Quick Start Guide
Get up and running with Personal Codex in minutes!
Your First Task
- Click on the Tasks tab in the navigation
- Click the + button to create a new task
- Enter a title (e.g., "Buy groceries")
- Set a priority (Urgent, High, Medium, or Low)
- Optionally add a due date
- Click Create
Congratulations! You've created your first task. 🎉
Creating a Project
Tasks can be organized into projects:
- Go to the Projects tab
- Click New Project
- Enter a project name (e.g., "Home Renovation")
- Add a description
- Click Create
Now when you create tasks, you can assign them to this project!
Setting Up Your Finances
Add Your First Account
- Navigate to the Finance module
- Click on Accounts
- Click Add Account
- Fill in the details:
- Name (e.g., "Main Bank Account")
- Type (Bank, Cash, E-Wallet, etc.)
- Initial balance
- Click Save
Create a Budget
- Go to Budgets tab
- Click Create Budget
- Select the month
- Choose a category (Food, Transportation, etc.)
- Set your budget amount
- Click Save
The system will automatically track your spending against this budget!
Record a Transaction
- Go to Finance → Accounts
- Click on an account
- Click Add Transaction
- Choose type (Income or Expense)
- Enter amount, category, and description
- Click Save
Using the Pomodoro Timer
Boost your productivity with focused work sessions:
- Go to the Pomodoro tab
- Set your work duration (default: 25 minutes)
- Set your break duration (default: 5 minutes)
- Click Start Session
- Focus on your work until the timer ends
- Take your break when prompted!
Switching Themes
Personal Codex supports light and dark modes:
- Click on the theme toggle icon in the top bar
- 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 + Nto 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?
- 📚 Check the full documentation
- 💬 Ask in GitHub Discussions
- 🐛 Report issues
Happy organizing! 🚀
