Convert Truist statements to Excel and CSV
To convert Truist statements to Excel or CSV, upload the PDFs, scans or photos to statement.work and export the transactions. Older BB&T and SunTrust statements convert to the same columns as current Truist ones, so multi-year history lines up.
Not affiliated with Truist. statement.work is an independent tool. Truist is a trademark of its owner and is named here only to describe the statements this page is about.
About Truist statements
Truist Financial was formed in 2019 by the merger of BB&T and SunTrust, and is headquartered in Charlotte, North Carolina. For anyone working with several years of history, that matters: a client’s records can include BB&T or SunTrust statements from before the merger and Truist statements after it, each with its own design.
What the statements typically contain
- Statement period and account details.
- An account summary with beginning and ending balances and totals for deposits and withdrawals.
- A list of transactions with dates, descriptions and amounts, and balances.
- Fees and interest, and on business accounts, additional summaries.
Designs from different years and legacy banks vary, so expect differences between documents.
Common conversion problems
- Different layouts across years. A template built for one era’s statements breaks on another’s. This is the core problem with template-based converters, and why statement.work reads the document instead.
- Inconsistent descriptions over time. The same payee may be described differently in older and newer statements, which fragments category totals. Clean categories help bring them back together.
- Account number changes. If account details changed during a transition, label each statement’s rows with the account you track it under.
- Gaps between statements. Check that each statement’s opening balance equals the previous closing balance, especially around any switchover.
How to convert it
- Gather every statement for the period you need, whatever bank name is on it.
- Upload them to statement.work together.
- Review the transactions. They all come out with the same columns.
- Export to Excel or CSV and stack them in date order.
- Check the balance chain from statement to statement.
Multi-year work
Long-history jobs such as catch-ups, disputes and loan applications are where accountants feel layout changes most. Our guide to bank statement formats explains why layouts vary. For nearby banks, see PNC and Bank of America.
Questions
Can I convert old BB&T or SunTrust statements?
Yes. statement.work doesn't rely on a template per bank, so older statements from BB&T and SunTrust convert to the same columns as current Truist statements.
Why do my older and newer statements look different?
Truist was formed in 2019 from the merger of BB&T and SunTrust, so statements from before and after the change can use different designs. Converting them puts everything in one consistent format.
Is statement.work affiliated with Truist?
No. statement.work is independent and is not affiliated with or endorsed by Truist Financial.