Truist Bank · BB&T + SunTrust Merged

Truist Bank
statement guide

Truist Bank statementguide

Learn how to download your Truist Bank statement and categorize every transaction.

How to downloadAI categorizationCSV & Excel exportSpending insights

Get started — it's free

✓ 3 pages free · ✓ No signup · ✓ Results in 30 seconds

How it works

Two simple steps to analyze your statement

Step 1

Download your statement

Get your Truist Bank PDF from truist.com or the Truist Mobile App. We show you how below.

Step 2

Get AI spending breakdown

Upload the PDF — AI categorizes every debit card, ACH, Zelle, and direct deposit transaction automatically.

1.Download your statement

Get your Truist Bank PDF from truist.com or the Truist Mobile App. We show you how below.

2.Get AI spending breakdown

Upload the PDF — AI categorizes every debit card, ACH, Zelle, and direct deposit transaction automatically.

Step 1

Download your Truist Bank statement

Online Banking

truist.com

Select your account

Choose your checking or savings account from the dashboard.

Account Details → Statements → pick month

Navigate to Account Details, then Statements.

Download PDF

Select your period and download. No password needed.

Truist Mobile App

iOS & Android

Open Truist Mobile

Tap your account

Select your checking or savings account.

Statements → select month

Navigate to Statements and pick your period.

Download PDF

Save the PDF to your device — no password required.

BB&T + SunTrust customers: Truist was formed in December 2019 when BB&T and SunTrust Banks merged — the largest US bank merger in over a decade. All BB&T and SunTrust accounts now use truist.com.

Step 2

Now analyze your Truist Bank statement

Upload your PDF and AI will read every transaction — debit card, ACH, Zelle, direct deposit, and bill payments — and show you exactly where your money goes.

Detected Subscriptions

$46.98/mo recurring

Netflix

MonthlyMar 15, 2026

$15.99

Spotify Premium

MonthlyMar 22, 2026

$10.99

ChatGPT Plus

MonthlyApr 1, 2026

$20.00

Spending Breakdown

February 2026

Housing & Rent

$2,100

33.4% of total spending

Groceries

$892

14.2% of total spending

Transportation

$645

10.3% of total spending

Other

$1,511

24.1% of total spending

Housing & Rent

$2,100

33.4% of total spending

Groceries

$892

14.2% of total spending

Transportation

$645

10.3% of total spending

Total Analyzed

$6,284

AI Insights

Your grocery spending is 12% higher than last month. Consider meal planning to stay on budget.

You saved 25.6% of your income — above the recommended 20%. Great job!

Transportation costs dropped $45 from January. The new bus pass is paying off.

You have 5 active subscriptions totaling $84.96/mo. Review if all are still needed.

See your Truist spending clearly

Upload your statement — full AI analysis in 30 seconds. Free for 3 pages.

Analyze My Truist Statement →

✓ 3 pages free · ✓ No signup · ✓ 30 seconds

Pricing

Simple, transparent pricing

Free

Try it out

3 PDF pages / month
AI transaction categorization
Sankey money-flow chart
AI insights & savings tips
Financial health score
Spending calendar
CSV export

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Everything about Truist Bank statements

PDF password

No password

PDFs open directly — no unlock needed

Statement history

Multiple years online

Via truist.com or Truist Mobile

Mobile app

Truist Mobile App

Available on iOS & Android

The BB&T + SunTrust merger that created Truist

Truist was formed in December 2019 when BB&T Corporation and SunTrust Banks merged — the largest US bank merger in over a decade. The combined entity adopted the Truist brand. By 2022, all BB&T and SunTrust accounts, online banking portals, and apps had fully migrated to truist.com. Truist is now the 6th-largest US bank by assets, headquartered in Charlotte, NC.

Former BB&T and SunTrust customers

All former BB&T and SunTrust accounts are now fully accessible at truist.com. Statement history — including pre-merger BB&T and SunTrust statements — may be available online. For older records, contact Truist customer service at 1-844-4TRUIST. The BB&T and SunTrust mobile apps no longer work — use the Truist app instead.

How to download your Truist statement

Sign in at truist.com → select your account → Account Details → Statements → pick month → Download PDF. The Truist Mobile App (iOS & Android) mirrors this flow. No PDF password is required. Multiple years of e-statement history are available online.

Truist Bank statement analysis

Truist statements show debit card transactions, ACH transfers, Zelle payments, direct deposits, and bill payments. Our AI assigns each transaction to one of 19 categories and produces a Sankey money flow chart. Export to Excel or CSV in one click — ready for budgeting or tax filing.

Truist statement for mortgage

Download 2–3 months of PDF statements from truist.com. These are widely accepted by lenders. Truist Bank is a major mortgage lender in the Southeast and Mid-Atlantic — if applying for a Truist mortgage, you can connect accounts digitally. For certified/stamped statements, visit any of Truist's 2,100+ branches.

Truist Bank statement FAQ

How do I download my Truist Bank statement?+−

Sign in at truist.com with your User ID & password → select your account → Account Details → Statements → pick month → Download PDF. The Truist Mobile app: tap account → Statements → select month → Download PDF.

Is Truist Bank statement PDF password protected?+−

No. Truist Bank statement PDFs open directly — no password is required.

What is the history of the BB&T and SunTrust merger into Truist?+−

Truist was formed in December 2019 when BB&T Corporation and SunTrust Banks merged — the largest US bank merger in over a decade. The combined entity adopted the Truist brand in 2019, and all BB&T and SunTrust accounts were fully migrated to truist.com by 2022. Former BB&T and SunTrust customers now use the same Truist online banking portal and mobile app.

How far back can I get Truist Bank statements?+−

Truist Bank provides multiple years of e-statement history online via truist.com. For statements that predate the Truist migration (old BB&T or SunTrust statements) that aren't available online, contact Truist customer service at 1-844-4TRUIST (1-844-487-8478).

How do I export Truist Bank transactions to CSV or Excel?+−

In Truist online banking, go to your account → Transaction History → look for the Download or Export button → select date range and choose CSV or OFX. This lets you open transaction data directly in Excel or Quicken.

How do I get a Truist statement for a mortgage?+−

Download the last 2–3 months of PDF statements from truist.com. These are widely accepted by lenders. Truist Bank is a major mortgage lender in the Southeast and Mid-Atlantic — for certified/stamped statements, visit any of Truist's 2,100+ branches across the region.

Can I analyze my Truist Bank statement with AI?+−

Yes. Download the PDF from truist.com, upload to mybankstatementanalysis — AI categorizes debit card transactions, ACH transfers, Zelle payments, direct deposits, and bill payments. Export to Excel or CSV in one click.

See your Truist Bank
spending clearly — free.

Upload your PDF — AI maps every debit card, ACH, and Zelle transaction by category.

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