US
About Truist statements
Truist was formed by the merger of BB&T and SunTrust, so older customers may still have statements under either of those names. Whether you bank in branch or online, the statement is the same monthly PDF, downloaded from Truist online banking, under Statements & Documents.
The part a copy-paste can't handle is the layout. Truist sections its statement, and because the bank was formed from BB&T and SunTrust, older statements may still be under either of those names. The converter reads all of that into its own columns instead of losing it.
You keep USD (US dollars) amounts and MM/DD/YYYY dates end to end, so nothing needs re-checking after the import. Even a photographed page converts — OCR pulls the columns out, and the reconciliation check runs regardless of how the PDF was made.
From there it's a normal Quicken import: the heavy lifting of reading the PDF is already done.
Why people convert Truist to Quicken
Quicken can only download so far back, and a Truist connection might not cover an old account or a closed one at all. Converting the statement PDF to OFX lets you load those transactions in by hand, with a unique id per line so a re-import won't double anything.
For anyone reconciling Truist against Quicken after the fact, the value is in not retyping. You keep the original PDF as your source, convert it, and reconcile the imported lines — the figures stay tied back to the statement.
Import a Truist statement into Quicken
Quicken reads OFX (preferred) or QIF.
- Convert the PDF above and download OFX (preferred) or QIF.
- In Quicken: File → Import → Web Connect File for OFX, or File → Import → QIF File for QIF.
- Choose the account to import into.
- Review the register and accept the new transactions.
The totals are checked first
Every file is reconciled first: opening balance plus money in, minus money out, should land on the closing balance. If it doesn't, you see it here instead of finding out inside Quicken.
Frequently asked questions
Will it import into Quicken?expand_more
Yes — download OFX (best) or QIF and import it under File → Import. OFX carries a unique id per line, so re-importing the same file won't create duplicates.
How is a Truist statement laid out?expand_more
Truist sections its statement, and because the bank was formed from BB&T and SunTrust, older statements may still be under either of those names. The converter reads each of those into its own column, so the OFX file imports into Quicken cleanly.
Where do I download the Truist statement?expand_more
From Truist online banking, under Statements & Documents. Save the PDF, then drop it into the converter above — multi-page and multi-month statements are read in one go.
What if my Truist PDF is just a scan?expand_more
Yes. Scanned or photographed PDFs are read with OCR into the same columns, and the balance check still runs, so a scan converts the same as a digital download.
Is it free?expand_more
Converting is free to start. Excel, CSV and JSON download with no login; the Quicken file needs a free sign-in.