How to download your Truist transactions

Truist is a bank in the US. Export your transaction history as CSV, OFX, QFX, then drop the file into PennySlice — the AI categorises it for you.

CSVOFXQFX

Step by step

Log in to Truist Online Banking at truist.com.
Click on your account.
Go to 'Account Activity' or 'Transaction History'.
Set the date range.
Click 'Download' or 'Export'.
Choose CSV format.
Save the file.

Tips for Truist

Truist was formed from BB&T and SunTrust merger.

Other US bank guides

Ally Bank American Express Apple Card Axos Bank Bank of America Betterment

Browse all bank download guides

Got your Truist file?

Drop it into PennySlice and the AI categorises every transaction — then you can ask it where your money went, in plain English.

Free tier available. No credit card required.