Configuration

Setup & Sync

Import data, connect a bank, keep backups, and tune the rules and scenarios that power your dashboards.

📊 Dashboard 🤖 Assistant 📅 Important dates 🗓️ Annual budget

Import data (CSV)

Import a Copilot-style export to see your real data without connecting a bank.

Connect a bank

Securely link an account through Plaid to sync transactions automatically.

Sync

Pull the latest transactions from your connected banks.

DateNameAmountCategoryClassificationSource

Backup & export

Your data is stored locally in data/avion.db. A timestamped backup is saved automatically each time the app starts (newest 10 kept in data/backups/). You can also download a copy now and store it anywhere (USB, cloud drive).

Recent automatic backups

    To restore: stop the app, copy a backup file from data/backups/ over data/avion.db (replacing it), then start the app again.

    Categorization rules

    Auto-assign a category and classification when a transaction matches.

    Field
    Match
    Pattern
    Category
    Classification

    Income sources

    Used by the affordability scenario to model take-home pay.

    Label
    Owner
    Net per pay
    Cadence

      Goals

      Goals add a required monthly contribution to the "Goals on track" bar when you run a scenario.

      Goal
      Target $
      By date

        Affordability scenario

        Model what happens if an income source drops away, and how much to cut to stay on track.

        Exclude income owner
        Lookback months
        Monthly savings target $

        Danger zone

        Delete all synced transactions, accounts, and bank connections. Your income, goals, and categorization rules are kept.