Savly vs Money Dashboard

Money Dashboard was a popular UK personal finance aggregator that connected to bank accounts via Open Banking. Following its acquisition, the platform's future has been uncertain, leaving many users searching for a reliable alternative. Here's how Savly compares.

Feature	Savly	Money Dashboard
Status	Active & regularly updated	Uncertain (acquired)
Free tier	Yes (generous, forever)	Was free (status unclear)
Bank connection	Not required (CSV import)	Open Banking (UK only)
Multi-currency	20+ currencies	GBP focused
CSV import	Yes (any bank, any format)	No
AI Financial Assistant	Yes (Premium)	No
Household sharing	Unlimited members (Premium)	No
Global availability	Works worldwide	UK only
Data export	Yes (CSV)	Limited
Automatic categorisation	Yes (from imports)	Yes (from bank feeds)

Platform Stability

The most important consideration when choosing a financial tool is whether it will be around tomorrow. Savly is actively maintained and developed, with regular feature updates, bug fixes, and a clear product roadmap. Your financial data is safe and the platform is built for the long term.

Money Dashboard's future has been uncertain since its acquisition. Users have reported service disruptions, and the lack of clear communication has left many wondering whether they should move their financial data elsewhere. If you're looking for a platform you can rely on, Savly offers that peace of mind.

Global Availability

Money Dashboard was designed exclusively for the UK market, relying on Open Banking connections that only work with UK banks. If you've moved abroad, work with international clients, or simply have accounts in multiple countries, Money Dashboard cannot help.

Savly works worldwide. Because it uses CSV imports rather than direct bank connections, you can import transactions from any bank in any country. It supports 20+ currencies within a single budget, making it ideal for expats, freelancers, and anyone managing money across borders.

Privacy and Data Control

Money Dashboard required Open Banking access to your bank accounts, meaning a third party had read access to your financial data. While Open Banking is regulated, not everyone is comfortable granting that level of access.

Savly takes a different approach. There are no bank connections at all. You export transactions from your bank as a CSV file and import them into Savly. Your banking credentials stay with your bank, and Savly never has access to your accounts. You also have full data export capabilities, so your data is always yours.

Features You Get with Savly

Beyond basic transaction tracking and categorisation, Savly offers several features that Money Dashboard never provided:

• AI Financial Assistant — Get personalised insights and answers about your spending patterns, powered by AI.
• Household Sharing — Invite family members to share a budget with unlimited members on Premium.
• Multi-Currency Support — Track 20+ currencies in a single budget with automatic conversion.
• CSV Import from Any Bank — Works with any bank worldwide, not just UK Open Banking partners.
• Data Export — Export your data at any time. Your financial history is always yours to keep.

Getting Started

Switching from Money Dashboard to Savly is straightforward. If you still have access to Money Dashboard, export your transaction data. Otherwise, simply export transactions directly from your bank as a CSV file.

Create a free Savly account, import your CSV, and Savly's auto-categorisation will sort your transactions. The entire process takes under five minutes, and there's no credit card required to get started.

Frequently Asked Questions

Is Savly a good replacement for Money Dashboard?

Yes. Savly is actively maintained and developed, offers a generous free tier, supports 20+ currencies, and works globally. Unlike Money Dashboard, which has had an uncertain status following its acquisition, Savly provides a reliable platform you can depend on for long-term financial tracking.

Can I switch from Money Dashboard to Savly?

Yes. If you have transaction data exported from Money Dashboard (or from your bank directly), you can import it into Savly via CSV. The process takes just a few minutes and you'll have your full transaction history in one place.

Is Savly free?

Yes. Savly offers a generous free tier with unlimited transactions, multiple accounts, and full budget tracking. There is no trial period and no credit card required. Premium features like AI financial insights and household sharing are available from just £5.99/month.