Truist, formed by the merger of BB&T and SunTrust, lets you download your transaction history directly from your online banking account as a CSV file. That file can be opened in Google Sheets or Excel for budgeting, expense tracking, or any other financial analysis you want to run.
This guide walks you through the full export process step by step. If you’re tracking Truist transactions alongside other accounts, or you just want your data to stay current without manual downloads, the end of this guide covers how to connect Truist to a spreadsheet automatically so your transactions arrive daily with no effort on your part.
How to export Truist transactions as a CSV
Step 1: Log in to your Truist account
Go to truist.com and sign in to online banking.
Step 2: Select your account
From the account summary page, click on the checking, savings, or credit card account you want to export.
Step 3: Find the Download option
In your transaction history view, look for a Download or Export button, which is typically located near the top right of the transactions list or in the account options menu.
Step 4: Choose your date range and file format
- Select a date range for the transactions you want to export.
- Choose CSV as the file format for compatibility with Google Sheets and Excel.
- Truist may also offer OFX or QFX formats. These work with Quicken but are less useful for direct spreadsheet import.
Step 5: Download the file
Click Download and save the CSV file to your computer.
Note for former BB&T and SunTrust customers: If you’re still adjusting to Truist’s interface after the merger, the location of the download option may differ slightly from what you were used to. If you can’t locate it, look in the account details menu or use the search function in online banking.
How to open your Truist CSV in Google Sheets
- Go to sheets.new to open a new Google Sheet, or go to the home page for your Google Drive or Sheets account.
- Click File → Open → Upload.
- Drag and drop your downloaded CSV file or click Browse to locate it.
- Google Sheets will import the file and display your Truist transactions.
How to open your Truist CSV in Microsoft Excel
- Open Excel and click File → Open.
- Browse to your downloaded CSV file and open it.
- If the Text Import Wizard appears, select Delimited, click Next, check Comma, and click Finish.
- Your Truist transactions will appear in columns ready to work with.
For Excel Online, go to excel.cloud.microsoft, click Upload a File, and select your CSV.
After importing, Truist’s CSV will include columns for Date, Description, Check Number (if applicable), Amount, and Running Balance. You may want to add a Category column and remove columns you don’t need before merging with an existing transaction sheet.
Limitations of manual Truist exports
Manual CSV exports are functional but have real friction if you’re tracking finances consistently:
- Date range limits: Truist typically limits transaction exports to 90 days at a time. For longer histories, you’ll need multiple exports.
- Multiple accounts: Each account requires a separate download, so if you have checking, savings, and a Truist credit card, that’s three separate exports every time.
- No automation: There’s no scheduled export option; you have to repeat the process manually every time you want current data.
- Format inconsistencies: Truist’s column structure may not match your existing spreadsheet; some reformatting is usually required.
- Pending transactions: Pending transactions typically don’t appear in CSV exports.
Automate Truist transaction tracking with Tiller
If you’re managing multiple Truist accounts or tracking Truist alongside accounts at other institutions, the manual export process adds up quickly.
Tiller connects your Truist accounts directly to Google Sheets or Excel and delivers your transactions automatically each day. Your Truist checking, savings, and credit card activity appears pre-formatted in your spreadsheet every day, alongside any other connected accounts. Tiller’s Foundation Template lets you keep a clear view of your finances in one place.
AutoCat can then categorize your Truist transactions automatically based on rules you set. Grocery store purchases to Groceries, your mortgage payment to Housing, and so on. Most recurring transactions categorize themselves within a few weeks of setup.
Frequently asked questions
Q: Can I export Truist transactions from multiple accounts at once?
No. Truist requires a separate download for each account. If you have a checking account, savings account, and Truist credit card, you’ll need to run three separate exports and combine the data in your spreadsheet. Tiller solves this by connecting all your Truist accounts simultaneously and delivering transactions from all of them into a single sheet daily.
Q: How far back can I export Truist transaction history?
Truist typically allows exports covering up to 90 days of transactions at a time. For longer date ranges, you’ll need to run multiple exports covering different periods. Check Truist’s current online banking interface for the exact date range limits available on your account.
Q: What file format should I choose when downloading Truist transactions?
Choose CSV for Google Sheets or Excel. Truist may also offer OFX or QFX formats, which are designed for Quicken and aren’t ideal for direct spreadsheet import. Stick with CSV for the most straightforward import experience.
Q: I’m a former BB&T or SunTrust customer. Is the export process different for me?
The underlying process is the same, but the interface may look different than what you were used to before the Truist merger. Look for a Download or Export button in your transaction history view. If you’re having trouble locating it, Truist’s support documentation or customer service can direct you to the right place in the current interface.
Q: Can Tiller automatically import Truist transactions into my spreadsheet?
Yes. Tiller supports Truist account connections and delivers transactions daily into Google Sheets or Excel. All your Truist checking, savings, and credit card accounts can be connected at once and will appear in your spreadsheet alongside accounts from other institutions.
