Truist Bank | Read-only data | Secure connection
Connect Truist Bank to Quadratic
Import your Truist bank accounts and credit cards to track spending, analyze rewards, and build comprehensive financial dashboards.
Get Started FreeTruist Bank, formed from the 2019 merger of BB&T and SunTrust, is now the seventh-largest U.S. bank with $527 billion in assets. Connect your Truist accounts to Quadratic to consolidate your banking data and build powerful financial dashboards.
Truist Bank data in Quadratic
Read-only balances, transfers, and transactions
Cash flow
$7,842
Income
+18%
Savings
+$1,240
Connected accounts
8
Transactions
2.4K
Read-only access
On
Recent activity
Quadratic table
Turn financial data into a live spreadsheet workflow.
Connect Truist Bank once, then analyze accounts, balances, transactions, and investment data with AI, formulas, Python, and charts in Quadratic.
Connect Truist checking, savings, and money market accounts.
Track Truist credit card rewards and cash back earnings.
Import legacy BB&T and SunTrust account data.
Monitor Truist mortgage and home equity accounts.
Analyze Truist business banking transactions.
Secure Truist Bank connection with read-only data access.
Analyze the financial workflows that matter most.
Use Quadratic to move beyond static account views and build reusable analysis across spending, balances, investing, rewards, and cash flow.
Post-Merger Consolidation
- Track accounts migrated from BB&T and SunTrust.
- Monitor transaction continuity after merger conversions.
- Consolidate all Truist relationships in one view.
Regional Banking
- Monitor accounts across Truist's Southeast and Mid-Atlantic footprint.
- Track branch vs. digital transaction patterns.
- Analyze fees and relationship benefits.
Mortgage Tracking
- Track Truist mortgage payment history.
- Monitor home equity line utilization.
- Build amortization tracking with actual payment data.
Small Business
- Import Truist business checking transactions.
- Track business credit card spending.
- Generate cash flow reports for your business.
Ask AI in plain English
Generate summaries, charts, and analysis from your connected financial data without starting from a blank spreadsheet.
Keep logic editable
Use spreadsheet formulas, Python, SQL-style thinking, and visualizations in one browser-based workspace.
Stay in control
Truist Bank connections are read-only, encrypted, and built for secure financial data access.
Start building better financial dashboards today.
Frequently asked questions
How do I connect my Truist account to Quadratic?+
In Quadratic, go to Connections, select Truist, and sign in with your Truist Online Banking credentials to establish a secure, read-only connection.
Can I still access my old BB&T or SunTrust account history?+
If your accounts have been migrated to Truist, your historical data should be available through the Truist connection. For older historical data, you may need to export from legacy systems.
Which Truist accounts are supported?+
All Truist consumer accounts are supported including checking, savings, money market, CDs, credit cards, mortgages, and home equity lines of credit.
Does Quadratic support Truist business accounts?+
Yes. Truist business checking, savings, and business credit card accounts can be connected through the Truist Bank connection.
How often does Truist data sync?+
Transaction data typically updates within a few hours of posting. Balance information refreshes more frequently throughout the day.
Is the connection to Truist secure?+
Yes. Quadratic uses bank-level encryption for your Truist Bank connection. Your Truist credentials are never stored by Quadratic, and all access is read-only.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
