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Templates
Michael Fluharty edited this page Jul 8, 2026
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Every folder is created from a template, and the template decides the entry form and the detail view for the items inside it. New folders pick a template; Custom / Notes is the flexible catch-all.
| Template | Icon | Holds |
|---|---|---|
| Custom / Notes | note | Title, a long note body, an optional PIN/code, and attachments. The catch-all — leave the code blank for a plain note, fill it to store a coded thing. |
| Cards | credit card | Card type, plain-text fields, and a card image. Includes Present to Cashier (full-screen, brightened) for scanning. |
| Codes / Accounts | lock | Service, username, password, website, and Notes / 2FA. Shown in plain text — the vault is the lock. |
| Journal | book | Date and time (to the second), title, a resizable body, header image, and an optional tagged location. Entries sort newest-first by their own timestamp, so editing an old one never bumps it. Exports to Markdown, PDF, and Apple Notes. |
| Contacts | person | A full contact card imported from Apple Contacts (every field preserved), or entered by hand. Person or Business, with an interaction log and significant dates. Business contacts add website, hours, and a map. |
| Receipts | document | Store, address, date, line items, subtotal/tax/total, and payment. Scan a receipt to fill it; turn it into a geofenced shopping list; add the store to Contacts. |
| Appointments | calendar | Title, date and time, address (with a map), phone, and prep notes. Add to Apple Calendar or Reminders. |
| Photos | photo | A media library rather than an item list — images kept together, with metadata. |
There is one underlying item type; each template shows only the fields that make sense for it. Adding a template never migrates or risks your existing data — folders that predate a template keep working, and fields are added optionally.
You can also configure fields per folder — hide built-in fields you don't use, or add your own custom ones.