LedgerMatch
Truist Bank CSV Export: Column Layout & Reconciliation Guide
Truist (the merged bank of BB&T and SunTrust) stores check numbers in a dedicated "Check Number" column separate from Description, so check transactions import with a blank description unless the column is explicitly mapped as a reference field. Accounts that migrated from BB&T or SunTrust may also carry legacy CSV structures from before the merger that differ from current Truist exports. This tool maps Check Number as a reference field and fills Description correctly for all transaction types.
CSV format at a glance
- Date format: MM/DD/YYYY
- Amount layout: one signed amount column
- Negative values are debits. Positive values are credits.
Where to export the CSV
Sign in → Accounts → select account → Download Transactions → Spreadsheet (.csv)
Common import issues
- Truist is the merged bank of BB&T and SunTrust. If you have legacy BB&T or SunTrust accounts that migrated to Truist, the CSV format may have changed after your account was converted.
- Check numbers appear in their own column. If you need to match checks by number, use the Reference field in LedgerMatch.
Useful setup tips
- Map Date → Date, Description → Description, Amount → Amount. Check Number → Reference (optional). Skip Daily Posted Balance.