The Best Budget Tracker for Barclays (And Any Other Bank).

Barclays is one of the UK's biggest banks. Their online banking provides statement downloads, but the budgeting tools are limited. Savly gives Barclays customers a proper budget dashboard. Export your transactions as CSV, drop them into Savly, map the columns in seconds, and get categories, goals, and analytics that Barclays does not offer.

How to Import Barclays Transactions into Savly

Getting your Barclays data into Savly takes under two minutes. Here is the process:

Savly's Custom Column Mapper: Drop Your Barclays CSV Straight In

Savly's custom column mapper means you can drop your Barclays CSV straight in, map the columns in seconds, and see your data beautifully. The mapper shows a live preview of your Barclays transactions so you can confirm everything looks right before importing.

Barclays' CSV export typically includes columns like Number, Date, Account, Amount, Subcategory, and Memo. Savly's mapper lets you visually match each one to the corresponding Savly field. Once mapped, the format is saved — every future Barclays import is a one-click operation.

Switch from Barclays to another bank later? No problem, Savly maps them all. Each bank's column format is saved independently, so you can import from Barclays, Monzo, HSBC, or your local credit union — all into the same dashboard.

What Savly Gives You Beyond Barclays' Built-In Tools

Barclays provides solid everyday banking and statement downloads, but its budgeting capabilities are basic. Savly is designed to sit on top of Barclays and give you the deeper budgeting tools you need:

• Custom budget categories — create exactly the categories that match your life, not just Barclays' default subcategories
• Budget limits with progress bars — set spending limits per category and see at a glance how you are tracking
• Barclays and Barclaycard together — import your current account and credit card into the same dashboard for a complete spending picture
• Auto-category rules — teach Savly to automatically sort 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
• 20+ currencies — if you travel or have accounts abroad, Savly handles multi-currency natively

Not Just Barclays — Every Bank Works

Savly is not a Barclays-specific tool. The same column mapper that handles your Barclays CSV works with every bank that offers transaction exports. Already have accounts at multiple banks? Import them all.

If you are considering switching banks in the future, your Savly data stays intact. Your historical Barclays transactions remain in your dashboard alongside whatever bank you move to next. No vendor lock-in, no lost data.

Frequently Asked Questions

How do I export my Barclays transactions as CSV?

Log in to Barclays online banking, go to Accounts, select Statements, choose the date range you want, and click Download or Export as CSV. Save the file to your computer, then upload it directly to Savly.

What is the difference between importing Barclays and Barclaycard transactions?

Both work with Savly. Barclays current account and Barclaycard credit card exports may have slightly different column layouts, but Savly's column mapper handles both. You map the columns once for each format and future imports are automatic.

Does Savly connect directly to Barclays?

No. Savly is privacy-first and does not connect to any bank directly. You export your transactions from Barclays online banking as CSV and upload the file to Savly. Your Barclays login credentials are never shared.

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.