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CLI Reference

Helius has a direct CLI for scripts and day-to-day commands. Many list and reporting commands support --json.

Global Option​

--db <path>

Use --db to target a specific SQLite file.

Accounts and Categories​

helius account add "Cash" --type cash
helius account list --json
helius account edit "Cash" --name "Wallet"

helius category add "Housing" --kind expense
helius category list --json
helius category edit "Housing" --name "Rent"

Transactions and Reporting​

helius tx add --type expense --amount 290.00 --date 2026-03-06 --account Checking --category Housing --payee Landlord
helius tx list --account Checking --limit 25
helius tx edit 12 --note "Corrected memo"

helius balance --json
helius summary month 2026-03 --json
helius summary range --from 2026-03-01 --to 2026-03-31 --json

Transaction kinds:

  • income
  • expense
  • transfer

Import and Export​

helius export csv --kind transactions --output .\transactions.csv --month 2026-03
helius export csv --kind summary --output .\summary.csv --from 2026-03-01 --to 2026-03-31

helius import csv --input .\bank.csv --account Checking --date-column Date --amount-column Amount --description-column Description --category-column Category --dry-run --json

Budgets and Forecasting​

helius budget set Groceries --month 2026-03 --amount 300.00
helius budget status 2026-03 --json

helius scenario add "Stress Case" --note "Higher spending month"
helius goal add "Cash Floor" --kind balance-target --account Checking --minimum-balance 100.00
helius forecast show --days 90 --json

Reconciliation and Recurring Rules​

helius reconcile start --account Checking --to 2026-03-31 --statement-balance 3174.60
helius reconcile list --json

helius recurring add "Monthly Rent" --type expense --amount 900.00 --account Checking --category Housing --cadence monthly --day-of-month 6 --start-on 2026-03-01
helius recurring run --through 2026-04-30