The Best Budget Tracker for American Express (And Any Other Bank).
American Express provides detailed statements but limited budgeting tools. Savly lets you import your Amex CSV exports and track credit card spending alongside your bank accounts. See your full financial picture — not just one card.
Why Amex Users Choose Savly
- Full financial picture — see credit card spending alongside bank accounts in one dashboard, not just your Amex statement
- Custom categories for Amex purchases — organise spending into travel, dining, subscriptions, and any other categories you need
- Budget limits for card spending — track your Amex spending against budget limits with visual progress bars
- Multiple cards, one view — combine multiple Amex cards with other bank accounts in a single dashboard
- Savings goals — set targets and track your progress with visual trackers, even while managing credit card spending
- Auto-categorisation of Amex merchants — Savly reads merchant names from your Amex export and sorts them automatically
How to Import American Express Transactions into Savly
Getting your Amex data into Savly takes under two minutes. Here is the process:
Export from Amex
Log in to American Express online, go to Statements & Activity, click Download, and select CSV format.
Upload to Savly
Open Savly's import tool and drop in your Amex CSV file. Savly accepts CSV, XLSX, and XLS.
Map the Columns
Use the visual mapper to match Amex's columns to Savly's fields. Takes 30 seconds the first time, instant after that.
Track Your Budget
Your transactions appear with auto-categorisation, budget progress, and combined views with your other accounts.
Savly's Custom Column Mapper: Drop Your Amex CSV Straight In
Savly's custom column mapper means you can drop your Amex CSV straight in, map the columns in seconds, and see your data beautifully. The mapper shows a live preview of your Amex transactions so you can confirm everything looks right before importing.
American Express CSV exports typically include columns like Date, Description, Card Member, Account #, and Amount. Note that Amex CSVs may use slightly different formats depending on your card type, but Savly's mapper lets you visually match each column regardless. Once mapped, the format is saved — every future Amex import is a one-click operation.
Have accounts at other banks too? No problem, Savly maps them all. Each bank's column format is saved independently, so you can import from American Express, Monzo, HSBC, or your local credit union — all into the same dashboard.
What Savly Gives You Beyond the Amex Statement
American Express gives you detailed transaction data and monthly statements. But a statement is not a budget. Savly takes your Amex spending data and turns it into actionable budgeting insight:
- Custom budget categories — create exactly the categories that match your spending habits, not just Amex's merchant categories
- Budget limits with progress bars — set spending limits per category and see at a glance how you are tracking
- Credit card plus bank account view — combine your Amex spending with your current account, savings, and other cards
- Auto-category rules — teach Savly to automatically sort your favourite Amex merchants into the right categories
- Savings goal tracking — set targets and watch your progress with visual trackers
- Export to Excel and CSV — pull your data back out for your accountant or for deeper analysis
- Year-over-year analytics — see how your credit card spending patterns change over months and years
Credit Card + Bank Account View
Combine your Amex credit card with your current account and other banks in one unified financial dashboard.
Privacy-First Import
No Amex API connection needed. No banking credentials shared. Just a CSV file you control.
Auto-Categorisation
Savly reads merchant names from your Amex export and auto-sorts them. Restaurants go to dining, airlines to travel.
Rewards Spending Insight
See where your Amex points spending goes. Understand which categories earn the most rewards value.
Not Just Amex — Every Bank Works
Savly is not an Amex-specific tool. The same column mapper that handles your American Express CSV works with every bank that offers transaction exports. Already have accounts at multiple banks? Import them all.
If you switch credit cards or add new accounts in the future, your Savly data stays intact. Your historical Amex transactions remain in your dashboard alongside whatever card or bank you add next. No vendor lock-in, no lost data.
Frequently Asked Questions
How do I export my American Express transactions as CSV?
Log in to American Express online, go to Statements & Activity, click Download, and select CSV format. Choose the date range you want and download the file. Then upload it directly to Savly.
Can I track multiple Amex cards in Savly?
Yes. Export each Amex card's transactions as a separate CSV and import them individually into Savly. You can view spending across all your cards in a single dashboard or filter by individual card.
Does Savly connect directly to American Express?
No. Savly is privacy-first and does not connect to any bank or credit card provider directly. You export your transactions from American Express as CSV and upload the file to Savly. Your Amex login credentials are never shared.
Can I combine Amex with my bank accounts in Savly?
Yes — that is exactly what Savly is built for. Import your Amex credit card transactions alongside exports from Monzo, HSBC, Revolut, Wise, or any other bank. See your full financial picture in one unified dashboard.
Is Savly free?
Yes. The free tier includes unlimited transactions, 4 budget categories, and 1 savings goal — forever. Premium adds unlimited budgets, custom categories, AI assistant, household sharing, and more for just £5.99/month.
Do supplementary card statements work with Savly?
Yes. Supplementary Amex card statements use the same CSV format as the primary card. Export and import them just like any other Amex statement — the column mapper handles them identically.
Import your Amex transactions in under two minutes.
Start for FreeNo credit card required. Works with Amex and every other bank.