Avery
Frequently Asked Questions

Credit card payments are showing up as income

If a credit card payment is being counted as income, Avery is treating the payment confirmation as a transaction that should not flow into your income totals. Fix it by marking those rows as IGNORED in the Avery Categories column.

Prerequisite: Open the Avery_Transactions sheet so you can edit the category for the affected transactions.

Fix the current transactions

  1. Find the credit card payment rows in Avery_Transactions.

  2. In the Avery Categories column, change the category to IGNORED.

  3. Save your sheet.

Once those rows are marked IGNORED, they should stop showing up as income.

Automate the fix for future payment confirmations

If these confirmations happen regularly, create a categorization rule with keywords such as Thank you or Payment. That lets Avery automatically ignore matching credit card payment confirmations going forward.

If the transactions already imported incorrectly

  1. Re-categorize the affected transactions.

  2. Rerun the import.

Use this path when you need Avery to rebuild the transaction results after you correct the category.

If you are still seeing excluded rows in your monthly totals, make sure the category is spelled exactly IGNORED in all caps.

For broader category cleanup, see What is Rules Based Categorization?.

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