Start Your Journey
A step-by-step guide to setting up your Avenlyon dashboard and mastering your financial independence path.
1. Create Your Account
Sign up with your email or Google account. We recommend setting up a secure password to protect your financial data.
Key Actions
- •Visit the Login page
- •Choose your preferred authentication method
- •Complete the initial profile setup
2. Set Your Preferences
Define your financial baseline in the Profile settings. These variables fuel your 'Years to FI' calculations.
Key Actions
- •Estimate your average annual expenses
- •Set your target retirement age
- •Adjust your 'Safe Withdrawal Rate' (default 4%)
3. Connect Your Accounts
Add your various financial buckets. Currently, Avenlyon supports manual account creation to ensure maximum privacy and control.
Key Actions
- •Navigate to the Accounts page
- •Add Checking, Savings, and Investment accounts
- •Input your current starting balances
4. Import Transactions
Avenlyon uses your actual spending data to refine your FI forecasts. Download CSVs from your bank and import them in seconds.
Key Actions
- •Export your transaction history from your bank
- •Use the Bulk Import tool on the Transactions page
- •Map your CSV columns to Avenlyon's format
5. Categorize & Organize
Smart categorization helps you see exactly where your money goes. Set up rules to automate this process.
Key Actions
- •Assign categories (Groceries, Housing, etc.) to transactions
- •Create 'Merchant Rules' to auto-categorize recurring items
- •Tag transactions for 'One-time' vs 'Recurring' costs
6. Run Your FI Simulation
The power of Avenlyon comes alive here. See your projected path and test different future scenarios.
Key Actions
- •Visit the 'Years to FI' dashboard
- •Adjust contribution strategies across your accounts
- •Visualize how small changes today impact your retirement date
Security Notice
Avenlyon never stores your banking credentials. By using manual CSV imports, you maintain full control over what data enters your dashboard and ensure no direct connection ever exists between your bank and our servers.