Install and set up

1. Make a copy of the Budgetdog template

Here is a link to the Budgetdog template if you don't have it already. Note you'll need to have an active trial first so be sure to activate through the Budgetdog page.

2. Access Avery through the extensions tab

You can find Avery through the "extensions" tab at anytime in any spreadsheet.

3. Link your bank accounts

Click link bank accounts within the sidebar

Search for your institution