The Best Budget Tracker for Monzo (And Any Other Bank).
Monzo makes banking simple. Savly makes budgeting simple. Export your Monzo transactions as CSV, drop them into Savly, map the columns in seconds, and see your spending in a way Monzo's built-in summaries never could. And when you switch banks or add another account? Savly maps them all.
Why Monzo Users Choose Savly
- Deeper budgeting — unlimited custom categories, progress bars, and monthly budget tracking that goes beyond Monzo's built-in spending summaries
- Multi-bank dashboard — combine Monzo with your credit cards, savings accounts, and other banks in a single view
- Savings goals — visual progress tracking for holidays, emergencies, or big purchases
- Year-over-year analytics — see how your spending patterns change over months and years
- 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 Monzo Transactions into Savly
Getting your Monzo data into Savly takes under two minutes. Here is the process:
Export from Monzo
Open your Monzo app, go to your account, and export transactions as CSV for the date range you want.
Upload to Savly
Open Savly's import tool and drop in your Monzo CSV file. Savly accepts CSV, XLSX, and XLS.
Map the Columns
Use the visual mapper to match Monzo'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 Monzo CSV Straight In
Savly's custom column mapper means you can drop your Monzo CSV straight in, map the columns in seconds, and see your data beautifully. The mapper shows a live preview of your Monzo transactions so you can confirm everything looks right before importing.
Monzo's CSV export includes columns like Date, Description, Amount, Currency, and Category. Savly's mapper lets you visually match each one to the corresponding Savly field. Once mapped, the format is saved — every future Monzo import is a one-click operation.
Switch from Monzo to another bank later? No problem, Savly maps them all. Each bank's column format is saved independently, so you can import from Monzo, Revolut, HSBC, or your local credit union — all into the same dashboard.
What Savly Gives You Beyond Monzo's Built-In Tools
Monzo has excellent day-to-day banking features and basic spending summaries. Savly is not trying to replace Monzo — it is designed to sit on top and give you the deeper budgeting tools that Monzo does not offer:
- Custom budget categories — create exactly the categories that match your life, not just Monzo's defaults
- 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 Barclays credit card or a Wise account, import them alongside Monzo
- 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 Monzo API connection needed. No banking credentials shared. Just a CSV file you control.
Auto-Categorisation
Savly reads merchant names from your Monzo export and auto-sorts them. Groceries go to groceries.
Multi-Bank Dashboard
Combine Monzo with Amex, HSBC, Revolut, or any other bank in a single unified dashboard.
AI Financial Assistant
Ask "How much did I spend on food this month?" and get instant answers from your Monzo data.
Not Just Monzo — Every Bank Works
Savly is not a Monzo-specific tool. The same column mapper that handles your Monzo 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 Monzo 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 Monzo transactions as CSV?
Open the Monzo app, go to your account, tap the search or export icon, select the date range you want, and choose "Export as CSV." The file downloads to your phone or can be emailed to you. Then upload it directly to Savly.
Does Savly connect directly to Monzo?
No. Savly is privacy-first and does not connect to any bank directly. You export your transactions from the Monzo app as CSV and upload the file to Savly. Your Monzo login credentials are never shared.
Can I use Savly if I switch away from Monzo?
Yes. Savly's custom column mapper works with any bank's CSV or Excel format. If you move to Starling, Chase, Revolut, or any other bank, you simply import their exports too. Your historical Monzo data stays in Savly alongside your new bank's transactions.
Is Savly better than Monzo's built-in budgeting?
Savly complements Monzo rather than replacing it. While Monzo has basic spending summaries, Savly offers deeper budgeting with custom categories, savings goals, year-over-year analytics, multi-currency support, household sharing, and the ability to combine spending from multiple banks in one 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.
Import your Monzo transactions in under two minutes.
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