Bank Statements

How to Download Truist Bank Statement

Zawwad Ul Sami

27 Jan 2025 • 5 min read

Accessing your financial statements through Truist Bank’s website is convenient, but PDFs can limit how effectively you manage and analyze your data. PDFs make tasks like categorizing expenses or tracking trends more time-consuming.

By converting these statements into Excel (.CSV) files, you gain the flexibility to organize, sort, and analyze your finances effortlessly.

This guide provides a simple solution to download and convert your Truist Bank statements for better financial management.

How to Download Truist Bank Statements

Follow these steps to download your Truist Bank statement as a PDF file:

Visit the Truist Bank Homepage: Open your web browser and go to the official Truist Bank website.
Log In: Enter your username and password to securely access your account.
Navigate to the "Accounts" Section: Once logged in, select the "Accounts" option from the main menu.
Click on "Statements": Locate and click the "Statements" option to view your available bank statements.
Choose the Desired Statement Period: Select the specific time frame for the statement you need, such as the current month or a custom date range.
Download the Statement: Click the "Download" button to save the statement as a PDF file on your device.

Why Convert Truist PDF Statements to Excel?

Converting PDF bank statements into Excel or CSV format offers several key advantages, making financial management more efficient and actionable:

Better Organization

Excel allows you to categorize transactions by type, such as groceries, bills, or entertainment.
Sorting and filtering data becomes effortless, helping you identify spending patterns and trends.

Efficiency

With Excel, you can automate calculations, reducing manual effort and minimizing errors.
It simplifies financial tracking, making it easier to generate monthly or annual reports.

Customization

Use Excel’s tools to create budgets, visualize spending with charts, or tailor reports to your financial goals.
Adapt your data presentation to suit personal or professional needs, such as tax preparation or financial planning.

How to Convert Truist PDF Bank Statements into Excel or CSV

There are two primary methods to convert your Truist Bank statements from PDF to Excel (CSV): manual entry and using an online tool. Here’s a closer look at both approaches:

Manual Method

You can input the data from your PDF statement directly into an Excel sheet.

Advantages: No need for third-party tools; complete control over data formatting.
Disadvantages: This method is extremely time-consuming, especially for lengthy statements. It’s also prone to human error, which can lead to inaccuracies in financial records.

While manual entry may work for small statements, larger or more detailed records are best handled using an automated tool.

Using an Online Conversion Tool

A faster, more efficient solution is to use a tool like Convert My Bank Statement, which automates the process of converting your PDF bank statements into Excel or CSV files.

Benefits of Convert My Bank Statement:

Saves time by automating the conversion process.
Ensures accuracy, eliminating errors commonly made during manual entry.
Offers a free plan for up to 5 conversions daily, with affordable subscriptions for frequent users.

Steps to Convert Using Convert My Bank Statement

Below are the straightforward steps that will help you to convert your bank statement:

Visit the Website: Open your web browser and go to convertmybankstatement.com. On the homepage, click the button labeled "Click here to convert a PDF" to start the conversion process.
Upload Your PDF File: Browse your device to locate the Truist Bank PDF statement you want to convert. Select the file and upload it to the tool.
Initiate the Conversion: Once the file has finished uploading, click the "Convert" button. The tool will begin processing the file and converting it into Excel or CSV format.
Preview and Download: After the conversion is complete, a preview of the Excel/CSV file will be displayed. Review the file to ensure the data appears correctly. If everything looks accurate, click the "Download" button to save the converted file to your device.
Open and Use Your Excel File: Locate the downloaded file on your computer and open it in Excel. From there, you can begin organizing, analyzing, and managing your financial data with ease.

Alternative Methods to Obtain Truist Bank Statements

If downloading your Truist Bank statements online isn’t an option, there are several alternative ways to access your financial records:

1. Requesting Physical Copies by Mail

You can contact Truist Bank’s customer service to request printed copies of your statements.

How to Request: Call the bank’s customer service or submit a request through your online account.

Considerations:

Processing fees may apply for mailed statements.
Delivery can take several business days.

2. Visiting a Branch in Person

For in-person assistance, visit your nearest Truist Bank branch.

What to Do: Speak with a bank representative to request printed copies of your statements.

Benefits:

You can receive immediate help with account-related questions.
Ideal if you require older or archived statements not available online.

3. Using the Mobile Banking App

Truist Bank’s mobile app offers a convenient way to access your statements on the go.

How to Use:

Log in to the app with your credentials.
Navigate to the “Accounts” or “Statements” section.
Select the desired time period and download the statement directly to your device.

Advantages:

Access statements anytime, anywhere.
Easy integration with your mobile financial tracking tools.

Conclusion

Effectively managing your finances starts with accessing and organizing your bank statements.

Truist Bank offers multiple convenient options for downloading your statements, but converting them from PDF to Excel or CSV can make financial tracking significantly easier.

Excel’s flexibility allows you to categorize transactions, create budgets, and generate detailed reports tailored to your needs.

This guide has provided you with the tools and steps to not only download and convert your Truist Bank statements but also explore alternative ways to access them if needed.

FAQs

Can I retrieve Truist Bank statements older than what’s available online?

Yes, you can contact Truist Bank customer service to request archived statements. These requests may involve additional fees and processing time, depending on the specific records you need.

Does the Convert My Bank Statement tool work with password-protected PDFs?

Most conversion tools, including Convert My Bank Statement, may not support password-protected PDFs. You will need to remove the password or request an unprotected version from Truist Bank before uploading.

Are there fees for accessing or downloading Truist Bank statements through online banking or the mobile app?

No, downloading your statements via the website or mobile app is free. However, requesting printed statements by mail or older archived records may incur a fee.