App Walkthroughs — Step-by-Step Tutorials
Complete visual guides for every feature in Violet Codex — the private, offline-first personal finance dashboard for Windows. Follow the recommended onboarding sequence below to set up your entire financial picture in under an hour, or jump directly to the feature you need.
Recommended onboarding order
- Your Financial Command Center — Navigate the dashboard, review net worth and cash position metrics, create financial snapshots, and export data for AI analysis. 5 min read.
- Set Up Your Cash Foundation — Add checking and savings accounts, log transactions with custom categories, transfer money between accounts, set target balances, and import from CSV. 8 min read.
- Track Every Dollar Coming In — Add income sources (W-2, freelance, side hustles), log paychecks, review year-to-date projections, and route income to bank accounts. 5 min read.
- Give Every Dollar a Job — Build primary allocations for essential expenses and secondary allocations for savings and goals. One click creates all the transfers. 5 min read.
- Design Your Spending On Purpose — Create a forward-looking budget with categories, pay frequencies, shared expenses, and long-term opportunity cost analysis. 6 min read.
- See Your Future Balance — Project account balances 90–365 days into the future, import from your Blueprint, and catch shortfalls before they happen. 5 min read.
- Manage Debt With Clarity — Add credit cards with APR and limits, track utilization metrics, make payments from bank accounts, and import statements. 5 min read.
- Track Your Investment Portfolio — Manage stock holdings with live pricing, log trades with FIFO P/L, add options, and import your Robinhood trade history. 6 min read.
- Stay on Track for the Long Game — Track 401(k)s, IRAs, and Roth accounts. Log contributions by tax year and record employer matches. 5 min read.
- Never Miss a Payment Again — Set up bill reminders, recurring financial events, and desktop notifications. 4 min read.
Beyond the walkthroughs
For financial strategy and budgeting concepts, explore our Big Money Ideas guides — including The Tradeoff Mindset and How to Budget Your Paycheck.
Try our free tools: the Robinhood CSV Parser, Income Planner, and Financial Health Score — no account or purchase required.