+ accuracy.
Use in your landlords workflow
Download Excel ready for Excel, Hammock or direct analysis.
Truist + Landlords Features
- Legacy BB&T and — SunTrust formatting may still appear depending on account migration status
- Truist One checking — tier benefits are summarised in the statement header
- Built for Landlords — Saves 1-2 hours per property per month on income and expense tracking, with portfolio landlords saving a full day each month across 10+ properties
- Software compatible — Output works directly with Excel, Hammock, Landlord Vision
Convert Truist Statements — Built for Landlords
Handles MM/DD dates, sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance, and PDF formats automatically.
Convert Truist Statements Free