Ninjaneer68 1 Posted March 20, 2017 Share Posted March 20, 2017 Ok, So I am new to evernote and I was searching around for ideas of how to structure my evernote. I wanted to share wihte other new people and receive comments / feedback of how others use. My goal for evernote is mainly to have a core location for my important files such as taxes and other files I store in google drive Examples of using organization in Evernote (Attached is a diagram of how I have my evernote notebacks and stacks set up example, organize by year. The bellow structure is - Stack -- notebook -- Tags _INBOX (Default Notebook) -- All emails and scanned files go here, tag as need then move to appropriate notebook _My-Files (notebook) -- All files with Tags go here if they don't go underneath financial management Notebook Stack -- (Stack) -- Collection of notebooks for taking notes IT Notes (Notebook) -- Random IT notes work related or home go here John Notebook (notebook) -- Where random notes about things will go Work Related (Stack) -- All work related Notebooks and files go here My Work Locations Wife Work Locations zFinancial Management -- Stack ( I start the stack with a "z" because I want the stack at the bottom of all the other stacks Taxes (notebook) -- W2, 1099, 1095, etc... actual tax documents saved in this notebook Expenses (notebook) -- everything below are tags - Anything with the below tag will likely be saved in Expenses Notebook YYYY --- Will tag with the year plus some of the below Receipts Utility bills Medical Receipt Loans Bank Statements Credit Cards Budget Checks Tax Deduction ** NOTE ** Because tags above exist underneath notebooks this is just an example of showing where files would moved if one of those tags are added to it TAGS <<-- What I have so far 2013 2014 2015 2016 2017 Airlines Wife Backup <<-- I tag attachments with one of these tags letting me know I have the actually attachment backed up online some where such as Gdrive G-Drive G-mail Dropbox ME (my name goes here) Confirmation Number House Items Electronics Invoice-Receipts House A Expenses House B Expenses Kids Johnny Jane June Ginger Organization Notes Photos Receipts Medical Receipt Resumes Taxes Tax Deduction Travel Houses << -- Past houses we have lived in House 1 House 2 House 3 Utility Bills Websites Naming Scheme << -- Still in work Generic YYYY-MM-DD-category-company Documents tied to a person YYYY-MM-DD-Person-File_purpose/category Receipts YYYY-MM-DD-Vendorpurchasedfrom-Item TAGS Search for Notes missing tags -tag:tagname <<< this will show you all files that DONT have that tag name I am about to integrate filethis.com into the above structure but I haven't yet Link to comment
Level 5* DTLow 5,736 Posted March 22, 2017 Level 5* Share Posted March 22, 2017 It's all good if it works for you. I also use an @Inbox notebook and don't worry about organization while collecting. I use my Mac to process my Inbox: assigning tags, titles, notebooks I avoid using Notebooks for organization, and use tags instead allows relational reference; i.e. multiple tags per note allows me to assign notes to a notebook for specific purposes; Local/Synced, Shared, Offline General Naming Scheme: I use <subject> yyyy/mm/dd <description> I like to put extra details in the description. I use intitle: searches, and often don't even need to open the note Backups are important. You already have one level, since your notes are backed up to the severs. Evernote has a Note History feature, and you can implement your own backups. My opinion is that backups are mandatory for Local Notebooks Task management is important for me. I make use of due dates (reminder) and tags >>My goal for evernote is mainly to have a core location for my important files such as taxes and other files I store in google drive I store everything in Evernote; no files on drives Link to comment
Level 5* tavor 668 Posted March 22, 2017 Level 5* Share Posted March 22, 2017 You lost me at "notebooks and stacks". I use notebooks to delineate access (i.e., local vs sync'ed notebooks, shared notebooks, offline notebook), not note content. Tags cover note content in my implementation. Link to comment
Level 5* CalS 5,280 Posted March 22, 2017 Level 5* Share Posted March 22, 2017 If you are in the US you might want to create tags with 1040 as a prefix (1040.SchedA, 1040.SchedB, etc.). You might also want to put those notes in a local notebook. For banks and credit cards you might consider a tag per entity (Amex, Chase, etc.) Just use the house address for the tag name. Consider preceding years with an underscore, _2007. This will keep them together in the tag drop down and sort to the front when sorting by tag. Whatever you do try and use simple tag names that you can remember. And as few as possible. Note, tags are used across notebooks, not under. Hope it works well for you. Link to comment
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