Guide · Truist

Convert Truist statements to Excel, CSV or QuickBooks®

Download your Truist statements, drop them into Pennyrow, and get every transaction as a clean spreadsheet, with a check that each statement adds up. Free. Your statements are read inside your browser; we never upload, receive, see or store them.

Step 1: download your statements from Truist

Transaction downloads

Truist also lets you download transactions as a file. Pennyrow reads CSV, OFX and QFX files:

• Transaction download: Third-party guides say there is a download button by the transaction list in online banking, with CSV as the default. Truist's own pages don't list the formats.

PDF statements are usually the better choice for catching up a year: each one has opening and closing balances, so Pennyrow can check every month adds up.

Good to know

• A checking statement may be combined with your other deposit accounts on one statement.
• SunTrust and BB&T online banking were replaced by Truist online banking, so older SunTrust or BB&T statements are under Truist Documents now.
• Business accounts with the same name, address and tax ID may share one PDF statement.

Checked October 13, 2026 against Truist's help pages: www.truist.com/checking/set-up-your-truist-checking-account, www.truist.com/mortgage/manage-your-mortgage/mortgage-statements, www.truist.com/content/dam/truist-bank/us/en/documents/disclosures/personal/aog-truist-one-checking.pdf, www.truist.com/content/dam/truist-bank/us/en/documents/merger/u-by-bbt-transition-information-for-bbt-clients.pdf. Banks move menus around; if a step has changed, the help page has the current one.

Step 2: drop them into Pennyrow

1. Open Pennyrow and choose your files, or drag them in. A whole year at once is fine, and you can mix Truist with your other banks and cards.
2. Each statement gets a balance check: opening balance plus money in, minus money out, should equal the closing balance. You see "✓ Balanced", or which row is off and by how much.
3. Catch-up checks look across all your files: missing months, statements that don't follow on from the last one, the same transaction in two files, and transfers between your own accounts (including card payments) so they aren't counted twice.
4. Export: Excel (.xlsx), CSV, a QuickBooks Online bank CSV, a QuickBooks Desktop .iif file, or OFX.

If a Truist statement doesn't read right

• Pennyrow reads statement layouts with general rules, not a Truist-specific template, and it hasn't been tried on every Truist layout. The balance check is how you know: if a statement doesn't balance, Pennyrow shows the row that's off so you can fix it.
• Scanned or photographed statements can't be read (there's no OCR). Download the PDF from Truist's site instead of scanning a paper copy.
• Password-protected PDFs open with your own password, used only in that tab.
• If a layout keeps failing, tell @minsoesantun which Truist account type it was. Please don't send the statement itself.

Questions

Is it free?

Yes. Converting statements, the catch-up checks and every export are free.

Does my Truist statement get uploaded?

No. The converter page is locked so it can't make network requests, and once it's open it keeps working in airplane mode. Here's how to check that yourself.

Do I need to sign in to Truist through Pennyrow?

No, and you never should. You download the statements yourself; Pennyrow never asks for a bank login.

Does it make a .qbo (Web Connect) file?

Not yet. For QuickBooks Online use the bank CSV export; for QuickBooks Desktop use the .iif export.

Other banks and cards

• Chase
• Bank of America
• Wells Fargo
• Citi
• Capital One
• American Express
• Discover
• U.S. Bank
• PNC
• Apple Card
• Ally Bank
• Chime
• Navy Federal Credit Union
• TD Bank
• Citizens Bank
• Fifth Third

Any bank or card with text PDF, CSV, OFX or QFX statements can work; these guides cover where to download them.