Truist Statements for Freelancers
Truist Bank (formerly BB&T and SunTrust) statement PDFs are downloadable via Truist Online Banking. Both legacy account formats are supported. Freelancers mix personal and business transactions in one account — separating income from expenses for tax purposes means going through the entire year's statement manually.
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Secure Financial Data Processing
Freelancers Workflow with Truist
Convert your full-year bank statement to a sortable Excel or CSV file. Filter by keyword, amount, or date to quickly separate client payments from business expenses. For Truist Bank specifically: Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
How It Works
Step 1
Download your annual or quarterly Truist Bank statement PDF
Step 2
Upload to MintConvert and download as Excel
Step 3
Sort by Description column to group client payments
Step 4
Filter to identify deductible business expenses
Why MintConvert
- Truist parser — Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
- Freelancers — Convert your full-year bank statement to a sortable Excel or CSV file. Filter by keyword, amount, or date to quickly separate client payments from business expenses.
- USD preserved — All USD amounts preserved for freelancers workflows.
- Integrations — Compatible with Excel, Google Sheets, Wave.
- Privacy first — Truist Bank PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use Truist Bank statements for freelancers?
Log in to Truist Online Banking → Account Services → Statements → Select account and period → Download PDF. Then upload to MintConvert and download a clean QuickBooks file. Convert your full-year bank statement to a sortable Excel or CSV file. Filter by keyword, amount, or date to quickly separate client payments from business expenses.
Which output format is best for freelancers with Truist Bank?
For freelancers, QuickBooks (QBO) is recommended. In QuickBooks: Banking → Import → Web Connect. Select your .qbo file. Transactions import directly into your bank register, ready for matching and reconciliation.
Does MintConvert handle Truist Bank's PDF format for freelancers?
Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
What freelancers integrations work with Truist Bank output?
Compatible with Excel, Google Sheets, Wave, FreshBooks, QuickBooks Self-Employed.
Is my Truist Bank data safe?
Your Truist Bank PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
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