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Truist Bank was formed from the merger of BB&T and SunTrust, creating the sixth-largest bank holding company in the United States. Their unified statement format combines the best practices of both legacy banks, resulting in clear, comprehensive transaction documentation that converts reliably to accounting formats.
Some legacy BB&T and SunTrust statement formats may still appear. The unified Truist format was fully rolled out in 2022.
Understanding the specific layout and structure of Truist PDF statements helps ensure accurate conversion to Google Sheets. Here is what our parser handles for this bank:
Statements include BB&T and SunTrust legacy format variations from the merger
Business statements often have "Merchant Category" codes in transaction descriptions for expense tracking
Some statements show both "current" and "available" balances in header section
Combined statements from merged banks may have sub-accounts listed separately with individual totals
Loan statements include payment breakdown with principal/interest/escrow allocation percentages
Statements display "Truist One Checking" account tier benefits with fee waiver progress
Credit card statements show "Truist Cash Back" or "Truist Rewards" earning categories
Business accounts include "Truist Treasury Manager" service indicators with transaction limits
Statements have "Diminished Fee" notifications when monthly service charges are reduced
Convert Truist statements to Google Sheets format with perfect formatting
Process bank statements in under 60 seconds with AI-powered extraction
256-bit encryption and automatic file deletion after processing
AI-powered extraction validated against source balances for every conversion
Simply drag and drop your PDF Truist Bank bank statement or click to browse from your computer.
Our advanced system automatically detects and extracts all transactions, dates, amounts, and descriptions with high precision.
Get your perfectly formatted Google Sheets file ready for immediate use in Excel, QuickBooks, or your accounting software.
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Truist combined statements list multiple sub-accounts in one PDF. When converting to Google Sheets, each sub-account's transactions are clearly labeled with the account suffix, making it easy to filter by account in your spreadsheet or accounting software.
Always verify that the converted Google Sheets file's ending balance matches your Truist statement. This confirms all transactions were extracted accurately.
Truist produces statements with unique characteristics that impact conversion accuracy to formats like Google Sheets. Specifically, business statements often have "merchant category" codes in transaction descriptions for expense tracking. The Google Sheets conversion process is optimized to handle this bank-specific format, using advanced OCR trained on thousands of Truist statement samples to achieve industry-leading extraction accuracy for your Google Sheets exports.
Truist to Google Sheets conversion unlocks powerful Google Workspace integrations for financial data. The exported spreadsheet preserves all Truist transaction details in a cloud-native format that works seamlessly with Google Apps Script, Data Studio, and third-party automation tools. This makes Google Sheets the smart choice for Truist users building automated reporting dashboards, budget trackers, or custom financial workflows in the Google ecosystem.
Important note for Truist conversions: Some legacy BB&T and SunTrust statement formats may still appear. The unified Truist format was fully rolled out in 2022.. Our Google Sheets export accounts for these statement-specific details, ensuring the converted data matches your original PDF exactly. This attention to bank-specific formatting nuances is what differentiates our converter from generic OCR tools that may miss critical transaction details.
Google Sheets format provides a cloud-native spreadsheet solution for bank statement data. When you export to Google Sheets format, you receive a file that can be directly imported into Google Drive with all formatting, formulas, and structure preserved. This format is ideal for collaborative financial analysis, shared expense tracking, and teams that work primarily in Google Workspace. Google Sheets offers real-time collaboration features that desktop spreadsheet applications cannot match.
Choose Google Sheets when you need real-time collaboration on financial data, when your team uses Google Workspace as the primary productivity suite, or when you want to build automated dashboards and reports using Google's connected tools. This format is excellent for shared budget tracking, expense reports that need multiple reviewers, and any workflow that benefits from cloud-based accessibility.
Upload the Google Sheets file directly to Google Drive, or open Google Sheets and use File > Import > Upload to import the file. Google Sheets will automatically detect the format and preserve the spreadsheet structure. Once imported, use the Share button to collaborate with team members, set up data validation rules, or connect to Looker Studio for visualization.
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Export Truist statements in Excel format for accounting software integration.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-03-19 | SALARY PAYMENT | $172.45 | $3155.42 | |
| 2026-03-19 | Publix Supermarket | $138.95 | $3016.47 | |
| 2026-03-17 | SUNTRUST PAYROLL | $325.22 | $3341.69 |
Preview of converted output from an actual Truist statement
Full support for BB&T, SunTrust, and modern Truist statement formats from the merger.
The Truist One banking rewards program is fully captured with detailed tracking.
Enhanced merchant categorization for business accounts is preserved.
Three different legacy formats in circulation
Our AI extraction adapts to different statement formats and can process various template variations.
Rewards shown differently by legacy brand
AI extraction captures all transaction data including rewards information present in the statement.
Account renumbering during merger
Account numbers are extracted as they appear in the statement, regardless of format.
Trusted by CPAs, bookkeepers, and accounting firms nationwide for bank statement conversion with enterprise-grade accuracy and security
Truist business statements include summary sections and categorized transaction totals. Our AI recognizes these structured elements and properly maps them to your GOOGLE-SHEETS output, maintaining the organizational structure with high accuracy even with complex, multi-column statement layouts. The system also processes statements include bb&t and suntrust legacy format variations from the merger, preserving all critical business accounting details.
Truist statements — including 2021-2024 formats — are fully supported. Processing typically takes 25-50 seconds depending on statement length and transaction count. Our system automatically handles combined statements from merged banks may have sub-accounts listed separately with individual totals and applies the appropriate parsing rules for optimal GOOGLE-SHEETS conversion.
Your Truist statement data is encrypted with 256-bit SSL during upload and processing. Files are stored in SOC 2 compliant data centers and automatically purged within 24 hours. We never share, sell, or retain your financial information beyond the processing window.
Yes, one of the key advantages of GOOGLE-SHEETS format for Truist statements is real-time collaboration. After importing to Google Drive, click the Share button to invite team members. Multiple users can view, edit, and comment simultaneously. All changes are automatically saved, and you can view revision history to track who made what changes over time.
Upload your converted Truist statement file directly to Google Drive, then right-click and select "Open with Google Sheets." Alternatively, in Google Sheets, use File > Import > Upload and select your file. Google Sheets will automatically detect the spreadsheet format and preserve the structure, formulas, and formatting from your bank statement conversion.
Yes, you can batch convert multiple Truist statements by uploading them sequentially. Each statement will be processed into its own GOOGLE-SHEETS file with the original statement period clearly labeled. This is particularly useful for catching up on historical data entry or reconciling multiple months of transactions. The converted files can then be imported into your accounting software in chronological order.
Yes, our AI extraction adapts to different statement formats and can process various template variations.
Yes, our AI extraction captures all transaction data including rewards information present in the statement.
Account numbers are extracted as they appear in the statement, regardless of format.
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