On the left side of Helm you will always see a navigation panel. This panel provides a host of powerful tools for you to edit and visualize your cash plan. These include four drawers that allow you to tweak your:

  1. Bank Accounts - the starting point of your forecast
  2. Accounts Receivable - the timing of amounts owed to you from past transactions
  3. Accounts Payable - the timing of amounts you owe from past transactions
  4. Forecasting Rules - the timing of future transactions
Helm provides powerful tools to edit your cash flow forecast. These include our forecasting drawers.

Opening drawers is super easy: simply click on the respective icon and watch the drawer open up!

Opening Helm's powerful planning tools is as easy as click your mouse!

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