Frequently asked questions

Savi Finance isn't just another budgeting app—it’s a reimagination of financial planning for those who find traditional budgets tedious, restrictive, or uninspiring. We believe the best plans are built together, with insights and support from your loved ones and community guiding smarter decisions.

Yes, we support all currencies, so you can add any assets you have. We currently only support real-time bank connections in both Canada and the US, with plans to expand to additional regions soon.

You can easily import your CSVs from Mint to use Savi without the need to reformat them into a spreadsheet.

Yes, you can export and download your financial information in CSV format anytime, both from on web and mobile.

You can cancel your Savi subscription at any time. To request a refund, please email [email protected] and include the email address associated with your account. Please note that cancelling your subscription will not delete your Savi account. You’ll continue to have access to Savi until the end of your current billing period but will not be charged moving forward.

If you’ve recently made a cancellation request but changed your mind before the end of your billing period, you can only restart your Savi subscription once the current billing cycle has ended. To restart your subscription, please email [email protected] and include the email address associated with your account. Please note that if you don’t restart your subscription, you will be moved to the Free tier.

Transactions appear in real-time on Savi as you spend, securely powered by multiple providers (Plaid and Finicity). Savi will never sell your data to third parties.

Savi offers a Free plan, and the pricing page lists monthly and annual billing for paid plans. It does not advertise a paid-plan trial. You can cancel a paid subscription at any time and retain access through the current billing period.

No, we believe that improving your personal finances should be accessible to all, which is why we offer a free tier that lets you track your spending and set life goals without a spreadsheet.

Yes, we’re available on both web and mobile.

You can set life goals such as getting out of debt, buying a home, and any other aspirations you have in mind! Simply define your target start date and amount, and Savi will create an intelligent, personalized, and secure plan to help you achieve your goals.

Yes, you can link and track both your investment accounts and retirement savings, providing a comprehensive view of your financial portfolio in one place.

Absolutely! You can collaborate with your family, friends, and partner on life goals, share accounts, and sync transactions; so you can grow and live your best life together.

Yes, we incorporate inflation into your financial projections, helping you plan better for future expenses and goals.