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Quick Start Guide

Get up and running with Personal Codex in minutes!

Your First Task

  1. Click on the Tasks tab in the navigation
  2. Click the + button to create a new task
  3. Enter a title (e.g., "Buy groceries")
  4. Set a priority (Urgent, High, Medium, or Low)
  5. Optionally add a due date
  6. Click Create

Congratulations! You've created your first task. 🎉

Creating a Project

Tasks can be organized into projects:

  1. Go to the Projects tab
  2. Click New Project
  3. Enter a project name (e.g., "Home Renovation")
  4. Add a description
  5. Click Create

Now when you create tasks, you can assign them to this project!

Setting Up Your Finances

Add Your First Account

  1. Navigate to the Finance module
  2. Click on Accounts
  3. Click Add Account
  4. Fill in the details:
    • Name (e.g., "Main Bank Account")
    • Type (Bank, Cash, E-Wallet, etc.)
    • Initial balance
  5. Click Save

Create a Budget

  1. Go to Budgets tab
  2. Click Create Budget
  3. Select the month
  4. Choose a category (Food, Transportation, etc.)
  5. Set your budget amount
  6. Click Save

The system will automatically track your spending against this budget!

Record a Transaction

  1. Go to FinanceAccounts
  2. Click on an account
  3. Click Add Transaction
  4. Choose type (Income or Expense)
  5. Enter amount, category, and description
  6. Click Save

Using the Pomodoro Timer

Boost your productivity with focused work sessions:

  1. Go to the Pomodoro tab
  2. Set your work duration (default: 25 minutes)
  3. Set your break duration (default: 5 minutes)
  4. Click Start Session
  5. Focus on your work until the timer ends
  6. Take your break when prompted!

Switching Themes

Personal Codex supports light and dark modes:

  1. Click on the theme toggle icon in the top bar
  2. Your preference is saved automatically

Organizing Your Workspace

Desktop Layout

On desktop, you'll see:

  • Sidebar: Quick navigation between modules
  • Top bar: Current view title and actions
  • Main area: Your content

Mobile Layout

On mobile devices:

  • Bottom navigation: Switch between main modules
  • Top app bar: Current view and menu
  • Swipe: Navigate between tabs

Pro Tips

  • Keyboard Shortcuts: Use Ctrl/Cmd + N to quickly create new items
  • Search: Use the search bar to quickly find tasks or transactions
  • Filters: Use filters to view only what matters
  • Archive: Keep your workspace clean by archiving completed items

Sync Your Data

Your data automatically syncs to the cloud when you're signed in. Access it from any device!

Need Help?

Happy organizing! 🚀

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