The Best Budget Tracker for HSBC (And Any Other Bank).
HSBC online banking lets you download your statements, but it stops there. No real budgeting tools, no spending categories, no savings goals. Savly turns your HSBC statement downloads into a proper budget dashboard — with custom categories, progress tracking, and analytics that HSBC does not provide. And it works with every other bank too.
Why HSBC Users Choose Savly
- Proper budget categories — turn a plain HSBC statement into organised spending categories with progress bars and monthly limits
- Multi-bank dashboard — combine HSBC with your credit cards, savings accounts, and other banks in a single view
- Savings goals — visual progress tracking for holidays, emergencies, or big purchases
- Auto-categorisation — Savly reads merchant names from your HSBC export and sorts them automatically
- Household sharing — invite your partner or family to track shared budgets together
- Multi-currency support — ideal for HSBC international and Premier customers banking across borders
How to Import HSBC Transactions into Savly
Getting your HSBC data into Savly takes under two minutes. Here is the process:
Export from HSBC
Log into HSBC online banking, go to Accounts, select your account, click View statements, and download as CSV.
Upload to Savly
Open Savly's import tool and drop in your HSBC CSV file. Savly accepts CSV, XLSX, and XLS.
Map the Columns
Use the visual mapper to match HSBC'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 spending analytics.
Savly's Custom Column Mapper: Drop Your HSBC CSV Straight In
Savly's custom column mapper means you can drop your HSBC CSV straight in, map the columns in seconds, and see your data beautifully. The mapper shows a live preview of your HSBC transactions so you can confirm everything looks right before importing.
HSBC's CSV export typically includes columns like Date, Description, and Amount (some HSBC formats use separate Debit and Credit columns). Savly's mapper lets you visually match each one to the corresponding Savly field. Once mapped, the format is saved — every future HSBC import is a one-click operation.
Switch from HSBC to another bank later? No problem, Savly maps them all. Each bank's column format is saved independently, so you can import from HSBC, Monzo, Revolut, or your local credit union — all into the same dashboard.
What Savly Gives You Beyond HSBC's Online Banking
HSBC provides reliable banking and statement downloads. But when it comes to understanding where your money actually goes, HSBC's online tools leave a gap. Savly fills it:
- Custom budget categories — create exactly the categories that match your life, instead of staring at a flat list of transactions
- 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 a Monzo current account or a Barclaycard, import them alongside HSBC
- 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 — HSBC international customers can track spending across multiple countries natively
Privacy-First Import
No HSBC API connection needed. No banking credentials shared. Just a CSV file you control.
Auto-Categorisation
Savly reads merchant names from your HSBC export and auto-sorts them. Groceries go to groceries.
Multi-Bank Dashboard
Combine HSBC with Monzo, Revolut, Amex, or any other bank in a single unified dashboard.
AI Financial Assistant
Ask "How much did I spend on transport this month?" and get instant answers from your HSBC data.
Not Just HSBC — Every Bank Works
Savly is not an HSBC-specific tool. The same column mapper that handles your HSBC 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 HSBC 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 HSBC transactions as CSV?
Log into HSBC online banking, go to Accounts, select the account you want, click View statements, and choose Download CSV. Select the date range and download the file. Then upload it directly to Savly.
Does Savly connect directly to HSBC?
No. Savly is privacy-first and does not connect to any bank directly. You download your statements from HSBC online banking as CSV and upload the file to Savly. Your HSBC login credentials are never shared.
Does Savly work with HSBC Premier and international accounts?
Yes. Savly works with any HSBC account that allows CSV statement downloads, including HSBC Premier, HSBC Advance, and HSBC international accounts. Savly supports 20+ currencies natively, making it ideal for HSBC customers who bank across multiple countries.
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 HSBC transactions in under two minutes.
Start for FreeNo credit card required. Works with HSBC and every other bank.