Category: software

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!