Frequently Asked Questions

What is Rules Based Categorization?

Avery Access Issues for BudgetDog Academy Users

Finding Your Budgetdog Template

Understanding Avery's AI Auto-Categorization

Avery & Budgetdog FAQ hub

Setting Up the Budgetdog Template - Step by Step (Original Backup)

Is my data safe with Avery?

Credit card payments are showing up as income

How do I remove or rename a connected account?

My spreadsheet isn't updating

How far back does Avery pull transactions?

Does Avery add more category columns automatically?

What happens if I leave a transaction category blank?

What banks and credit cards are supported?

How do I manage categories in my Budgetdog template?

Is there an Excel version of Avery?