The Universal CSV & Excel Budget Tracker for Any Bank.
Most budgeting apps only work with a handful of banks. Savly works with all of them. Export your transactions from any bank in the world — any format, any language, any currency — and use our visual column mapper to turn raw data into a beautiful financial dashboard in seconds.
How It Works: Four Steps to Any-Bank Budgeting
Export from Any Bank
Download your transactions as CSV or Excel from your bank's website or app. Every bank offers this.
Upload to Savly
Drop your file into Savly's import tool. We accept CSV, XLSX, and XLS formats of any structure.
Map Your Columns
Use our visual mapper to match your bank's columns (Date, Amount, Description) to Savly. Live preview confirms it looks right.
See Your Dashboard
Transactions appear instantly with auto-categorisation, budget tracking, and multi-currency support.
The Custom Column Mapper: The Feature That Changes Everything
Every bank formats their transaction exports differently. Your bank might call it "Transaction Date" while another calls it "Booking Date" or "Buchungstag." One bank puts debits as negative numbers, another uses a separate column. Some include currency codes, others do not.
Other budgeting apps either force you to use their specific bank integrations or reject your file when the format does not match. Savly takes a different approach: you tell Savly what each column means.
The visual column mapper shows you a preview of your file and lets you match each column to the right field — Date, Description, Amount, Currency, and more. You see exactly how your data will look before importing. And once you have mapped a bank's format, Savly remembers it for every future import.
What the Column Mapper Handles
- Any column order — your bank's columns can be in any sequence
- Any column names — English, German, French, Japanese — Savly does not care what your bank calls them
- Split or combined amounts — whether debits and credits are in one column or two, Savly adapts
- Multiple date formats — DD/MM/YYYY, MM-DD-YYYY, YYYY.MM.DD — all handled
- Extra columns ignored — balance columns, reference numbers, and other fields are skipped cleanly
- Saved mappings — map once per bank, import instantly every time after
Why Universal Import Matters
Most budgeting apps rely on direct bank connections through third-party aggregators like Plaid or TrueLayer. This approach has serious limitations:
- Limited bank coverage — aggregators support a fraction of the world's banks, leaving out credit unions, international banks, and smaller institutions
- Privacy concerns — you have to share your banking credentials with a third party
- Connection failures — bank links break regularly, requiring you to re-authenticate
- Country restrictions — many aggregators only work in the US or UK, leaving expats and international users stranded
Savly sidesteps all of these problems. Because you import via CSV or Excel, it works with every bank that lets you download your transactions. That is virtually every bank on the planet.
Works for Every Type of Bank
Whether you bank with a major high-street institution, a digital neobank, a regional credit union, or an international bank in another language entirely — if they give you a CSV or Excel file, Savly can handle it.
If your bank is not on this list, it does not matter. The column mapper means Savly is not limited to a pre-approved list. If you can export a file, you can use Savly.
One Dashboard, Every Account
Many people have accounts at more than one bank — a current account here, a credit card there, a savings account somewhere else. Savly lets you create separate accounts for each one and import from different banks into the same dashboard.
Each bank's column mapping is saved independently, so switching between imports is instant. Your full financial picture, from every institution, in one place.
Privacy-First
No bank credentials shared. No third-party aggregators. Your login details stay where they belong — with your bank.
Auto-Categorisation
After import, Savly automatically sorts transactions by merchant name. Groceries go to groceries, bills go to bills.
20+ Currencies
Import transactions in any currency. GBP, USD, EUR, JPY — Savly handles them all with instant currency switching.
Works Offline-First
No live bank connection means no syncing failures, no broken links, and no waiting for your bank to respond.
Frequently Asked Questions
Can Savly import CSV files from any bank?
Yes. Savly's custom column mapper lets you import CSV and Excel files from any bank in the world. You visually match your bank's columns (date, amount, description) to Savly's fields, and the app remembers your mapping for future imports.
What if my bank's CSV format is unusual?
Savly handles non-standard formats through its visual column mapper. No matter how your bank labels its columns — whether it is "Transaction Date" or "Buchungstag", "Amount" or "Betrag" — you simply match them. Savly adapts to your bank, not the other way around.
Does Savly connect directly to my bank account?
No. Savly is privacy-first by design. You export transactions from your bank as CSV or Excel and upload them to Savly. Your banking credentials stay completely private — Savly never asks for them.
Can I import from multiple banks into one Savly account?
Yes. You can create multiple accounts in Savly (checking, savings, credit cards) and import CSV or Excel files from different banks into each one. The column mapper remembers each bank's format separately, making repeat imports quick and painless.
How long does the column mapping take?
The first time you import from a new bank, mapping takes about 30 seconds. After that, Savly remembers the mapping and future imports are instant — just upload and go.
Import from any bank. Start in under two minutes.
Start for FreeNo credit card required. No bank linking. Just upload and go.