How to download your Truist statements
OFX / QFXOFX/QFX where offered. PDF statements exist but Pare can't parse them.
Truist offers transaction downloads from online banking. Formats vary by account following the BB&T/SunTrust merger, so check what yours exposes.
Steps
- 01Sign in at truist.com and open the account.
- 02From account activity choose Download / Export.
- 03Pick a Quicken or OFX/QFX format if offered.
- 04Drop the file into Pare.
Worth knowing
Legacy BB&T and SunTrust accounts still behave differently in places. If the export only offers CSV, Pare's drop zone won't take it.
What Pare does with it
Drop the file into Pare and it parses the transactions locally, categorises them, and builds spending trends, budgets and a cash-flow forecast. Uploaded PDFs are deleted the moment they're parsed, and Pare never asks for your bank login. You can also self-host it so the data never leaves your machine.
Try it free →