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Product

Transactions, budgets, summaries, and planning share one database.

Helius keeps the core workflow in one place: record activity, review the month, inspect forecasts, and reconcile when needed.

SQLite database, terminal UI, CLI, CSV import, and CSV export.

PlanningScenarios
Helius planning scenarios view showing 30-day net, lowest 90 days, due bills, warnings, goal gaps, and scenario detail.

The planning layer brings together scenarios, goals, due bills, and lowest-balance checks.

Workflow

What the app covers.

Overview

The dashboard shows the current month at a glance.

Income, expense, net, recent activity, and budget status are visible on one screen.

  • Monthly totals
  • Recent transactions
  • Budget snapshot
Ledger

Transactions, accounts, and categories stay in one workflow.

You can move from review to correction without switching tools or views.

  • Transaction filters
  • Account balances
  • Category lists
Planning

Forecasts and scenarios show what is coming next.

Planning views show the 90-day forecast, due bills, warnings, and scenario detail.

  • 90-day forecast
  • Scenario detail
  • Goal and low-balance checks
Automation

The CLI works with the same data as the TUI.

Commands cover setup, import, summaries, export, recurring rules, and reconciliation.

  • JSON output
  • CSV import and export
  • Repeatable commands