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Convert your Truist Checking bank statement to Excel.

Drop in your Truist CheckingPDF and get a clean spreadsheet in seconds — every transaction extracted and checked against the statement's ending balance. Export to Excel, CSV, QuickBooks, Quicken, or Xero.

Truist checking statements come as PDF for both business and personal accounts. The converter extracts all activity into an accounting-ready format.

Drop a credit-card statement

PDF · up to 15 MB · processed in memory and never stored

How to convert your Truist Checking statement
  1. 01

    Download from Truist Checking

    Sign in to online banking and download your statement as a PDF.

  2. 02

    Drop it above

    Use the upload box, or click “Choose a PDF.” Demo mode works without an account.

  3. 03

    Review the ✓ balanced check

    The starting balance + all transactions is compared to the statement's ending balance. Look for ✓ balanced before downloading.

  4. 04

    Download your format

    Excel for spreadsheets, CSV for general use, QuickBooks (.qbo), Quicken (.qif), and Xero for direct import — signs adjusted for accounting.

Frequently asked
How do I convert a Truist Checking bank statement to Excel?
Download your Truist Checking statement as a PDF, drop it into the box above, and download the result as Excel, CSV, QuickBooks, Quicken, or Xero.
Does it work with scanned Truist Checking statements?
Yes. The converter reads the statement visually, so scanned and image-based PDFs work, not just digital ones.
Do you store my Truist Checking statement?
No. Your file is processed in memory and never stored on our servers.
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