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Convert a Truity Credit Union statement to Excel

Turn a Truity Credit Union statement PDF into a clean, reconciliation-ready Excel spreadsheet in under a minute — no template setup, including many credit union formats that template-based tools struggle with.

🔒 Privacy-first: No bank login. We don’t keep your statements. Read, convert, done. How we handle data → ✓ See the accuracy benchmark →
Drop in your Truity Credit Union PDF — get Excel back, reconciliation-ready.
Convert a statement free →
3 free / month · no card · no bank login
Bigger statement? $9 buys 50 pages one-time — no subscription, credits never expire. Get a pack →

How to convert your Truity Credit Union statement

  1. Upload the PDF. Drag your Truity Credit Union statement into BankTidy. One file or a batch.
  2. We extract & reconcile. Every transaction is pulled and signed correctly, then checked against the statement's opening and closing balances.
  3. Download Excel. Get a Excel spreadsheet that's ready for your books.

Why BankTidy handles Truity Credit Union statements that other tools miss

Truity Credit Union is a member-owned cooperative whose statements bundle savings, checking, and loan activity together. Bookkeepers work from its share savings and share-draft (checking) statements, plus any card statements members hold, and separating the right transactions out of a single bundled page is where rigid converters often stumble. BankTidy reads the Truity Credit Union statement PDF exactly as issued, without any institution-specific template, and checks that every transaction it extracts adds up to the printed closing balance, producing a CSV, Excel, QuickBooks, or Xero file that is complete and ready to reconcile.

No template setup. Nothing to configure for Truity Credit Union — upload and go.
Reconciled output. The Excel file ties to the statement's own balances, or the rows are flagged.
Reads scans & photos. Works on imaged statements, not just clean digital PDFs.
Categorized for the books. Pro adds income/expense coding and a cash-flow summary.

Related: Why QuickBooks won't import your PDF · Credit-union statements · Credit-card statements · BankTidy vs DocuClipper · How-to guide

Also: Truity Credit Union → CSV Truity Credit Union → QuickBooks Truity Credit Union → Xero Truity Credit Union → Google Sheets

Frequently asked questions

Is it safe to convert my Truity Credit Union statement?

Yes. You upload a statement you already have — there's no Truity Credit Union login and no account linking. Files are processed only to produce your Excel spreadsheet and are not used to train anything; data is encrypted in transit and at rest.

Does this work if my Truity Credit Union statement is scanned or a photo?

Yes. BankTidy reads the page directly rather than relying on a pre-built template, so scans and phone photos work — exactly where template-based converters tend to fail.

Will the Excel output balance?

Every conversion checks the opening balance plus all transactions against the printed closing balance. If it ties out you get a reconciled confirmation; if not, the likely rows are flagged.

How many Truity Credit Union statements can I convert?

Three per month free, no card. Just have one big job? A one-time $9 pack covers 50 pages with no subscription, and credits never expire. Monthly plans start at $15 for regular volume.

Do I have to subscribe?

No. If you only need one statement converted, the $9 pack is a one-time purchase — nothing renews, nothing recurs. Plans exist for people converting statements every month.

Don't see your bank? Request it.

Tell us which bank or credit union you need and we'll add it. We read any layout — this just helps us prioritize.

Ready to convert your Truity Credit Union statement?
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