How to Import Truist Bank Statement into Wave Accounting

To import your Truist statement into Wave Accounting: download your PDF from truist.com → Account Activity → Statements, convert it to CSV using Bank Statement Converter (free, under 20 seconds), then upload via Accounting → Transactions → Import Transactions. No manual re-keying — all transactions transfer automatically.

Step 1: Download Your Truist Statement

  1. 1. Log in at truist.com and select your account
  2. 2. Navigate to 'Account Activity' and click 'Statements'
  3. 3. Choose the statement month from the list
  4. 4. Click 'Download PDF' to save your statement
  5. 5. Open the downloaded PDF to verify it has all transactions

Step 2: Convert PDF with Bank Statement Converter

Upload your PDF to Bank Statement Converter — select CSV output — download in under 20 seconds.

Step 3: Import into Wave Accounting

  1. 1. In Wave, go to Accounting → Transactions
  2. 2. Click the three-dot menu (⋮) at the top right and select 'Import transactions'
  3. 3. Choose your bank account from the dropdown list
  4. 4. Click 'Browse' and select your CSV file
  5. 5. Map the columns: Date, Description, Amount — then click 'Continue'
  6. 6. Review the preview and click 'Import' to add transactions

Frequently Asked Questions

How do I download my Truist bank statement?
Log in at truist.com and select your account → Navigate to 'Account Activity' and click 'Statements' → Choose the statement month from the list → Click 'Download PDF' to save your statement → Open the downloaded PDF to verify it has all transactions
What CSV format does Wave require?
Wave expects: Date (YYYY-MM-DD or MM/DD/YYYY), Description, and Amount (single column: positive = income, negative = expense). If Bank Statement Converter gives you separate Debit/Credit columns, merge them in Excel using =IF(D2>0,-D2,E2).
Is Wave Accounting free to use?
Yes. Wave is 100% free for accounting, invoicing, and bank transaction import. Payroll and payment processing are paid add-ons, but importing bank statements is free.
Can I import historical transactions into Wave?
Yes. Wave allows importing transactions as far back as needed. Start with the oldest statements first and import chronologically to keep your transaction feed clean.
Is my Truist data safe to upload?
Yes. Bank Statement Converter processes files in-memory and deletes them immediately after conversion. No data is stored, logged, or used for model training. No account is required.
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