There have been a lot of threads discussion various note taking and document storage apps. I’m trying to find something that is the closest to my ideal app, and wondering if anyone might have some thoughts to help guide me.
I’ve used Evernote for a time (I liked it, but it grew to be so cumbersome and hasn’t seen any growth in a long time). I have a license for DEVONThink Pro Office. I liked it too, but frankly the weird way it sort of uses tags as groups and as non-group tags, plus some other glitches and the limitations of the DT To Go has caused me to move away from it, perhaps only temporarily.
I have GoodNotes and Notability for note taking as well.
What I presently have is basically a mishmash. I have moved pretty much all of my notes into Apple Notes. I like it for its speed and easy syncing via iCloud, and I don’t mistrust Apple all that much, and I don’t put any highly secure data into it.
I also use Synology’s CloudStation, and there I store all of my documents, primarily in the form of PDFs, Pages and Numbers and Keynotes documents, and similar files. Tagging helps me to find things a bit faster, but mostly I use a file system hierarchy that goes 3-4 levels deep at most.
I have a separate database on my home server that stores those documents that I don’t need to have as readily available (all my old back statements, insurance policies, etc). I can get to them via a VPN connection to my home network and mounting the server drive, but I don’t need them often enough to have them synced to my laptop (which is my home and travel computer) all the time.
When I am taking notes, say in a meeting or while working, I usually do that in Notabiliy or GoodNotes if I need to write via Apple Pencil, and then export as PDF to the CloudStation file storage. Notes in other contexts are typed into Apple Notes.
I would really like to consolidate things to a much greater extent. There are too many different things going on!
Ideally, I need an app that let me do the following:
— Store everything (note, pdf, file, etc) in the file system which makes it easy to backup and access if the app itself dies for any reason;
— Allow me to file documents and open them easily their native app and then sync the changes back into the app when done (Evernote and DevonThink both do this really well, btw);
— Make new notes by typing with good support for tables (Devon’s tables really suck, btw) AND with handwriting, and allow a note to have everything mixed in - handwriting, typing, embedded documents
— Sync easily between Mac and iDevices
— Ideally, support download on demand on iDevices so the whole darn thing doesn’t have to be stored on my iPad and iPhone and eat all available storage space
— Allow at least 3-4 levels deep of folder nesting (Evernote, I’m talking to you)
— Allow all the data to reside on my own computers (sorry, Evernote, but I’m not putting the scans of my bills on your servers, and I don’t want to deal with the hassle of having to put them in an encrypted DMG so stick them in one of your notes).
— Markdown support would really be nice. DevonThink does have it, although it’s not that great for editing, but it does work.
Any suggestions / ideas would be most appreciated. Thanks.