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:
- Bank Accounts - the starting point of your forecast
- Accounts Receivable - the timing of amounts owed to you from past transactions
- Accounts Payable - the timing of amounts you owe from past transactions
- Forecasting Rules - the timing of future transactions
Opening drawers is super easy: simply click on the respective icon and watch the drawer open up!