Vardon Help Centre

The desktop app contains a broader documentation panel, product tour, Help Centre, recent changes, and bug report workflow. This public Help Centre focuses on the topics people are most likely to search for before trying Vardon: CSV import, sinking funds, Monthly Report, privacy and security, bank connections, and budgeting.

The public pages are intentionally not a replacement for the in-app docs. The app documentation can react to the active workspace, explain controls in context, and launch focused product tours. The website pages are simpler: they explain what each feature is for, how the workflow behaves, what to check, and where to go next.

If your records live in bank exports or spreadsheets, begin with the CSV import guide. It explains the three-stage Bulk Import flow: header mapping, merchant and category mapping, and review before upload. If you plan to use connected banking, start with the bank connections guide. It explains the review workspace between a connected account and the Vardon ledger.

Both workflows have the same principle: imported activity should be checked before it becomes part of your financial history. Vardon lets you adjust merchant names, ledgers, categories, cards, regions, dates, and other supporting fields rather than silently trusting messy source data.

Budgeting and sinking funds are separate but related. Budgets watch category spending against limits. Sinking funds ring-fence money for known future costs so a planned purchase does not collide with everyday spending. Monthly Report then helps you review completed months by bringing cashflow, budget pressure, card movement, fund activity, audit changes, and next-focus items into one guided review.

Security runs across every workflow. The privacy and security guide explains local desktop data, account and billing data, open banking context, telemetry boundaries, support diagnostics, and user responsibilities. It links back to the full Privacy Policy where legal wording is required.

Use the links below to open the public guides. Each page includes a clear explanation, practical checks, related links, and a download or pricing call to action. The pages are normal HTML, so they are readable on mobile and indexable by search engines without relying on the interactive desktop demo.

Next, use the related links on this page to move from overview to implementation: how csv import works, how sinking funds work, how monthly report works, how vardon handles privacy and security, how bank connections work, how budgeting works in vardon. Start with the page that matches your current job, then return to Features if you need wider product context. When comparing Vardon, remember that the marketing site is mobile-readable but the product remains a desktop app. Review pricing and the privacy policy before downloading, especially if you plan to import CSV files, connect a bank account, or keep long-term financial history in the workspace. Vardon is best evaluated as a system of records: each workflow becomes more valuable when transactions, budgets, funds, loans, and reports are kept current. If you only need a quick mobile balance glance, it may be more product than you need.