The Best Budget Tracker for Chase UK (And Any Other Bank).
Chase UK from JP Morgan offers a slick banking experience with cashback and roundups, but limited budgeting tools. Savly gives Chase UK customers custom budgets, savings goals, and the ability to combine their Chase account with other banks — all from a simple CSV import.
Why Chase UK Users Choose Savly
- Custom budget categories — go beyond Chase's basic spending roundups with unlimited categories that match your actual spending habits
- Combine with existing banks — bring your Chase UK account together with your high street bank, credit cards, and savings accounts in one dashboard
- Savings goals with progress — visual progress tracking for holidays, emergencies, or big purchases with clear targets and timelines
- Household sharing — invite your partner or family to track shared budgets and spending together
- AI Financial Assistant — ask questions about your finances in plain English and get instant answers
- Year-over-year analytics — see how your spending patterns change over months and years
How to Import Chase UK Transactions into Savly
Getting your Chase UK data into Savly takes under two minutes. Here is the process:
Export from Chase UK
Open the Chase UK app, go to Account > Statements, and download your transactions as CSV.
Upload to Savly
Open Savly's import tool and drop in your Chase UK CSV file. Savly accepts CSV, XLSX, and XLS.
Map the Columns
Use the visual mapper to match Chase UK'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 multi-currency dashboards.
Savly's Custom Column Mapper: Drop Your Chase UK CSV Straight In
Savly's custom column mapper means you can drop your Chase UK CSV straight in, map the columns in seconds, and see your data beautifully. The mapper shows a live preview of your Chase UK transactions so you can confirm everything looks right before importing.
Chase UK's CSV export includes columns like Transaction Date, Description, Category, Type, and Amount. Savly's mapper lets you visually match each one to the corresponding Savly field. Once mapped, the format is saved — every future Chase UK import is a one-click operation.
Got accounts at other banks too? No problem, Savly maps them all. Each bank's column format is saved independently, so you can import from Chase UK, Barclays, Monzo, or your local credit union — all into the same dashboard.
What Savly Gives You Beyond Chase UK's Built-In Tools
Chase UK offers great cashback rewards and a clean app experience. Savly is not trying to replace Chase — it is designed to sit on top and give you the deeper budgeting tools that Chase does not offer:
- Custom budget categories — create exactly the categories that match your life, not just Chase's basic spending roundups
- Budget limits with progress bars — set spending limits per category and see at a glance how you are tracking
- Multiple bank accounts in one view — if you also have an HSBC current account or a Barclaycard, import them alongside Chase UK
- 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
Privacy-First Import
No Chase API connection needed. No banking credentials shared. Just a CSV file you control.
Auto-Categorisation
Savly reads merchant descriptions from your Chase UK export and auto-sorts them. Coffee goes to dining out.
Multi-Bank Dashboard
Combine Chase UK with Amex, Barclays, Monzo, or any other bank in a single unified dashboard.
AI Financial Assistant
Ask "How much did I spend on subscriptions this month?" and get instant answers from your Chase UK data.
Not Just Chase UK — Every Bank Works
Savly is not a Chase-specific tool. The same column mapper that handles your Chase UK 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 Chase UK 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 Chase UK transactions as CSV?
Open the Chase UK app, go to your Account, tap Statements, and select "Download CSV" for the period you want. The file will be saved to your device. Then upload it directly to Savly.
Is this for Chase UK or Chase US?
Savly works with any Chase CSV export — whether from Chase UK (JP Morgan's digital bank) or Chase US. The custom column mapper adapts to whichever format your Chase export uses, so it works regardless of which country your Chase account is in.
Does Savly connect directly to Chase UK?
No. Savly is privacy-first and does not connect to any bank directly. You export your transactions from the Chase UK app as CSV and upload the file to Savly. Your Chase login credentials are never shared.
Can I combine Chase UK with other bank accounts?
Yes. That is one of Savly's biggest strengths. You can import CSV exports from Chase UK alongside your existing high street bank, credit cards, and any other accounts. Everything appears in a single unified dashboard with combined analytics.
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.
Import your Chase UK transactions in under two minutes.
Start for FreeNo credit card required. Works with Chase UK and every other bank.