Download Your Financial Data Anytime — No Strings Attached.
Your financial data belongs to you, not to your budgeting app. Savly lets you export your complete transaction history as CSV at any time — for tax preparation, sharing with your accountant, importing into other tools, or simply keeping a personal backup. No vendor lock-in. No restrictions. No hoops to jump through.
How It Works: Export in Four Simple Steps
Choose Date Range
Select the time period you need — last month, last quarter, the full year, or a custom range.
Select Accounts
Export from all accounts at once, or pick specific ones — just your credit card, just your current account, or any combination.
Export as CSV
Download a clean, structured CSV file with all your transaction details, categories, and amounts.
Use Anywhere
Open in Excel, Google Sheets, or any tool you prefer. Share with your accountant or import into other software.
Why Data Portability Matters
Many budgeting apps make it easy to get your data in, but surprisingly difficult to get it back out. Some bury the export option. Others limit what you can download. A few do not offer export at all, effectively holding your financial history hostage.
This is a problem because your financial data is valuable — not just to you, but to anyone helping you manage your money. Your accountant needs it for tax filings. Your financial adviser needs it for planning. And if you ever decide to switch to a different tool, you should not have to start from scratch.
Savly takes the opposite approach. Your data is yours, and you should be able to take it wherever you want, whenever you want. That is not just a feature — it is a principle.
What Is Included in Your Export
- Transaction dates — the date each transaction occurred, formatted consistently
- Descriptions — merchant names and transaction details exactly as they appear in your data
- Amounts — the full transaction amount including currency information
- Categories — your custom and auto-assigned categories are included so you do not lose your organisational work
- Account names — which account each transaction belongs to, making multi-account exports clean and usable
- Notes — any notes or tags you have added to individual transactions
Real Uses for Your Exported Data
Data export is not just a checkbox feature. It solves real problems that anyone managing their finances will encounter sooner or later.
Tax Preparation
Tax season is stressful enough without scrambling to piece together your spending history. With Savly, export the full year's transactions in one click. Your accountant gets a clean, categorised CSV they can work with immediately — no more digging through bank statements or emailing PDFs back and forth.
Sharing with Your Accountant
If you work with an accountant or financial adviser, they need structured data, not screenshots of your banking app. Savly's CSV export gives them exactly what they need: dates, amounts, categories, and descriptions in a format they can import into their professional tools.
Switching Tools
Decided to try a different budgeting approach? Moving to accounting software for your growing business? Your Savly data comes with you. Export everything, import it into your new tool, and pick up where you left off. No starting over, no lost history.
Full Data Export
Download your complete transaction history — every date, amount, category, and description. Nothing is held back.
Tax-Ready
Export categorised transactions for any date range. Hand your accountant a clean CSV instead of a stack of bank statements.
Accountant-Friendly
Standard CSV format opens in Excel, Google Sheets, QuickBooks, Xero, and every major accounting tool.
No Lock-In
Your data is yours. Export it anytime, as often as you want, with no restrictions or extra fees. Leave whenever you choose.
Built on Trust and Transparency
Data portability is not just about convenience. It is about trust. When a budgeting app makes it hard to leave, it tells you something about how they view the relationship with their users. Savly wants you to stay because the product is useful, not because your data is trapped.
This philosophy extends to how Savly handles your data in general. We do not sell your financial data. We do not share it with advertisers. We do not use it for anything other than showing you your own financial picture. And when you want to take that data somewhere else, we make it as easy as clicking a button.
Works for Individuals and Households
Whether you are managing your own finances or tracking a shared household budget, data export works the same way. Export your personal account, a shared account, or all accounts at once. Each export is clearly labelled with the account name, making it easy to separate and organise the data however you need.
Freelancers and small business owners can export business-related transactions for invoicing, expense reports, or year-end accounting without exporting their personal spending alongside it.
Frequently Asked Questions
What format does Savly export data in?
Savly exports your financial data as CSV (comma-separated values) files. CSV is a universal format that can be opened in Excel, Google Sheets, Numbers, LibreOffice, and virtually any other spreadsheet or data tool.
What data is included in the export?
Your export includes transaction dates, descriptions, amounts, categories, account names, and any notes you have added. You get the complete picture of your financial data as it exists in Savly, including any custom categories you have created.
Can I export data for a specific date range?
Yes. You can choose a custom date range for your export. Whether you need last month's data for your accountant or a full year for tax preparation, you control exactly which transactions are included.
Is there a limit to how often I can export my data?
No. You can export your data as often as you like. There are no limits, no cooldown periods, and no extra fees. Your data belongs to you, and you should be able to access it whenever you need it.
Can I use my exported data with other budgeting tools?
Yes. Because Savly exports standard CSV files, you can import them into other budgeting apps, accounting software, or spreadsheets. There is no vendor lock-in — if you ever decide to move to a different tool, your data comes with you.
Your data, always accessible. Start in under two minutes.
Start for FreeNo credit card required. No vendor lock-in. Export anytime.