How to download your Truist statements
The fastest way to get the monthly PDF statements from Truist that you need for a profit & loss statement — the official PDFs, with the balances that let every figure reconcile.
Where Truist keeps your statements
Account → Documents / Statements
Statements are easiest to download on a desktop browser rather than the mobile app. If the exact wording differs from the steps below, look for “Statements” or “Statements & Documents”; banks tuck it under the account or a top-level menu.
Step by step
- 01Sign in at truist.com on a desktop browser.
- 02Select the account from your accounts overview.
- 03Open the “Documents” or “Statements” tab for that account.
- 04Choose the statement period and open the PDF.
- 05Download and save it, then repeat for each month and account.
How far back can you go?
Truist keeps several years of statements available online. If you need older statements than appear online, contact the bank to request them.
Upload the PDFs and get a management-use profit & loss in minutes — every statement reconciled to the penny. $49 for 3 months, then $9 each additional month. Full refund if we can't reconcile.
Get your P&L · $49Using a different bank?
- Chase statements →
- Bank of America statements →
- Wells Fargo statements →
- Citi statements →
- TD Bank statements →
- U.S. Bank statements →
- PNC statements →
- Capital One statements →
- Citizens statements →
- Fifth Third statements →
- Amex statements →
- Discover statements →
- Navy Federal statements →
- USAA statements →
- Regions statements →
- KeyBank statements →
- Huntington statements →
- Ally statements →
- M&T statements →
- Mercury statements →
What the statements become
- P&L: Cleaning Business →
- P&L: General Contractor →
- P&L: Restaurant →
- P&L: Food Truck →
- P&L: E-commerce Business →
- P&L: Landscaping Business →
- P&L: Owner-Operator Trucker →
- P&L: Salon or Barbershop →
Common questions
For a profit & loss statement, download every month in the period you want to cover; most business loans ask for 3, 6, or 12 months. RapidPnL covers 3 statement-months for $49, then $9 per additional month.
Download the monthly statement PDF. A transaction export usually lacks the beginning and ending balances that let RapidPnL prove every statement reconciles to the penny. The official PDF has them.
Truist keeps several years of statements available online.
Yes. Upload your business checking and any business credit card statements together. RapidPnL matches card payments to your bank so nothing gets double-counted.
Written by a licensed CPA. This guide is general information, not tax, legal, accounting, or financial advice, and does not create a professional relationship. Lender requirements and bank websites change; confirm specifics with your lender and financial institution. RapidPnL reports are cash-basis summaries generated from customer-provided data for management use only, not audited or CPA-reviewed. © 2026 RapidPnL LLC.