Helius Docs

Helius stores finance data in a local SQLite database. You can use the CLI, the shell, or the full-screen terminal UI.

Start Here

• Installation
• Getting Started
• CLI Reference
• TUI and Shell
• Planning and Forecasts
• Data and Storage
• Development

What It Covers

• Accounts and categories
• Income, expense, and transfer transactions
• Budgets and monthly summaries
• Recurring bills
• Reconciliation
• Planning scenarios and goals
• CSV import and export
• JSON output for automation

Basic Flow

1. Install or build helius.
2. Create a database with helius init --currency USD.
3. Add accounts and categories.
4. Record transactions.
5. Review balances, summaries, budgets, and forecasts.

Conventions

• Dates use YYYY-MM-DD.
• Month inputs use YYYY-MM.
• Examples use helius .... On Windows you can also run .\helius.exe ....