Avery
Personal Budget Template
Setting Up the Budgetdog Template - Step by StepReviewing and Fixing Your Budgetdog Template
Lookback Analysis
How to do your 3 month lookback analysis - Step by Step
Frequently Asked Questions
What is Rules Based Categorization?Avery Access Issues for BudgetDog Academy UsersFinding Your Budgetdog TemplateUnderstanding Avery's AI Auto-CategorizationAvery & Budgetdog FAQ hubSetting Up the Budgetdog Template - Step by Step (Original Backup)Is my data safe with Avery?Credit card payments are showing up as incomeHow do I remove or rename a connected account?My spreadsheet isn't updatingHow 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?
Account and Billing
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Frequently Asked Questions

How far back does Avery pull transactions?

Avery pulls transaction history as far back as your bank allows. In most cases, the standard lookback is two years, but the exact amount depends on the bank's data availability.

If you do not see older transactions, your bank may not make that history available through the connection.

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