Working with your Truist PDF
Truist is a bank in United States, and its customers usually download a bank statement as a PDF from online banking or the mobile app.
The bank is headquartered in Charlotte, North Carolina. Its website domain is truist.com.
Where to find the PDF at Truist
Sign in to Truist online banking or the app and look for the bank statement, e-statement or account activity section. Pick the account and the period, and choose PDF as the format. Menu names differ by bank and change over time, so use the PDF option your own screen offers.
PDF types Satr can read
PDF statements generated by a bank system contain selectable text. Those are the files Satr is built for.
A PDF made by scanning paper, or a screenshot saved as PDF, holds pictures only. Satr cannot read pictures, so get the original PDF from online banking.
Locked with a password? Type it into Satr when asked. The password is used on your device to unlock the file and goes nowhere else.
Formats used in United States statements
Statements in United States usually show amounts in USD ($) with a dot (.) as the decimal mark and a comma (,) as the thousands separator. You will usually see dates written as MM/DD/YYYY or MM/DD.
Some statements put the month first (MM/DD/YYYY); check the date order in the preview when the day is 12 or lower. Some statements print dates without a year (for example 04/01); those rows may need the year added in Excel.
In our checks Satr read these patterns correctly; the mapper still lets you switch the number format if a file differs.
Importing into accounting software
Accounting packages used in United States, such as QuickBooks and Xero, let you import spreadsheet files. Export from Satr as XLSX or CSV and match the columns there; Satr is not connected to those programs.
Honest status for Truist
Truist has not been individually tested with Satr.
Satr works with text-based PDFs. Layouts tested so far: 5 synthetic sample statements of fictional banks (Turkish, English, Arabic, Persian).
Satr is not affiliated with Truist and is not endorsed by it.
No upload: how your Truist file is handled
Satr reads the file locally. There is no upload, no account, and nothing from the statement is stored on a server. You can confirm it with your browser's developer tools.
Keep exploring
Other banks in United States:
How to convert your bank statement from Truist to Excel
- Download the PDFSign in to Truist, pick the account and period, and save the bank statement as PDF.
- Open it in SatrDrop the PDF into the converter. Reading happens in the browser; a password is asked only for protected files.
- Check the columnsLook at the preview and assign each column: date, description, money in, money out or amount, and balance. Change the number format if needed.
- Download Excel or CSVExport XLSX or CSV. The first 15 rows are free; the full export is paid.
Questions
Can I convert my Truist statement PDF to Excel?
Yes, if the PDF has a text layer. Download it from Truist, open it in Satr, check the columns and export XLSX or CSV. The first 15 rows are free.
Is my Truist statement uploaded anywhere?
The file stays on your device. You can watch the Network tab of your browser to see that no upload happens.
Is Satr connected to Truist?
No. Satr is an independent tool and is not affiliated with Truist.
Is the Truist conversion free?
The first 15 rows are a free preview. The full export costs 3 USDT for one file or 12 USDT for a 30-day pass.
Where is Truist headquartered?
According to the public list we used, Truist is headquartered in Charlotte, North Carolina. Where the head office is does not change how a PDF statement is converted.