Bank Integrations & Import Support
Savly works with any bank that lets you export transactions as CSV or Excel. There is no bank linking, no screen scraping, and no sharing your login credentials. Just download your statement, upload it to Savly, and your spending dashboard is ready in seconds.
How It Works
- Export from your bank — download a CSV or Excel file of your recent transactions from your bank's app or website
- Upload to Savly — drag and drop the file into the import screen
- Map your columns — Savly's visual column mapper auto-detects date, amount, and description fields. Adjust if needed.
- Done — transactions are imported, auto-categorised, and your dashboard is ready
Dedicated Guides
Bank Import Guides
Monzo
Import Monzo transactions into Savly for detailed budget tracking, spending breakdowns, and savings goals that go beyond what the Monzo app offers natively.
Read Monzo guide → CSV CompatibleRevolut
Export your Revolut transactions as CSV from the app or web dashboard. Savly handles multi-currency Revolut exports and converts everything into your display currency.
Read Revolut guide → CSV CompatibleHSBC
Download your HSBC transaction history as CSV from online banking. Savly auto-maps HSBC's export format so your spending is categorised in seconds.
Read HSBC guide → CSV CompatibleLloyds Banking Group
Export transactions from Lloyds, Halifax, or Bank of Scotland as CSV. Import into Savly for budget tracking across all your Lloyds Group accounts.
Read Lloyds guide → CSV CompatibleNatWest
Download NatWest statements as CSV from online banking. Also works with Royal Bank of Scotland and Ulster Bank. Import into Savly for proper budget tracking.
Read NatWest guide → CSV CompatibleBarclays
Export Barclays bank statements as CSV from online banking. Upload to Savly for automatic categorisation and visual spending breakdowns.
Read Barclays guide → CSV CompatibleSantander
Export Santander statements as CSV from online banking. Works with Santander UK and international accounts. Multi-currency support included.
Read Santander guide → CSV CompatibleStarling Bank
Export Starling transactions as CSV from the app. Savly maps Starling's format automatically and gives you budget tracking and analytics on top.
Read Starling guide → CSV CompatibleChase UK
Export Chase UK transactions as CSV and get custom budgets, savings goals, and analytics that go beyond Chase's built-in spending roundups.
Read Chase UK guide → CSV CompatibleBarclaycard
Download Barclaycard statements as CSV and track credit card spending alongside your bank accounts in one unified dashboard.
Read Barclaycard guide → CSV CompatibleWise
Download your Wise statement as CSV, including multi-currency transfers. Savly keeps each transaction in its original currency and handles conversion automatically.
Read Wise guide → CSV CompatibleAmerican Express
Download Amex statements as CSV and import into Savly alongside your other bank accounts. Track credit card spending in the same dashboard as your current account.
Read Amex guide → CSV CompatibleN26
Export your N26 digital bank transactions as CSV and import them into Savly for deeper budgeting, savings goals, and multi-bank analytics beyond N26's built-in tools.
Read N26 guide →Any Bank with CSV Export
Savly's universal column mapper works with any CSV or Excel file. If your bank lets you download transactions, Savly can import them — N26, ING, Commonwealth Bank, and hundreds more worldwide.
Want the full technical details on how the import works?
Read about Universal CSV Import →