Savi vs YNAB
Savi vs YNAB: Mobile CSV Import and Transaction Entry
YNAB offers file-based imports and several mobile entry shortcuts. The main difference to consider is where you want to import your transaction history.
Import transaction history on mobile
YNAB’s file-based import accepts CSV and can match fields automatically, with dropdowns to adjust a match when needed. Its current guide describes importing through the web app or an iPad, not an iPhone or Android device. Savi’s CSV flow is in its mobile app: select a file, review the detected columns, and fix a mapping in Savi if necessary—without editing the file in a spreadsheet.
Savi’s world-first direct mobile CSV import recognizes common transaction columns and lets you correct a match in the app. Import from your phone without spreadsheet prep or renaming CSV headers.
Keep Add Transaction within reach
Add Savi’s iOS widget to your Lock Screen, then open Add Transaction in two taps without searching through the app’s menus.
Savi’s iOS Lock Screen widget opens a new transaction form directly. YNAB also documents iOS shortcuts for adding transactions, including Lock Screen access, so this is a convenience both apps offer. Choose based on the broader workflow that fits you, including where you want to import CSV history.
YNAB product documentation
These links describe the competitor workflows referenced on this page:
Try Savi Finance
Import transaction history from a CSV, keep your budget in sync, and add an iOS Lock Screen shortcut for quick entry.