Taskbook: Getting Started (1) How to add tasks

Tasks can be added to TaskBook one by one or you can add multiple tasks at once. You can then add photos, notes, and voice memos to tasks.

1. How to add tasks one by one

On the right, tap the "+" button. The “New Task” window opens.

After entering the title, go back to the original screen. If you do not enter a title, the task is not created.

2. How to add multiple tasks at once

If you are adding a lot of tasks at once, tap the “Multiple Tasks” button to the left of the “+” button.

After typing in the first title, hit the “return” button. You can then enter the title for the next task. Return to the original screen after entering all the tasks.

3. How to write a note

Tap the task to bring up the “Edit Task” screen. Tap the “Note” button and type the note into the next screen.

4. How to attach a photo

Attaching a photo and adding a note makes the task easier to see and understand.
In the Edit Task screen, tap the “Photo” button. You can either take a photo on the spot or you can attach a photo from the library.

The picture appears in the task list in the same place as the sample below.

To see the photo again, tap the “Photo” button in the Edit Task screen. You can double-tap and pinch in or out to enlarge the photo. Tap the “Trash” button on the top right to delete a photo.

5. How to attach a voice memo

Sometimes it takes too long to type in a note using the iPhone's keyboard. In this case, you can add a voice memo.

In the Edit Task screen, tap the “Voice” button. To start recording, tap the “Record” button. You can record voice memos up to 10 minutes long.

The recorded voice memo can be played on the same screen. You can delete the voice memo by using the “Trash” button.

Related Articles 

• Getting Started (1) How to add tasks 
• Getting Started (2) How to organize tasks 
• Getting Started (3) How to perform tasks 

Manual 6. Tag

[1]Define tag

To add, delete or revise tag definition, Select "Tag" in setting view.

-Add new tag

 Tap "+" button to create new tag.

-Tag detail

 Select tag to see detail or edit.

-Delete category
 Tap "Delete And Change Order" button to start edit mode.
 Also you can swipe left to right (or right to left)  to see "delete" button.

-Change order
 Tap "Delete And Change Order" button to start edit mode.

-Tag name

 This name will be inserted to note when you attach tag to expense.

-Short name 

 This name will shown as label.

-Color

  Label color.

[2]Attach tag to expense

In Edit view. Tap "list"button(see following image) to attach tag.

[3]Analyze expenses using tags

You can look at monthly total amount of tag in "Month history" graph and "Tag" table.

In Search tab, you can filter by tag. 

Manual 5. Budget

There are 2 types of budget.

-Standard budget
 Basically, this budget is applied to all months.

-Special Budget
 This budget is optional and applied to particular month.
 If you make special budget for a month, special budget override  standard budget.










[1]Standard Budget

-Add category
 Tap "+" button to add new category.

-Category detail
 Select category to edit category name and budget.

-Delete category
 Tap "Delete And Change Order" button to start edit mode.
 Also you can swipe left to right (or right to left)  to see "delete" button.

-Change order
 Tap "Delete And Change Order" button to start edit mode.






[2]Category detail

-Category name
 If you change category name, category name of all expenses which are belong to that category will be replaced to new name. Category name of special budget will also change to new name.

-Budget
 Input budget by slider or calculator.












[3]Special budget

-Add new special budget
 Tap "+" button to create new special budget.  And pick month and tap "Done".
 New special budget is copy of standard budget.

-Edit special budget
 Select special budget you want to edit.
 How to edit special budget is same as standard budget.











Budget appears almost every view.
You can see how budget change from month to month in "Monthly History" graph and "Budget" table.

If you don't want to do budget management, you can completely hide budget by setting.
Try "Settings > User Interface > Show Budget".

Manual 4. Search

In seach tab, you can filter expenses by date, amount of money spent, category, name and note(tag) and show list and total.


[1]Search

-Set search option
 Tap one of five options to set option.

-Set order
 Tap "order" to change search result list order.

-Search
 Tap "Search" button to do search.

-Clear
 Tap "Clear" button to default search options.








[2]Search options

[3]Order

Manual 3. Tables

Table view shows summary of all expenses.



There are 4 sheets. Expenses, Balance, Budget and Tag.
Red cell means expenses over budget.

-Scroll
 You can scroll vertical and horizontal freely.

-Cell detail
 Tap cell to open expense list.

Manual 2. Graphs

4 Types of graphs visualize your expenses.



[1]Select graph type

To select graph, tap right bottom. Then graph type selector will open.

There are 4 graphs.

-Daily history
-Category breakdown
-Category analysis
-Monthly History











[2]Daily history graph

Daily history graph shows how your expenses increase day by day. Also it shows for what and when you spend by photo thumbnails.

-Expense detail
  Touch photo or icon to open bubble.
  Tap photo or icon to go expense detail.

-Daily expense list

  Tap day number to open expense list of a day.

-Change photo size
  Tap left bottom button to open action menu and select one of 4     sizes(Hide, Small, Large or Proportional).

-Mail graph image

  Tap left bottom button to open action menu and select "Mail Graph Image".

-Change month

  Tap "<" or ">" button to shift month. Or tap month title label to go to month list.

-Graph image sample

[3]Category breakdown

Category breakdown graph shows your spending habit.
-Category summary
  A balloon shows a summary of information when you touch a part of the graph.
-Expense list
  An expense list appears when you tap a part of the graph.
-Change month
  Tap "<" or ">" button to shift month. Or tap month title label to go to month list.

[4]Category analysis

Category analysis graph compares budget and expenses for each category.Blue area shows this month's budget. You can know which category you spend too much.

-Category summary  A balloon shows a summary of information when you touch a part of the graph.

-Expense list  An expense list appears when you tap a part of the graph.

-Change month
  Tap "<" or ">" button to shift month. Or tap month title label to go to month list.

[5]Month history

Month history shows how your expenses change month to month.You can compare current expenses to past month.
Blue area shows the category's budget.

-Category summary
  A balloon shows a summary of information when you touch a part of the graph.

-Expense list
  An expense list appears when you tap a part of the graph.

-Change category
  Tap "<" or ">" button to shift category. Or tap category title label to go to category list.