Truist Financial serves ~12M customers, making it one of the largest financial institutions in the United States with $523B in assets. If you bank with Truist, you've got years of transaction data sitting in your account.
The problem is, Truist's built-in tools show you transactions but don't show you the full picture. You can see what you spent, but understanding where your money actually goes -- the patterns, the trends, the leaks -- requires more than a transaction list.
That's where LedgerLens comes in. Upload your Truist statement and turn cryptic banking data into clear, actionable spending insights.
How to Download Your Truist Statement
Getting your data out of Truist is straightforward. The format you choose depends on what you need.
For PDF statements:
- Log in to truist.com
- Account then navigate to Statements & Documents then navigate to select period then navigate to download
- Select the statement period you want
- Download the PDF
For CSV transaction data (recommended for analysis):
- Log in on a desktop browser
- Account then navigate to Transaction History then navigate to Download/Export then navigate to CSV
- Set your date range -- Truist offers up to 18 months of downloadable transaction data
- Choose CSV as the file type
- Click Download
PDF statements are available for up to 7 years. For spending analysis, CSV is usually more useful since LedgerLens can parse individual transactions rather than extracting them from a formatted document.
How LedgerLens Handles Truist's Format
Truist's CSV exports include columns for Date, Description, Amount, Balance. Post-merger platform combines legacy BB&T and SunTrust formats; descriptions may vary depending on which legacy system the account originated from; some older accounts have different export options.
When you upload your Truist file to LedgerLens, the AI parsing engine handles everything automatically:
- Handles both legacy BB&T and SunTrust format conventions
- Normalizes descriptions across the merged platform
- Cleans up post-merger transaction codes
- Categorizes the typically sparse descriptions with AI
The whole process takes about 15 seconds. Upload, parse, and you're looking at a clean spending dashboard.
A Real Scenario: The Post-Merger Clean-Up
Since the BB&T/SunTrust merger, your Truist account descriptions have been inconsistent. The same coffee shop shows up three different ways depending on whether the transaction routed through old BB&T or new Truist systems. Upload six months to LedgerLens and get consistent merchant names and categories regardless of which backend processed the charge.
What You Can Do With Your Analyzed Data
Once LedgerLens has processed your Truist data, you've got a full toolkit:
- Spending dashboard: Visual breakdowns by category, with month-over-month trends
- Subscription detection: Identifies recurring charges you might have forgotten about
- Export to Excel or CSV: Take your clean, categorized data into any spreadsheet or budgeting tool
- Multi-account merging: Combine your Truist data with statements from other banks for a complete financial picture
Get Started
You don't need to connect your bank account. You don't need to share your Truist login credentials. Just download your statement, upload it to LedgerLens, and see where your money actually goes.
The free tier lets you analyze up to 3 statements. Plus starts at $12/month ($120/year) for unlimited analysis and ongoing tracking. Pro ($19/month, $190/year) adds priority processing and advanced exports.
Your Truist statement already has the data. LedgerLens just makes it make sense.