Helius Personal Finance Tracker

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Helius is a local first personal finance tracker with a Rust CLI/TUI and SQLite storage. It runs as a single binary and keeps data in one local database file.

Supported targets: Windows x86_64 and Linux x86_64.

Features

• Full-screen terminal UI
• Direct CLI commands
• SQLite storage in a single local database
• Accounts, categories, income, expense, and transfer transactions
• 25 bank CSV preset mappings plus limited camt.053 XML import; see the Bank Import guide
• Recurring rules, reconciliation, budgets, and cash-flow planning
• JSON output for scripting and CSV export for reporting

Installation

Option 1: Download a release binary

1. Open the GitHub Releases page.
2. Download the archive for your platform:
   • Windows x86_64: helius-v1.4.2-windows-x86_64.zip
   • Linux x86_64: helius-v1.4.1-2inux-x86_64.tar.gz
3. Extract the archive into a folder you keep for apps or tools.
4. Launch the binary for your platform:

.\helius.exe

./helius

On first run, if no database exists, Helius prompts for a 3-letter currency code and initializes the default database for the current platform.

Option 2: Build from source

Requirements:

• Rust stable toolchain
• Windows or Linux

Clone the repository, then build:

cargo build --release

The compiled binary is written to one of:

target\release\helius.exe
target/release/helius

Option 3: Install from a checkout

cargo install --path .

Option 4: Run in Docker

The container stores its database at /data/tracker.db.

Build the image locally:

docker build -t helius .

Create a named volume and start Helius:

docker volume create helius-data
docker run --rm -it -v helius-data:/data helius

Run direct commands the same way:

docker run --rm -v helius-data:/data helius balance
docker run --rm -v helius-data:/data helius tx list --limit 20

Use -it for the TUI or interactive shell.

Usage

Start the terminal UI:

helius

Open the guided shell:

helius shell

Run direct commands:

helius init --currency USD
helius balance
helius tx list --limit 20

Import bank data with presets (full bank list):

helius import csv --list-presets
helius import csv --input .\chase.csv --account Checking --preset chase-us --dry-run
helius import csv --input .\alpha-bank.csv --account Checking --preset alpha-bank-gr
helius import camt053 --input .\statement.xml --account Checking --dry-run

If you are launching a binary directly instead of using PATH:

.\helius.exe init --currency USD
.\helius.exe balance

./helius init --currency USD
./helius balance

On first run, helius can initialize the database automatically. You can also set it up explicitly:

helius init --currency USD
helius account add Checking --type checking --opening-balance 1000.00
helius category add Salary --kind income
helius category add Groceries --kind expense
helius tx add --type income --amount 2500.00 --date 2026-03-01 --account Checking --category Salary --payee Employer
helius tx add --type expense --amount 42.50 --date 2026-03-02 --account Checking --category Groceries --payee Market

TUI Controls

• Tab / Shift+Tab: switch top-level panels
• j / k or arrows: move selection
• n: create a new item in the active panel
• e: edit the selected item
• d: archive, delete, reset, or restore depending on panel context
• Enter: open, activate, or post the selected entry
• ?: toggle help
• q: quit

Forms:

• Tab / Shift+Tab: move between fields
• Enter, Ctrl+S, or F2: save
• Esc: cancel

Examples

Accounts and categories:

helius account add "Cash" --type cash
helius account list
helius category add "Housing" --kind expense
helius category list

Transactions:

helius tx add --type expense --amount 290.00 --date 2026-03-06 --account Cash --category Housing --payee Rent
helius tx list --limit 25
helius tx edit 12 --note "corrected note"
helius tx delete 12
helius tx restore 12

Budgets and summaries:

helius budget set Groceries --month 2026-03 --amount 300.00 --account Checking
helius budget status 2026-03
helius summary month 2026-03
helius summary range --from 2026-03-01 --to 2026-03-31

Recurring rules:

helius recurring add "Monthly Rent" --type expense --amount 290.00 --account Cash --category Housing --cadence monthly --day-of-month 6 --start-on 2026-03-17
helius recurring list
helius recurring run

Imports:

helius import csv --input .\bank.csv --account Checking --preset revolut-csv --dry-run
helius import csv --input .\bank.csv --account Checking --date-column Date --amount-column Amount --description-column Description --expense-category Groceries
helius import camt053 --input .\statement.xml --account Checking --income-category Salary --expense-category Bills

Planning:

helius forecast show
helius forecast bills
helius scenario add "Recovery Plan"
helius goal add "Cash Floor" --kind balance-target --account Checking --minimum-balance 100.00

Storage

Default database locations:

%LOCALAPPDATA%\Helius\tracker.db
~/.local/share/helius/tracker.db

Notes:

• Windows uses %LOCALAPPDATA%\Helius\tracker.db.
• Linux uses the platform-local application data directory from directories::ProjectDirs, commonly ~/.local/share/helius/tracker.db.

Overrides:

• --db <path>
• HELIUS_DB_PATH

Development

cargo test
cargo build --release

License

Copyright 2026 Kostas. This project is released under the GNU Affero General Public License v3.0. See LICENSE.

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