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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.