Notes are working memory

Use Notes for thoughts, meeting notes, ideas, instructions, appointment details and scraps of information that may change or grow.

Pin a note to Saved when you need it repeatedly or want a shortcut while it is active.

Reference is stable lookup information

Reference works better for information you keep looking up: model numbers, provider details, sizes, travel facts, home information or repeat instructions.

A reference can include a value, notes, tags and a link without becoming a task.

Do not overthink the boundary

If you put something in Notes and later realise it belongs in Reference, that is not a failure. The important thing is that Search can help you find it.

Choose the place that feels most obvious when you save it and move on.