How to Download Truist Bank Statement
One of Truist Bank’s many features is allowing its customers to check their financial statements from their official website and get PDF copies of them. This makes managing their finances more easy.
This guide shall show an easy way for you to download a PDF file of your bank statement and then convert it to an Excel(.CSV) file to keep better track of your finances.
How to Download Truist Bank Statement
- Visit Truist Bank homepage
- Log in with your username and password.
- Once you’re in click on Accounts.
- Select Statements.
- Choose the time period you need for your statement.
- Click the download icon to get a PDF copy of the statement.
How to Convert your Truist PDF Bank Statement into CSV
Transferring your bank statement data onto an Excel sheet is a very smart strategy and can be done in two ways. You can either input all the data on an Excel sheet manually which isn’t the most efficient as it takes up a lot of time and can be prone to errors.
Conclusion
With this straightforward guide, you can easily monitor your finances anytime, anywhere. Converting your PDF statements into Excel or CSV files is a smart move in tracking your transactions effectively. Instead of manual entry, using a conversion tool can save you time and effort.