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

The planning layer brings together scenarios, goals, due bills, and lowest-balance checks.
Workflow
Income, expense, net, recent activity, and budget status are visible on one screen.
You can move from review to correction without switching tools or views.
Planning views show the 90-day forecast, due bills, warnings, and scenario detail.
Commands cover setup, import, summaries, export, recurring rules, and reconciliation.
Pages and docs work together
The homepage gives the overview, this page covers the interface, and the docs carry setup and command reference.
Installation, setup, command reference, planning notes, and storage details.
ProductSee the interfaceOverview of the dashboard, transactions, planning, budgets, and summary views.
DownloadChoose an install pathUse a release build, Cargo, or Docker. The workflow stays the same after setup.