Drag charts here to build your PulseCharts connect automatically to your Plan
Build your plan
Planning WorkspacePlan active
Household filing status
Monthly income
$0
Total expenses
$0
Total savings
$0
Free cash
—
Drag a category or item from the menu to start your plan
Scenario Income
—
Monthly Commitments
—
Planned Savings
—
Scenario Free Cash
—
No Plan data yet — build your plan first.
Current Plan BaselineEmpty
Add items to your Plan, then click Refresh from Plan.
Scenarios
What could your future look like?Add a scenario from the sidebar to explore your options.
Welcome to Helm
Before you dive in, 3 quick things:
1
You enter the numbers — Helm doesn't connect to your bank. Nothing syncs automatically.
2
Your data stays on this device — nothing's uploaded. Use Export if you want a backup.
3
This is beta — things may be rough around the edges. Found something weird? There's a "Report a bug" link at the top of the app.
Best on a computer, for now
Helm's Plan tab uses drag-and-drop that doesn't work on phones yet — that's next on our list. Pulse and What If? work fine here, but for the full experience, try a laptop or desktop.