Are you looking for tips on searching your Evernote account?
Today I was working on a fair value note disclosure and needed to find information about the reconciliation required for level 3 changes. I knew I had, several weeks ago, fed my Evernote account with an example fair value disclosure. So I typed “fair value” “level 3” in my Evernote search box. Presto, there it was, and it took me about ten seconds.
Once you add hundreds and, yes, thousands of notes to your Evernote account, you need to know how to find the needle in the haystack.
Back in the 60s, when I was a mere child, I could call the operator if I needed help locating someone. While you can’t call Evernote operators, they are just as helpful in finding, not people, but information.
You can use operators in an Evernote search box to locate particular information. Some of the more commonly used operators are:
And – Normally you will not type the word “and” as an operator; it’s implied. So if you type: comprehensive income in the search box, Evernote will locate all notes with the words comprehensive and income. If you want to see all notes with the phrase “comprehensive income,” then type: “comprehensive income”–using quotation marks.
Any – Typing the words “any: compilation review” will provide all notes with either the word “compilation” or the word “review.” If a note has the word “compilation” (and not “review”), then it will appear in your search list. If a note has the word “review” (and not “compilation”), then it will also appear in the list.
Tag – By typing “tag:Bank” into the search box, you’re telling Evernote that you want to see all notes tagged “Bank.” (You can tag each note regardless of which notebook it is in; for example, you might have four different notes in four different notebooks, but each tagged “Bank.”)
Notebook – Let’s say you have a notebook titled: Auditing (along with 70 other notebooks). You can type: “notebook:Auditing” in the search box and Evernote will locate your auditing notebook.
Intitle – Typing “intitle:derivative” will yield all notes with the word “derivative” in the title. So if you have one note titled “Mitigating Risk with Derivatives” and another note titled “Derivative Disclosures,” both notes will appear in your search list.
Created – “created:day-1” will provide you with a list of all notes created yesterday and today. You can substitute “day” with “week,” “month,” or “year”. If you want to see all the notes created in the last two weeks, issue a search with “created:week-1.”
Searching becomes even more powerful when you combine operators.
For example, typing:
Intitle:derivative swap “cash flow hedge”
will provide you with all notes that have the word “derivative” in the title and the words (1) “swap” and (2) “cash flow hedge” as a phrase.
Another example, typing:
Notebook:Accounting any:swap “cash flow hedge”
will provide you with a list of all notes from your accounting notebook that have either the word “swap” or the words “cash flow hedge” as a phrase.
Notebook:Bank tag:Deposits FDIC “Due to Due from”
will provide you with notes from your Bank notebook that have a “Deposits” tag and that contain the words FDIC and “Due to Due from” as a phrase.
Go ahead, try some of these tips with your Evernote account. You’ll soon be sifting through your notes with ease.
Evernote offers a free version, so if you haven’t tried it, give it a test drive.
You’ll find more information about Evernote in the following posts:
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Charles Hall is a practicing CPA and Certified Fraud Examiner. For the last thirty years, he has primarily audited governments, nonprofits, and small businesses.He is the author of The Little Book of Local Government Fraud Prevention and Preparation of Financial Statements & Compilation Engagements. He frequently speaks at continuing education events.Charles is the quality control partner for McNair, McLemore, Middlebrooks & Co. where he provides daily audit and accounting assistance to over 65 CPAs. In addition, he consults with other CPA firms, assisting them with auditing and accounting issues.
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