Export & Analytics
Export your data in CSV/Excel, analyze spend by category and account, and leverage AI for accurate insights.
Everything your transactions can tell you
Three ways to turn raw bank data into a clear read on where your money goes.
Export transactions by month or custom range to CSV/XLSX. Includes categories, accounts, merchants and a summary sheet.
- Monthly or custom date ranges
- Categories, accounts and merchants included
- Summary sheet with totals per category
Track spending trends, category breakdowns and account distribution with real‑time updates.
- Spending trends over time
- Category and merchant breakdowns
- Balances across every account
Transactions auto‑categorized with AI. We target 95%+ accuracy with quick human review when needed.
- Automatic labels on new transactions
- 95%+ target accuracy
- One tap to recategorize
Common questions
The practical details before you connect an account.
Which formats can I export?
CSV and Excel (XLSX). Each export covers the period you choose and includes categories, accounts, merchants and a summary sheet with totals.
How accurate is AI categorization?
We target 95%+ accuracy on new transactions. When something looks off, you can recategorize it in one tap and Savyy remembers your choice.
Do I need to connect a bank to try it?
You can create an account right away. Live dashboards and export fill in once you connect a bank through our regulated providers.
Ready to export and analyze?
Connect your bank and start exploring your data in minutes.
