Convert Truist Bank Statement PDF to Excel & CSV
Upload a Truist statement PDF, check the free preview, and download a clean spreadsheet with your statement's own columns.
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PDF up to 50 MB and 200 pages · Free for statements up to 5 pagesHow to download your Truist statement PDF
- Log in to Truist Online Banking or open the Truist Mobile Banking app.
- Navigate to the Accounts section and click Documents (or Statements & Documents).
- Select your checking, savings, or credit card account from the menu.
- Filter by document year and select the desired monthly statement cycle.
- Click the download link to save the official PDF statement to your device.
Note: Truist maintains up to 7 years of monthly electronic statements online. Direct CSV activity export in online banking is capped at 18 months and formats amounts in a single column without splitting debits and credits.
Truist Online Banking Overview →
Menu names in online banking change from time to time. Download the official PDF statement itself; a photo or scan of a printed statement converts less reliably.Truist statement conversion: common questions
Truist Online Banking provides access to up to 7 years of past monthly electronic statement PDFs for deposit and credit card accounts.
Truist online banking limits direct CSV exports to a rolling 18-month window and exports all amounts into a single combined column. Converting monthly statement PDFs provides separated debit and credit columns, reconciles against printed statement totals, and covers older years.
Yes. Truist credit card statements can be converted into Excel or CSV. Review the 10-row preview to verify that purchases, finance charges, and payments map into your preferred columns.
One clean sheet with the same column names and order as your statement (such as Date, Description, Withdrawals, Deposits, Balance), every transaction row, and amounts as real numbers so SUM, sorting, and filters work properly in Excel.
Statements of up to 5 pages are free once per email every 24 hours. Longer statements or subsequent small conversions require a one-time payment shown before download. You can inspect the first 10 rows in the free preview before paying.
No. PDFtoRow is an independent document converter and is not affiliated with, endorsed by, or sponsored by Truist Financial Corporation. We never ask for your online banking password or login; you upload a statement PDF you downloaded yourself.
Official Truist sources
- Truist Online Banking Services (truist.com, checked 2026-10-19) — Truist digital banking portal documentation confirms electronic statements are stored for up to 7 years in Documents.