Pull the statement PDFs out of Truist Documents, drop them here, and download a clean OFX file plus CSV and Excel versions of every transaction. Review the rows on screen first, then export.
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To convert a Truist statement to OFX, sign in to Truist Online Banking, open Documents, save the statement PDFs, then upload them to OFXStatement and export OFX, CSV or Excel. Truist keeps paperless statements for deposit accounts up to 7 years, so several tax years can usually be rebuilt from files you already have access to.
The window depends on the product, and it is much shorter for loans and cards than for checking. Truist publishes the ranges in a footnote on its digital banking pages and shows the exact figure for each of your accounts inside Online Banking, under Documents.
The practical takeaway: if you are catching up a credit card or a line of credit, download those PDFs first, because they age out within about two years. Checking and savings statements can wait a little longer.
As listed by Truist for paperless statements.
| Account type | Available online |
|---|---|
| Checking, savings and other deposit accounts | Up to 7 years |
| Brokerage accounts | Up to 7 years |
| Credit cards | Up to 2 years |
| Home equity lines, personal loans, auto loans | Up to 24 months |
| Mortgage and trust accounts | Up to 18 months |
Truist small business online banking lets you download or print up to 18 months of account history, including images of paid checks and deposit tickets, and it can connect to accounting software such as QuickBooks. That covers the current year well. It does not cover a cleanup that reaches back three or four years, or a client who never connected a feed at all.
Statements are the longer record. When a bookkeeper takes on a Truist client mid-year, or a CPA needs the prior two years for an amended return, the monthly PDF statements are what is still there. Converting them gives you the same transactions as structured data, ready for Xero, QuickBooks Online, NetSuite or a working paper in Excel.
Truist branches are concentrated in the Southeast and Mid-Atlantic. Firms in that footprint see its statements constantly and need them in the ledger, not in a PDF viewer.
A client hands over a year of Truist statements in April. Excel totals by month and a searchable description column make the deposit review a short job.
Business loan files, divorce discovery and estate work all ask for bank activity line by line. A spreadsheet from the statements answers that request directly.
A single conversion gives you all three files, so the choice is only about where the data goes next.
| Destination | File to use | Why |
|---|---|---|
| Xero, NetSuite, Moneydance, GnuCash | OFX | Each transaction carries a unique FITID, so a month imported twice is flagged as a duplicate |
| QuickBooks Online | OFX or CSV | Both go through Upload transactions; split large histories into batches under 1,000 lines |
| Quicken | CSV | Quicken only accepts OFX-type files signed by the bank itself, so the CSV import is the route |
| Loan file, audit, litigation | Excel | Sort, filter and total deposits without touching accounting software |
Our OFX is version 1.0.2 SGML. Checks keep their check number, descriptions longer than the 32-character NAME field are kept whole in MEMO, and a closing balance is written only when the Truist statement prints one. Quicken users can follow the CSV walkthrough on the Quicken bank statement converter page.
In Truist Online Banking go to Documents, pick the account and save each monthly statement. Paper statements can be scanned or photographed instead.
Add every month in one go. The extracted table shows date, description and amount per row, so you can compare totals with the statement summary before exporting.
Download OFX, CSV or Excel and bring it into your ledger. Re-exporting later gives the same transaction IDs, so nothing doubles up.
Working through several Truist accounts or several clients at once? The bulk bank statement converter takes up to 50 files per batch on the Plus plan.
Billing is per page, not per statement or per account. Three years of a business checking account with eight-page statements is roughly 290 pages, a tenth of one month on Starter.
| Plan | Price | Pages each month | Fits |
|---|---|---|---|
| Demo | $0 | 15 in total, 5 per file, watermarked | Checking that a Truist statement reads correctly |
| Starter | $49 monthly or $294 a year | 3,000, statements up to 25 pages | Owners and small bookkeeping practices |
| Plus | $149 monthly or $894 a year | 12,000, any statement length | Firms with long business statements, API users |
Plans are single-user. Larger volumes are listed on the pricing page.
Sign in to Truist Online Banking, open Documents, choose the account and the statement period, and save the PDF. Deposit account statements stay available for up to 7 years. Upload the saved PDFs here to turn them into OFX, CSV or Excel.
Truist lists up to 7 years for deposit and brokerage accounts, up to 2 years for credit cards, up to 24 months for home equity lines and personal or auto loans, and up to 18 months for mortgage and trust accounts. Your own window shows under Documents.
Yes. Every conversion includes an Excel workbook and a CSV next to the OFX, with dates, descriptions, amounts and check numbers in their own columns. Downloading more than one format does not use extra pages.
Yes. The extraction reads the transaction table on the page rather than relying on one fixed template, so statements printed under the BB&T or SunTrust names before the merger convert the same way as current Truist ones.
No. You upload statement files you downloaded yourself, and nothing connects to your Truist account. Files remain in your account until you delete them and are not used for model training.
Wells Fargo PDFs to OFX and CSV.
Current and ordered archive copies.
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Statements from any US bank.
Built for tax firms and lenders.
Per-page pricing compared.
Get started converting bank statements to OFX.
USD
per month
per month
$294 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 2,500 pages |
| Pro AI Best accuracy | 500 pages |
Scale statement conversion with bulk upload, custom templates and reports.
USD
per month
per month
$894 charged today
Choose speed vs accuracy when extracting
| Base AI Faster | 10,000 pages |
| Pro AI Best accuracy | 2,000 pages |
Enterprise-grade bank statement conversion and controls.
USD
per month
per month
$ charged today
Choose speed vs accuracy when extracting
| Base AI Faster | pages |
| Pro AI Best accuracy | pages |
