Upload your Truist PDF and get a clean, editable spreadsheet instantly. Works with all Truist account types — checking, savings, business, and credit card.
Customers
15 million+
Founded
2019
HQ
Charlotte, NC
From
$1
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| # | Date | Description | Debit | Credit | Balance | |
| 1 | 1 | 01/06/2026 | UPI-HDFC-John Doe-HDFC001 | 2,500.00 | 47,500.00 | |
| 2 | 2 | 02/06/2026 | NEFT-SALARY-ACME Corp | 65,000.00 | 1,12,500.00 | |
| 3 | 3 | 03/06/2026 | ATM-CASH WITHDRAWAL | 10,000.00 | 1,02,500.00 | |
| 4 | 4 | 05/06/2026 | POS-AMAZON PURCHASE | 3,299.00 | 99,201.00 | |
| 5 | 5 | 07/06/2026 | UPI-SWIGGY-FOOD ORDER | 450.00 | 98,751.00 | |
| 6 | 6 | 10/06/2026 | IMPS-RENT PAYMENT | 15,000.00 | 83,751.00 |
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Step-by-step for every method
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Drop your Truist statement PDF — any account type, any date range
Our AI extracts every row into a live editable spreadsheet. Fix anything before downloading.
Download as Excel (.xlsx), CSV for QuickBooks, or JSON for developers.
All account types and delivery methods covered
Export your Truist CSV, then import into QuickBooks Online via Banking → Upload File. The Date, Description, Debit, Credit columns are pre-mapped.
CPAs and accountants request Excel statements for Schedule C, 1099, and self-employment tax prep. Convert your Truist PDF in minutes instead of manual entry.
Lenders require 2–3 months of bank statements. Truist Excel exports look professional and make it easy to highlight income transactions.
Business owners use Truist Excel exports to categorize monthly expenses, track cash flow, and prepare for quarterly reviews.
First conversion free. Pay only per document — no subscription. Short Truist statements start at $1.
Try Free NowDownload your Truist PDF statement from online banking or the mobile app. Upload it here — our AI reads the Truist format automatically and produces a clean Excel spreadsheet in seconds.
Yes. Export as CSV from our tool, then use QuickBooks Online's bank transactions import feature. The columns (Date, Description, Debit, Credit, Balance) map directly.
Absolutely. Truist business checking and savings statements use the same PDF format — our tool handles them correctly, including multi-page statements.
The first conversion is always free with a preview. After that, pricing starts at $1 for short statements and scales by page count — no subscription needed.
Your PDF is processed server-side and deleted immediately after conversion. We never store your financial data or share it with third parties.