Avery & Budgetdog FAQ hub

This page now links out to the individual Avery and Budgetdog FAQ articles so each question has its own answer.

Getting started

• Is there an Excel version of Avery?

• Setting Up the Budgetdog Template - Step by Step

• Finding Your Budgetdog Template

Bank connections and security

• What banks and credit cards are supported?

• Is my data safe with Avery?

• How far back does Avery pull transactions?

Managing accounts and updates

• How do I remove or rename a connected account?

• My spreadsheet isn't updating

• Avery Access Issues for BudgetDog Academy Users

Categories and transaction handling

• How do I manage categories in my Budgetdog template?

• Understanding Avery's AI Auto-Categorization

• What is Rules Based Categorization?

• What happens if I leave a transaction category blank?

• Does Avery add more category columns automatically?

• Credit card payments are showing up as income

• Using Categories in the Budget Expenses - Estimate Tab

More help

• Reviewing and Fixing Your Budgetdog Template

• Contact Avery support