How it works
From bank login to live budget in minutes
Three steps, ten minutes, zero manual data entry from then on.
TL;DR: Install the Avery extension, connect your banks via Plaid, pick a template. Total time: about 10 minutes.
The steps
Three simple steps
- Step 1
Install the Avery browser extension
Add Avery to Chrome, Edge, or Brave from the Chrome Web Store. The extension is what lets Avery write transactions safely into your Google Sheet.
- Step 2
Connect your bank accounts securely
Through Plaid and GoCardless, connect as many accounts and credit cards as you need. The connection is read-only — your credentials never touch our servers.
- Step 3
Pick a template, start budgeting
Choose from our template library or bring your own spreadsheet. Transactions sync automatically and get categorized by our AI engine from the first import.
FAQ
Frequently Asked Questions
How long does setup actually take?
Most users are fully set up in under 10 minutes. The longest part is usually authenticating multiple bank accounts — each one takes about 60 seconds through Plaid.
What banks are supported?
Most major US and UK banks are supported via Plaid and GoCardless. You can check Plaid's full institution list before signing up.
Do I need Google Sheets experience?
No. Avery templates come pre-built with formulas and charts — you just add your data via the extension. If you've ever used a spreadsheet, you're fine.
Can I use this on mobile?
The Avery extension runs inside Google Sheets in a desktop browser. Once synced, you can view your spreadsheet on the Google Sheets mobile app.