Convert Truist statement to Excel
To convert a Truist statement to Excel, download the PDF from Truist, drop it into the converter below, and click Excel. LedgerClip rebuilds every transaction on your device — nothing is uploaded — and checks the totals reconcile before you save an Excel workbook (.xlsx) that gives you numeric amounts you can total, filter and pivot straight away.
Drop your Truist statement here
or choose a file — PDF, scan, or photo
Statements are read here in your browser. Nothing is sent to a server.
0bytes uploaded
Statement format
Truist statements download as text PDFs that parse directly; a scan or photo works too via on-device OCR.
QuickBooks institution ID
Uses a QuickBooks-accepted default ID that works for any account.
Also exports
How do I convert a Truist statement to Excel?
- Download the Truist statement PDF. Open the account and choose Documents, then Statements, and download the month as PDF.
- Convert it on your device. Drop the PDF into the converter on this page. LedgerClip rebuilds the transactions in your browser — nothing is uploaded — checks the totals reconcile, then lets you save an Excel workbook (.xlsx).
- Import into Excel. Double-click the .xlsx file to open it in Excel (or Numbers or Google Sheets). The Date, Description, Amount and Balance columns are already typed as numbers and dates. Total, filter or pivot the Amount column directly — no text-to-columns cleanup needed.
Where do I download my Truist statement?
Open the account and choose Documents, then Statements, and download the month as PDF. A downloaded PDF parses directly; a scan or photo also works, read on your device with OCR. See Truist's official statement help.
How do I import the Excel file into Excel?
- Double-click the .xlsx file to open it in Excel (or Numbers or Google Sheets).
- The Date, Description, Amount and Balance columns are already typed as numbers and dates.
- Total, filter or pivot the Amount column directly — no text-to-columns cleanup needed.
Because the amounts are written as real numbers (not text), SUM, filters and pivot tables work on the first try — the cleanup step most PDF-to-Excel tools leave you with is already done.
What's in the Excel file?
Each transaction becomes one row with the posting date, the description exactly as Truist printed it, the amount with the right sign, and the running balance when the statement prints one. The opening and closing balances are checked against the total, so an incomplete extraction is caught before you import.
Is my Truist statement uploaded anywhere?
No. The PDF is opened by code running in your browser and never leaves your device — the byte counter on the converter above stays at zero the whole time. There is no account and no sign-up to convert.
Frequently asked questions
- Does the Truist statement have to be a downloaded PDF, or can I use a scan or photo?
- Both work. A statement downloaded from Truist online banking is read from its text and is the most reliable. A scan or a phone photo is read on your device with OCR and checked so the totals reconcile.
- Is my Truist statement uploaded?
- No. The file is opened by code running in your browser and never transmitted. The byte counter on the page shows zero throughout.
- What does the Excel file contain?
- Date, description, signed amount (deposits positive, withdrawals negative) and the running balance when the statement prints one.
- How many statements are free?
- Three a month, with every export format. Pro removes the limit.
Convert another bank
LedgerClip reads 24 banks — also convert TD Bank, Navy Federal Credit Union, USAA to Excel, or see every supported bank and card. Also have the Truist credit card? Convert the Truist credit card statement.
Also available for Truist: CSV, QuickBooks, Xero, Wave, Google Sheets. If your Truist statement does not parse, report it and the layout is added within days. Updated .