The Best Budget Tracker for Lloyds (And Any Other Bank).
Lloyds Banking Group covers Lloyds, Halifax, and Bank of Scotland — and Savly works with all of them. Your online banking gives you statements, but not a proper budget. Export your Lloyds CSV transactions, drop them into Savly, and get custom categories, savings goals, and a dashboard that actually helps you manage your money. It works with every other bank too.
Why Lloyds Users Choose Savly
- Covers the whole Lloyds Group — import from Lloyds, Halifax, and Bank of Scotland into the same dashboard
- Proper budget categories — turn a plain Lloyds statement into organised spending with progress bars and monthly limits
- Savings goals — visual progress tracking for holidays, emergencies, or big purchases
- Multi-bank dashboard — combine Lloyds with your credit cards, savings accounts, and other banks in a single view
- Household sharing — invite your partner or family to track shared budgets together
- AI Financial Assistant — ask questions about your finances in plain English
How to Import Lloyds Transactions into Savly
Getting your Lloyds data into Savly takes under two minutes. Here is the process:
Export from Lloyds
Log into Lloyds Internet Banking, go to Accounts, select your account, click Statements, and download as CSV.
Upload to Savly
Open Savly's import tool and drop in your Lloyds CSV file. Savly accepts CSV, XLSX, and XLS.
Map the Columns
Use the visual mapper to match Lloyds' 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 Lloyds CSV Straight In
Savly's custom column mapper means you can drop your Lloyds CSV straight in, map the columns in seconds, and see your data beautifully. The mapper shows a live preview of your Lloyds transactions so you can confirm everything looks right before importing.
Lloyds' CSV export includes columns like Transaction Date, Transaction Type, Sort Code, Account Number, Transaction Description, Debit Amount, Credit Amount, and Balance. Savly's mapper lets you visually match each one to the corresponding Savly field. Once mapped, the format is saved — every future Lloyds import is a one-click operation.
The same process works for Halifax and Bank of Scotland, which use a similar CSV format. And if you switch to a completely different bank later? No problem, Savly maps them all. Each bank's column format is saved independently.
What Savly Gives You Beyond Lloyds' Online Banking
Lloyds Internet Banking is reliable for day-to-day account management and viewing statements. But it does not offer real budgeting tools. Savly fills that gap:
- Custom budget categories — create exactly the categories that match your life, instead of scrolling through an unorganised transaction list
- 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 have Lloyds for your current account and a Barclaycard for credit, import both
- 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
- Lloyds Group in one place — combine your Lloyds current account, Halifax savings, and Bank of Scotland credit card in a single dashboard
Privacy-First Import
No Lloyds API connection needed. No banking credentials shared. Just a CSV file you control.
Auto-Categorisation
Savly reads merchant names from your Lloyds export and auto-sorts them. Groceries go to groceries.
Multi-Bank Dashboard
Combine Lloyds, Halifax, and Bank of Scotland with Monzo, Revolut, or any other bank.
AI Financial Assistant
Ask "How much did I spend on eating out this month?" and get instant answers from your Lloyds data.
Not Just Lloyds — Every Bank Works
Savly is not a Lloyds-specific tool. The same column mapper that handles your Lloyds 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 Lloyds 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 Lloyds transactions as CSV?
Log into Lloyds Internet Banking, go to Accounts, select the account you want, click Statements, and choose Export or Download as CSV. Select the date range and download the file. Then upload it directly to Savly.
Does Savly work with Halifax and Bank of Scotland too?
Yes. Lloyds, Halifax, and Bank of Scotland are all part of Lloyds Banking Group and use similar CSV export formats. Savly's column mapper works with all three. You can import transactions from any combination of Lloyds Group banks into a single dashboard.
Does Savly connect directly to Lloyds?
No. Savly is privacy-first and does not connect to any bank directly. You download your statements from Lloyds Internet Banking as CSV and upload the file to Savly. Your Lloyds 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.
Import your Lloyds transactions in under two minutes.
Start for FreeNo credit card required. Works with Lloyds, Halifax, Bank of Scotland, and every other bank.