Create and organize notes

Writing your first note takes a few seconds. As your journal grows, folders keep everything findable. This article covers creating notes and organizing them.

Create a note

1. Open the Notebook from the sidebar.
2. Click New note (the button at the top of the note list).
3. Give it a title and start writing. Your note saves automatically as you type — see The rich text editor.

💡 Tip: A clear title like "2026-05-25 — ES morning session" makes notes much easier to find later with search.

The built-in folders

Every Notebook starts with three system folders you can't delete:

• All Notes — every note you've written, in one place.
• Inbox — where brand-new notes land by default, so nothing gets lost before you file it.
• Templates — your reusable layouts. Notes you save as templates live here. See Note templates.

Create your own folders

1. In the folder list, click New folder.
2. Name it (for example, "Daily reviews", "Trade plans", or a strategy name).
3. Move notes into it by dragging a note onto the folder, or by setting the folder when you create the note.

Tidy up the folder list

• Drag to reorder — drag any folder up or down to arrange them in the order you like.
• Collapse all — use Collapse all to fold every folder closed at once when the list gets long.

💡 Tip: A simple structure that works for many traders: one folder per strategy, plus a "Daily reviews" folder and a "Lessons" folder.

Related articles

• Notebook overview
• The rich text editor
• Tag and search notes
• Trash and restore