Category: GTD

I’ve been chronicling my journey from Evernote to Obsidian here on my blog; here’s a link to my last post about that. I thought I’d write a post today to mark the “point of no return” with this project.

This morning, I deleted all of the notes from my Evernote account, and canceled my paid account. I didn’t completely delete my account; I now have just the free version, so if I need any of my old notes in the next week or two, I could probably log in and pull them out of my trash. But, for all practical purposes, I’m committed to Obsidian now, as my “trusted system.”

I think I’ve got Obsidian set up the way I want it now, but there’s some stuff I want to clean up and/or tweak. First, I’m still trying to clean up all of my images/attachments that came over from Evernote. I initially put them in separate sub-folders for each notebook that I imported from Evernote. Now, I’m trying to consolidate them into one top-level “_resources” folder. As I’m doing that, I’m cleaning up file names on them a bit. A lot of them have names like “img_1234.jpg” or “snapshot.1.jpg”, so I’m trying to rename those to be a bit more unique and descriptive. I initially tried a plugin that automatically renamed them to match the name of the note that they were referenced in, but that plugin seemed to cause some issues, so I gave up on that. Now, I’m going through them a few at a time. I’m not renaming all of them; if they’re already named with a date/time stamp of some kind, or anything else that’s reasonably unique, I’m leaving them be. This is still probably overkill, but it’s also giving me a chance to look at some of the older notes and clean them up a bit too. Eventually, I’ll be done with that.

I’m also experimenting a bit with how I’m going to record my day-to-day activities and task completions. I’m using the tasks plugin, and that’s working well so far, as a replacement for Evernote reminders. To record day-to-day activities, in Evernote, I used to keep a year-long task note, named “Tasks 2025” (or whatever year it was), with a bulleted list of ongoing projects and simple to-do items at the top. On any day where I was working on stuff, I’d create a date-stamped list of stuff I worked on that day. That list would get pushed down below the master project/to-do list when I was done with it, so, by the end of the year, the note would be a reverse-chronological list of everything I’d done that year. (Well, not everything, but you know what I mean.)

In Obsidian, I was initially going to keep doing that. But then I thought about trying daily notes instead. I started that on January 1, and it’s working OK so far. But I have a bit of a hybrid system now, where I’m using a combination of three notes to track things:

1. A “tasks” note that is just a bunch of task queries, to show me what’s due today, what’s due in the next week, and a master list of all pending tasks.
2. A “Tasks 2026” note, with that master list of tasks, projects, and simple to-do items.
3. A daily note each day, with the list of stuff I did that day.

So that’s probably too much stuff. I should probably consolidate the note with the task queries and the note with the project (etc) list. But I haven’t settled on how I want that to look. Either way, I think I’m on the right track. I just haven’t converged on exactly what I want yet.

I still have a couple of friction points with Obsidian. Sync is occasionally not as reliable as I’d like it to be. I guess I need to get used to looking at the little sync status icon in the lower right corner of the screen and not exiting Obsidian until it’s green. (Evernote sync had been very reliable lately, and I’d been taking that for granted. I guess that was because Evernote had really transitioned to an online-first experience, while Obsidian remains a local-first experience. The Evernote client, I think, was constantly saving stuff to their back-end; the local database was probably being treated as just a cache, really.)

Most of the other friction points are just little things that I need to get used to, or find ways to work around. I’ll get there.

Well, I’m now on day three of my vacation week, and day three of my Obsidian setup. (See here for day one and day two.) I’m going to write up some notes below on various things I’ve been working on.

Obsidian Sync

I signed up for Obsidian Sync, at the $8/month Plus level. For now, I’m paying month-to-month, so it’s actually a $10/month plan. I wasn’t sure if I needed Plus or Standard. My vault is around 700 MB, so it’s under the 1 GB limit. But I initially had some attachments that were over 5 MB, so that might have been an issue. I think I’ve removed or resized all of those now, so I could probably make do with the Standard level. The Plus plan also gets you a full year of revision history, which is nice, so I might stick with that either way. I’m not sure yet.

I’d previously experimented with simply putting my vault in OneDrive and iCloud. OneDrive worked fine for PC/Mac sync, but wouldn’t have worked on iOS. I thought iCloud might work OK on iOS, but it’s a little iffy. So, for now, I’m paying for Obsidian Sync.

Obsidian Sync does seem to work fine on iOS and iPadOS, but there’s one thing I’ve noticed that I didn’t initially think about: Obsidian, even on iOS, is local-first, so your whole vault gets synced to your iPad and iPhone. That’s not a huge problem, but it’s interesting to see that the Obsidian app on my phone is using 800 MB of storage, while Evernote is only using 500 MB. I think Evernote caches a certain amount of information locally, but the design is online-first, so (I think) it’s always going to try to get info from the cloud.

Tasks

My big project today has been converting all of my Evernote reminders to tasks. I’m still a little nervous about this. I’m losing the email reminders and iOS notifications that Evernote provides. So I’m going to have to be good about looking at my main task note in Obsidian. This is how I track important life stuff, like paying bills, so if it falls apart, I’m in trouble.

I’ve now done the migration, and I have 70 tasks in my vault. I did the migration manually, rather than trying to create a script to do it. I wanted to be able to review all of the notes associated with the reminders, and think about them, and maybe revise them a bit.

One thing I did to make this all easier: I assigned a shortcut key to the “create or edit task” command. I used Alt-T for that (Opt-T on the Mac). The pop-up dialog for this is reasonably easy to use. I do have one big problem with it though: there’s no date picker. When I’m setting due dates on tasks, if they don’t need to be done on a specific day, I like to set them to the closest Saturday, which is my usual day for taking care of random to-do items. I guess I’ll have to live without that for now.

To actually view the tasks, I have a “task note” with a number of task queries on it. For now, it looks like this:

(I tried to insert the code here, but WordPress got confused, so I’m just putting a screenshot here.)

So not too fancy. I’d really like to find a way to format this a bit better. Maybe in a table? If there’s a way to show task info in a “base”, I haven’t figured it out yet. I did use a base to show all of my Evernote reminders, and that worked well. I might as well stick that in here too:

views:
  - type: table
    name: Table
    filters:
      and:
        - '!note["EN-Reminder"].isEmpty()'
        - note["EN-Reminder-Done"].isEmpty()
    order:
      - file.name
      - EN-Reminder
      - EN-Reminder-Done
    sort:
      - property: EN-Reminder
        direction: ASC

This is basically showing all notes that had an Evernote reminder, but did not have a “reminder done” date.

In working through my reminders/tasks, I’ve noticed that a lot of them are just reminders to review a given annual subscription before it renews. I think I might look at seeing if there’s a way to categorize these specific tasks and separate them out. Maybe a “#subs” tag or a property. And once I started thinking about properties, I started thinking that I could have a specific type of note with a number of specific properties that I could use to organized my subscriptions. Maybe properties for renewal date, cost, URL, and so on. Well, that’s a project for later maybe.

Images

I may have gone a little overboard with image cleanup today. I installed this plugin, which is a simple little script that renames all images on the current note to match the note title. So, for instance, ‘IMG_1234.jpg’ becomes ‘drivers license 2014.jpg’. It only does this for one note at a time. So I went through my main archive folder and ran it on, probably, around 400 notes. And did some general note cleanup along the way.

I think I need to stop myself from going overboard with miscellaneous note cleanup. It’s easy for me to go down a rabbit hole of doing low-value file maintenance tasks and losing sight of the big picture. This has been a problem for me, in general, really. Obsidian really gives me an opportunity to waste a lot of time fiddling with unimportant stuff, and I need to watch out for that.

(Update: I had some sync issues after all of those image file renames, so I think I’m going to delete the plugin linked above. I don’t know if the sync problems were due to the plugin, or something else, but… better safe than sorry. And I’m hoping that the kind of sync issues I just had aren’t common with Obsidian sync. If they are, then I’m going to need to go back to Evernote!)

I got an email from Evernote last week letting me know that my subscription price would be increasing to $250/year, effective January 7, when my annual subscription renews. It had gone up to $130/year in 2023. Prior to that, it was $70/year.

I’m not really unhappy with Evernote as a product, or with Bending Spoons as a company, but the price on it is getting a bit ridiculous. Here are some links to articles/videos of other folks talking about the price increase:

• Reddit mega-thread
• Taming the Trunk video
• Dave Edwards video

I had previously experimented with moving to Obsidian, in 2023, but didn’t go through with it. But now, it’s looking like I really need to do something. Maybe I could afford $250/year for Evernote if I thought they were going to stick with that price for the foreseeable future, and continue making the app better. But I’m just not convinced that they’re on a good trajectory, in terms of my own personal use-case for the product.

Cory Doctorow coined the term en****tification a while back, and it’s a useful term, though I wish he had come up with something that didn’t incorporate one of George Carlin’s seven dirty words you can’t say on TV. Still, it’s a good term. Here’s a Metafilter discussion on the (let’s call it) enpoopification of note-taking software, from 2023. I’m not sure if Evernote really falls into this category, but you could make a good case for it.

So, anyway, I’m back to experimenting with Obsidian. Luckily, I’m taking this coming week off from work, to use up my vacation days for the year, so I’ve got the time for it.

I’ll probably post more about this when I get farther along, but I thought it would be useful to write up some initial notes, informed by my previous efforts, and by watching a whole bunch of YouTube videos.

I’ll start with the process of importing from Evernote. For that, I’m using Yarle. Obsidian now has an official importer for Evernote, but I think Yarle is probably still better. Looking at the commit history on Yarle in Github, I see that the author has continued to work on it. Having tried it out again, I’m not sure if it’s working better than it was in 2023, but it’s definitely working well enough, I think.

I’ve been tweaking my template for Yarle. Here’s what I’ve got at this moment:

---
{title-block}EN-Title: "{title}"{end-title-block}
{created-at-block}EN-Created: {created-at}{end-created-at-block}
{updated-at-block}EN-LastUpdated: {updated-at}{end-updated-at-block}
{source-url-block}EN-SourceURL: {source-url}{end-source-url-block}
{reminder-time-block}EN-Reminder: {reminder-time}{end-reminder-time-block}
{reminder-done-time-block}EN-Reminder-Done: {reminder-done-time}{end-reminder-done-time-block}
{tags-yaml-list-block}Tags: {tags-yaml-list}{end-tags-yaml-list-block}
---
{content-block}{content}{end-content-block}

So I’m putting a bunch of stuff in the “frontmatter” of the note. This stuff is mostly just there for reference; I won’t actually need it going forward. I plan on converting Evernote’s reminders into Obsidian tasks, either manually or via a script or something. And the tags block seems like the cleanest way to get the tags over from EN.

The only setting in Yarle that I’ve changed from the default is to set “store attachments in notebook level” to yes. I’m still not sure about the way I’m dealing with attachments, but I think this is good enough.

As for my Obsidian setup, I think I’ve settled on a batch of plugins that’ll give me most of the functionality I need (with some compromises and caveats). Here’s the list:

• Notebook Navigator – This is a great one that allows you to get your Obsidian screen to look a lot more like what I’m used to with Evernote. Getting this installed got me past a lot of my hesitation with Obsidian.
• Omnisearch and Text Extractor – These two should bring some decent search functionality to Obsidian.
• Tasks – I’m going to try to replace the Evernote reminders functionality using Tasks. I know I won’t be able to do a lot of the stuff that Evernote can do (email reminders for instance), but I think I can get a workable system cobbled together.
• Broken Links – I’m using this to identify broken links in my imported notes. I’m seeing a lot of problems there, actually. I won’t get into the details here, but I’m going to have a lot of fix-up to do, I think.

Whew. So maybe that’s enough for this blog post. I intend to spend a bunch more time working on this tomorrow.

One thing I want to do this time is to make a relatively quick decision to either switch over or not, and to go all-in on Obsidian if I do. I don’t want to dither on it, and wind up having to renew my Evernote subscription, then spending a lot of time flipping back and forth between the two systems. (I’m kind of doing that with Raindrop.io and Pinboard right now, and it’s not optimal.) Sink or swim!

Well, I’m still dithering back and forth on whether or not to give up on Evernote. I guess that’s a solid month of dithering now. I’m fairly certain, at least, that if I do give up on Evernote, I’m most likely to migrate to Obsidian.

I’ve been doing a lot of experimentation with Obsidian. And I’ve done a lot of exports from Evernote with Yarle, trying to find the right settings for the smoothest migration. I think now might be a good time to write up some notes on all that.

I’ve got a few issues with the simple fact that Obsidian’s files are plain-text Markdown, while Evernote’s are rich text. Yarle does a good job of converting most of the rich-text stuff to equivalent Markdown, assuming the formatting isn’t too fancy. But I’ve hit on a couple of gotchas. The biggest is that I frequently use pound signs (#) is my notes for things like comic book issue runs, like “Spider-Man #1-6”. That’s fine in Evernote, but Obsidian interprets the “#1-6” as a tag named “1-6”. So I’d have to  clean a bunch of that up, either before or after the export. I’d either have to remove the pound signs, or escape them with a backslash.

I’ve also found that Yarle doesn’t always get cross-notebook links right. So I’d have a bunch of those to clean up (unless I can figure out why Yarle is doing that, and fix it at the source). And Obsidian doesn’t see a link that doesn’t go anywhere as an error; it’s really more of a feature. When you click a link that doesn’t point to an exiting file, Obsidian goes ahead and creates the file. So there’s no way to get a good list of all the broken links.

On the plus side, I think I’ve figured out a workable way to include my note reminders in the export as Dataview inline fields, which I can then summarize with a Dataview query. I’m not sure if that’s what I’d want to do long-term, but it would at least allow me to have a list of the notes with reminders on them, so I can go from there.

Searching for text in images isn’t a built-in feature with Obsidian, but you can get it with the Omnisearch plugin, paired with the Text Extractor plugin. In my experiments, it’s not nearly as good as Evernote’s OCR and image search, but it’s something.

Overall, I’m now at a point where I feel like Obsidian would be workable for me, but there would be some trade-offs, compared to Evernote. If Evernote truly seemed to be circling the drain, I’d go ahead and jump ship. But, while there’s been a lot of negative talk about Evernote recently, they honestly seem to be doing fine, as far as I can see. I haven’t had any hiccups with the client software recently, on Mac, Windows, or iOS. And I haven’t had any sync problems either. So it’s hard to talk myself into dropping something that’s working reasonably well for me.

I’m still spending a lot of time messing around with Obsidian, trying to figure out if I can migrate from Evernote, and if I want to. I have a bunch to say about all that, but I’m going to start with a list of resources that I’ve been looking at.

There’s quite a lot of material out there on Obsidian: podcasts, videos, blog posts, etc. That’s one of the reasons why it seems worth considering. If it wasn’t good, there wouldn’t be so many people out there producing content around it. (On the other hand, there’s a lot of content out there on the internet about some pretty questionable stuff, so maybe I shouldn’t read too much into that…)

Training

There are a bunch of paid training options out there, usually in video form and running around $200 for a course. Here’s a thread from MPU Talk on the subject. A few of the examples below came from that thread.

• Nicole van der Hoeven has a course called Obsidian for Everyone, for €200. I’ve watched some of her YouTube videos, and they’re pretty good.
• Mike Schmitz has something called Obsidian University, which costs $150 USD. Schmitz is a co-host of Focused, with David Sparks. I don’t listen to that podcast, but I generally trust David Sparks, so I’d assume he’s legit, at least.
• The Sweet Setup has something called To Obsidian and Beyond, for $200 or $500, depending on which tier you buy. Mike Schmitz was also involved with this course. I think it predates his Obsidian University, but I’m not sure.
• And then there’s Obsidian Flight School, which costs $129. There appears to be a lot of content in this one. This is from Nick Milo. I’m not really familiar with him, but I’ve watched one or two of his YouTube videos.
• And finally, there’s Obsidian Fundamentals and Obsidian Onboarding from Danny Hatcher. There are a few tiers to his stuff, with the highest being £199. I’m not too familiar with him, but he also has a lot of videos on YouTube.

I haven’t tried any of these out yet, and I don’t know if I will, but it’s interesting that there’s so much out there. (And, by the way, I couldn’t find anything on Obsidian on any of the training channels I currently have access to: Pluralsight, SkillSoft, and LinkedIn Learning.)

Podcasts

I’m not aware of any podcasts that are specifically about Obsidian, but Obsidian is a subject that comes up on a few podcasts that I follow either regularly or occasionally.

• Mac Power Users: MPU has a number of episodes talking about Obsidian, since David Sparks is a big Obsidian user. There’s one episode in particular, 583: The Obsidian Deep Dive, that devotes the whole show to Obsidian.
• Automators, likewise, devoted a whole episode to Obsidian: 109: Automating Obsidian.
• AppStories did a four-part Obsidian In Depth series that starts here. Federico Viticci is a big fan of Obsidian, and there’s a lot of Obsidian coverage on AppStories and MacStories.
• MetaMuse did an episode recently interviewing Stephan Ango, CEO of Obsidian. I found this episode to be particularly useful in figuring out a bit more about the company that’s behind Obsidian, and what their philosophy is, and how likely they are to remain on a course that’s consistent with maintaining a product that continues to be useful. (I had a hard time phrasing that sentence… Many tech companies are more about getting to an IPO or maximizing revenue or growth or whatever than they are about releasing and maintaining a good product. And the “maintaining” part is usually the sticking point…)
• Somewhat related: I listened to an episode of Taming The Trunk recently that featured an interview with Federico Simionato, the current product lead on Evernote at Bending Spoons. Similar to the MetaMuse episode above, it gave me some insight into the current owner of Evernote, and their philosophy and plans for the product.

As you can see, I’ve been spending a lot of time researching and learning about Obsidian this week. I still haven’t convinced myself to migrate over from Evernote though. Some of the experimenting I’ve done has, at least, gotten me to clean up my Evernote data a bit, and has gotten me to think a bit deeper about how and why I use these kind of tools.

And, since Evernote has been my “second brain” for more than ten years now, going through the data in my account has sent me down some rabbit holes, remembering old jobs, old projects, and old friends. Some of that has been pleasant and some of it hasn’t. (Insert Comic Book Guy “Oh, I’ve wasted my life” meme here.)