Violet Codex Documentation
Full help and getting-started guides for Violet Codex, the private, offline-first personal finance dashboard for Windows.
Topics covered
- Getting Started — Installation, activation, and first setup
- Adding Accounts — Banks, brokerages, crypto, retirement, real estate, debts
- Importing Data — PDF statements, CSV imports, Robinhood trade history
- Net Worth Dashboard — Understanding the overview and charts
- Investment Portfolio — Tracking holdings, trade logs, and rebalancing
- Forecasting — Running what-if scenarios and projections
- Backups — Creating and restoring encrypted backups
- Security — How AES-256 encryption protects your data
- License & Updates — Activating your license and staying up to date
Need help not covered here? Contact support or visit the community on Reddit.