Configuration

Configure Journal Bases via Settings > Journal Bases.

Period Type Settings

Each period type (daily, weekly, monthly, quarterly, yearly) has these settings:

Setting Description Example
Enabled Toggle this period type on/off true
Folder Where notes are stored Journal/Daily
Format Filename format using Moment.js tokens YYYY-MM-DD
Template Path to Templater template file (optional) Templates/Daily.md

Date Format Tokens

Uses Moment.js format tokens:

Token Output Example
YYYY 4-digit year 2025
MM 2-digit month 01-12
DD 2-digit day 01-31
gggg ISO week year 2025
ww ISO week 01-53
[Q] Literal “Q” Q
Q Quarter 1-4
[text] Literal text text

Default Formats

Period Format Example Output
Daily YYYY-MM-DD 2025-01-15.md
Weekly gggg-[W]ww 2025-W03.md
Monthly YYYY-MM 2025-01.md
Quarterly YYYY-[Q]Q 2025-Q1.md
Yearly YYYY 2025.md

Nested Folder Formats

Formats can include path separators to organize notes in subfolders:

Format Result
YYYY/MM/YYYY-MM-DD 2025/01/2025-01-15.md
YYYY/YYYY-[Q]Q 2025/2025-Q1.md
YYYY/MM/YYYY-MM 2025/01/2025-01.md

Folders are created automatically if they don’t exist.

View-Specific Options

View options are configured per Base instance via the view options menu (gear icon).

Periodic Notes View Options

Option Type Default Description
Period type Select Daily Which period type to display
Future periods Slider 1 Future periods to show (0-12)
Expand first card Toggle true Auto-expand newest note
Show missing periods Toggle true Show create buttons for gaps

Periodic Review View Options

Option Type Default Description
Show daily Toggle true Show daily column
Show weekly Toggle true Show weekly column
Show monthly Toggle true Show monthly column
Show quarterly Toggle true Show quarterly column
Show yearly Toggle true Show yearly column
Column width Slider 400 Column width in pixels (300-600)

Periodic Notes Plugin Sync

When the Periodic Notes plugin is enabled:

  1. Journal Bases automatically syncs settings from Periodic Notes
  2. Settings in Journal Bases become read-only (indicated in UI)
  3. Make changes in the Periodic Notes settings instead
  4. If Periodic Notes is disabled later, settings become editable again

Sync requirements: Periodic Notes must have at least one period type enabled with a non-empty folder.

Template Configuration

To use templates:

  1. Install and enable the Templater plugin
  2. Create template files for each period type
  3. Set the template path in Journal Bases settings

Template path examples:

  • Templates/Daily Note.md
  • _templates/weekly.md
  • My Templates/Journal/Monthly.md

Templates are processed by Templater when creating new notes.


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