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Helius is a local-first personal finance tracker for Windows. It runs as a single Rust executable, stores data in SQLite, and supports both a full-screen terminal UI and a scriptable CLI.

Start Here

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

What Helius Covers

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

Basic Workflow

1. Install or build helius.
2. Initialize a database with helius init --currency USD, or launch the TUI and follow the first-run prompt.
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 .... If you are running the Windows binary directly, use .\helius.exe ... instead.