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Time: 15 minutes | Level: Intermediate
Prerequisites: Create Your First Helper

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What You’ll Learn

  • Navigate helper settings and the customization interface
  • Choose the right field type for each piece of data
  • Configure required fields, defaults, and validation
  • Customize appearance with icons, colors, and themes
  • Set up widgets to visualize your data

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Accessing Helper Settings

There are two ways to customize a helper:
  1. Open your helper
  2. Tap the gear icon in the top-right corner
  3. Select Customize Helper

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Field Types Deep Dive

Every piece of data you track needs the right field type. Here’s when to use each:
Best for: Names, notes, descriptions, locationsOptions:
  • Single line (default) - short entries
  • Multiline - longer notes, descriptions
  • Placeholder text - example input
Example uses:
  • Store name in expense tracker
  • Meeting notes
  • Recipe instructions
Best for: Amounts, quantities, measurementsOptions:
  • Decimal places (0, 1, 2)
  • Prefix (e.g., ”$”, ”€”)
  • Suffix (e.g., “kg”, “miles”, “hrs”)
  • Min/max values
Example uses:
  • Expense amount with ”$” prefix
  • Weight with “kg” suffix
  • Quantity with no decimals
Best for: Categories, status, predefined optionsOptions:
  • Single select (choose one)
  • Multi-select (choose multiple)
  • Custom option colors
  • Allow “Other” option
Example uses:
  • Expense category (Food, Transport, Entertainment)
  • Mood rating (Great, Good, Okay, Bad)
  • Tags on a note
Best for: When something happened or will happenOptions:
  • Date only
  • Date and time
  • Time only
  • Default to “now”
Example uses:
  • Expense date
  • Appointment time
  • Deadline
Best for: Yes/no, done/not done, true/falseOptions:
  • Default checked or unchecked
  • Custom label
Example uses:
  • “Paid?” on an expense
  • “Completed?” on a task
  • “Recurring?” on a bill
Best for: Scales, ratings, levels (1-10)Options:
  • Min and max values
  • Step increments
  • Label presets (Mood, Pain, Energy)
  • Show emoji feedback
Example uses:
  • Mood rating (1-5 with emojis)
  • Pain level (0-10)
  • Energy level
Best for: Photos, receipts, screenshotsOptions:
  • Camera or gallery
  • Enable Smart Scan for extraction
Example uses:
  • Receipt photo
  • Progress photo
  • Document scan

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Managing Fields

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Adding a New Field

1

Open Field Editor

In helper settings, tap Fields or scroll to the fields section.
2

Add Field

Tap + Add Field at the bottom of the list.
3

Choose Type

Select the field type that matches your data.
4

Configure

Set the field name, options, and any validation rules.
5

Save

Tap Done to add the field to your helper.

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Reordering Fields

The order of fields affects:
  • How the entry form appears
  • Which field shows first in list view
  • Natural language parsing priority
To reorder: Drag the handle (≡) on the left of each field to move it up or down.
Put the most important field first—it becomes the “title” of each entry in list view.

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Required vs Optional Fields

  • Required fields must be filled before saving an entry
  • Optional fields can be left empty
Toggle the Required switch in field settings. Make fields required when:
  • The data is essential (e.g., amount in expense tracker)
  • You need consistent data for reports
Don’t make too many fields required—it slows down quick logging.

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Default Values

Default values pre-fill fields when creating new entries. Use them for:
ScenarioDefault Value
Today’s dateCurrent date/time
Common categoryMost-used option
Standard quantity”1”
Recurring locationYour usual place
To set a default:
  1. Open field settings
  2. Find Default Value
  3. Enter the value or select an option

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Helper Appearance

Make your helper visually distinctive and easy to find.

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Icon & Color

1

Open Appearance Settings

In helper settings, tap Appearance or look for the icon/color section.
2

Choose an Icon

Browse or search the icon library. Pick something that represents your tracker.
3

Select a Color

Choose a theme color. This affects:
  • Helper card on home screen
  • Header and accent colors
  • Widget styling

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Naming Tips

  • Keep names short (2-3 words max)
  • Be specific: “Work Expenses” not just “Expenses”
  • Use action words: “Track Sleep” or “Log Meals”

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Widget Configuration

Widgets display summaries of your data on the helper’s main screen.

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Available Widget Types

WidgetShowsBest For
TotalSum of a number fieldExpenses, hours, quantities
CounterNumber of entriesHabit streaks, daily counts
ChartVisual trends over timeSpending patterns, progress
RecentLatest entriesQuick reference
StreakConsecutive daysHabits, consistency

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Adding Widgets

1

Open Widget Settings

In helper settings, tap Widgets.
2

Add Widget

Tap + Add Widget and choose a type.
3

Configure

Select which field to display and set the time range (today, week, month, all time).
4

Arrange

Drag widgets to reorder them on your helper screen.

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Exercise

Practice: Enhance Your Expense Tracker

Take your expense tracker from the beginner tutorial and level it up:
  1. Add a “Payment Method” field (Select type)
    • Options: Cash, Credit Card, Debit Card, PayPal, Other
  2. Add a “Recurring” field (Checkbox type)
    • Default: unchecked
  3. Make “Amount” required but keep other fields optional
  4. Set a default category to your most common expense type
  5. Add a “Monthly Total” widget showing sum of amounts this month
  6. Change the icon and color to something distinctive
Test by adding 3 entries using different payment methods!

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Key Takeaways

Remember:
  • Choose field types based on how you’ll use the data, not just what it looks like
  • Required fields ensure data quality but slow down quick logging
  • Defaults save time for repetitive entries
  • Widget order matters—put the most important summary first

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Troubleshooting

Most data can fit into existing types with creative use of prefixes/suffixes. For complex calculations, see Building Price Calculators.
New fields only appear on entries created after adding them. Existing entries will show the field as empty when edited.
Check the field binding in widget settings. Make sure you selected the correct field (e.g., “Amount” not “Quantity”).

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Next Steps

Voice and Hands-Free

Log entries without touching your phone

Field Types Reference

Complete field configuration options