The Best Budget Tracker for Santander (And Any Other Bank).
Santander offers statement downloads from online banking, but the built-in tools stop there. Savly adds proper budgeting on top. Export your Santander transactions as CSV, drop them into Savly, map the columns in seconds, and get a complete budget dashboard with categories, goals, and analytics. Especially useful if you have Santander accounts in multiple countries.
Why Santander Users Choose Savly
- Proper budget categories — create custom categories that match your actual spending patterns, not generic transaction labels
- Combine UK and international accounts — import Santander UK alongside Santander Spain or any other country's account into a single dashboard
- Savings goals — visual progress tracking for holidays, emergencies, or big purchases
- Multi-currency support — 20+ currencies handled natively, ideal for international Santander customers
- Household sharing — invite your partner or family to track shared budgets together
- Auto-categorisation — Savly reads merchant names from your Santander export and sorts them into the right categories
How to Import Santander Transactions into Savly
Getting your Santander data into Savly takes under two minutes. Here is the process:
Export from Santander
Log in to Santander online banking, go to My accounts, then Statements, and download your transactions as CSV.
Upload to Savly
Open Savly's import tool and drop in your Santander CSV file. Savly accepts CSV, XLSX, and XLS.
Map the Columns
Use the visual mapper to match Santander'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 Santander CSV Straight In
Savly's custom column mapper means you can drop your Santander CSV straight in, map the columns in seconds, and see your data beautifully. The mapper shows a live preview of your Santander transactions so you can confirm everything looks right before importing.
Santander's CSV export typically includes columns like Date, Description, 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 Santander import is a one-click operation.
Switch from Santander to another bank later? No problem, Savly maps them all. Each bank's column format is saved independently, so you can import from Santander, Monzo, HSBC, or your local credit union — all into the same dashboard.
What Savly Gives You Beyond Santander's Built-In Tools
Santander provides everyday banking and statement downloads, but its budgeting capabilities are basic. Savly is designed to sit on top of Santander and give you the deeper budgeting tools you need:
- Custom budget categories — create exactly the categories that match your life, not just Santander's generic transaction descriptions
- 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, Wise, or Amex account, import them alongside Santander
- 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 — ideal for Santander customers with accounts in the UK, Spain, or other countries
Privacy-First Import
No Santander API connection needed. No banking credentials shared. Just a CSV file you control.
Auto-Categorisation
Savly reads merchant names from your Santander export and auto-sorts them. Groceries go to groceries.
Multi-Bank Dashboard
Combine Santander with Monzo, Amex, HSBC, or any other bank in a single unified dashboard.
AI Financial Assistant
Ask "How much did I spend on groceries this month?" and get instant answers from your Santander data.
Not Just Santander — Every Bank Works
Savly is not a Santander-specific tool. The same column mapper that handles your Santander 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 Santander 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 Santander transactions as CSV?
Log in to Santander online banking, go to My accounts, select Statements, choose the date range you want, and download as CSV. Save the file to your computer, then upload it directly to Savly.
Does Savly work with Santander Spain or other international Santander accounts?
Yes. Savly's column mapper works with any CSV file from any bank. Whether you have a Santander UK account, a Santander Spain account, or both, you can import each one by mapping its columns. Savly also supports 20+ currencies for international customers.
Does Savly connect directly to Santander?
No. Savly is privacy-first and does not connect to any bank directly. You export your transactions from Santander online banking as CSV and upload the file to Savly. Your Santander login credentials are never shared.
Does Savly support multiple currencies?
Yes. Savly supports 20+ currencies natively. This is especially useful for Santander customers who have accounts in multiple countries or who travel frequently. Each account's currency is handled independently on your 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 Santander transactions in under two minutes.
Start for FreeNo credit card required. Works with Santander and every other bank.