Settings

Settings is where Journalit becomes your actual trading workspace instead of a generic plugin install. This is where you define how notes are created, how reviews repeat, how Trade Sync behaves, and how your own taxonomy is applied across the system.

Settings structure

Journalit's settings are organised into five tabs: General, Reviews, Customisation, Trade Sync, and Accounts.

How To Open Settings

Open the command palette

Press Ctrl+P in Obsidian.

Run the settings command

Search for Open Journalit Settings and run it.

Or use Obsidian's plugin settings

You can also open Journalit from Obsidian's Community Plugins settings area.

Settings Overview

General

Core plugin behaviour, journal path, trade defaults, notifications, and settings backup tools.

Reviews

Default templates, recurring goals, pre-trade checklist, review auto-creation, and scalper defaults.

Customisation

Symbols, mappings, account types, setups, mistakes, tags, events, and custom trade fields.

Trade Sync

Sign-in and plan gating, backend connection status, vault registration, FTP credentials, sync controls, and account linking.

Accounts

The Five Tabs

The General tab controls the settings you feel every day.

Core identity

Set currency and display name, and jump out to the docs, Discord, or GitHub directly from the tab.

Home behaviour

Control whether Home opens automatically, how the navigation sidebar opens views, and whether Recent Items should only show Journalit files.

Trade defaults

Choose date and time formats, week structure, analytics date basis, break-even threshold rules, risk defaults, and MAE/MFE input behaviour.

Operational controls

Manage notifications, export settings, import settings, and reset everything back to defaults.

The Reviews tab defines how repeatable review workflows are created.

Default templates

Pick the default layout for trades, DRCs, weekly reviews, monthly reviews, quarterly reviews, and yearly reviews.

Recurring structure

Maintain recurring daily goals, weekly goals, and the pre-trade checklist used in DRCs.

Review automation

Control the global auto-create switch and per-period navigation-based review creation.

Scalper defaults

Configure default scalper count mode, source mode, and whether session mistakes should auto-apply to trades.

The Customisation tab is where Journalit learns your own labels and field structure.

Reusable option lists

Maintain tickers, account types, setups, mistakes, tags, and events in one place.

Symbol mappings

Map imported symbols to a base instrument so futures and alternate naming schemes stay consistent.

Instrument metadata

Store asset-specific symbol information, including futures or forex specifications where needed.

Custom trade fields

Add your own structured fields with validation rules and option lists when the default schema is not enough.

The Trade Sync tab is the backend operations surface, not just a simple toggle page.

Access gating

Trade Sync is blocked until you are signed in, and is also gated by your plan tier.

Status dashboard

See connection state, last sync time, sync count, account count, and quick actions like refresh connection or force sync.

Setup workflow

Account linking

Refresh linked accounts and relink MetaTrader accounts when backend detection needs correction.

The Accounts tab is focused on identity, subscription state, and account-level access.

Sign-in status

See whether you are online or offline, which email is active, and which tier badge is attached to the account.

Account actions

Plan visibility

See feature tags for your current tier and jump to subscription management on the web dashboard.

Support path

If auth fails, the tab exposes copy-report and Discord support actions instead of leaving you guessing.

General Tab

The General tab groups together the defaults that shape Journalit's day-to-day behaviour.

Core Preferences

Currency

Choose the base currency used for monetary values and conversions across the plugin.

Language

Use Journalit in supported interface languages, including English, Spanish, Simplified Chinese, Russian, French, and German.

Display name

Set the name Journalit should show in personalised UI areas such as Home View.

Quick links

Open the public docs, Discord, or GitHub directly from the top of the tab.

Home View Settings

Home auto-open

Choose whether Home should open always, only when nothing else is open, or never on startup.

Navigation sidebar tab behaviour

Choose whether sidebar items open in a new tab or replace the active tab.

Filter recent items

Restrict the Recent Items widget to Journalit files when you want a cleaner trading-focused landing page.

See Navigation Sidebar for the full sidebar workflow, including search and customisation.

Folder And File Behaviour

Journal folder location

Pick the folder where Journalit stores journal content instead of relying on the default path forever.

Update image paths

Run the image-path update action after moving the journal folder so older note screenshots do not point at stale paths.

Trade Settings

Trade note behaviour

Automatically open newly created trade notes if that matches your workflow.

Date and time format

Choose date naming format and whether the plugin should use 24-hour time.

Calendar behaviour

Control weekend skipping, week start day, and trading-day cutoff time.

Analytics date basis

Choose whether Dashboard and Home analytics group closed trades by entry date or final exit date.

Break-even and risk rules

Set a fixed break-even range or a percentage-of-current-balance threshold, alongside default risk amount and R-multiple display.

Copy-trading display

Show copy-trading-adjusted P&L when that matters to your account setup.

Input preferences

Choose whether to use dollar-value input and how MAE/MFE should be entered.

Notifications And Data Management

Sync notifications

Show or hide completion notices for sync jobs.

New trade notifications

Control whether Journalit should notify you when new trades arrive through sync.

Update notifications

Decide whether plugin update prompts should appear.

Privacy mode

Hide sensitive trading and account values across dashboards, Trade Log, Home widgets, review widgets, charts, tooltips, search, and CSV previews.

Export settings

Download your current settings as a backup or transfer package.

Import settings

Load a previously exported configuration into the current vault.

Reset to defaults

Return the plugin to its default settings state when your configuration needs a clean reset.

Practical advice

Export settings before making bigger structural changes to templates, trade-field setup, or sync behaviour. It is the simplest recovery path if you over-edit the configuration.

Reviews Tab

The Reviews tab controls the repeatable structure behind review notes instead of forcing you to rebuild that structure manually every time.

Default Templates

Trade template

Choose the default template for new trade notes.

DRC template

Choose the default Daily Report Card structure.

Weekly to yearly templates

Set separate defaults for weekly, monthly, quarterly, and yearly reviews.

Open Layout Builder

Jump straight into Layout Builder from the tab when you need to change the underlying template system.

Recurring Structure

Daily recurring goals

Add the goals that should appear automatically in new DRCs.

Weekly recurring goals

Keep weekly priorities consistent by injecting them into each new weekly review.

Pre-trade checklist

Maintain the checklist that appears in your DRC preparation flow.

Weekly checklist

Maintain repeatable preparation tasks that appear in new weekly reviews.

Auto-Create Reviews

Global auto-create

Use the master switch to control review auto-creation behaviour at the top level.

Navigation-based DRC creation

Create a DRC automatically when you navigate to a day without one.

Weekly, monthly, quarterly, yearly creation

Apply the same navigation-based behaviour to longer review periods selectively.

Scalper Defaults

Count mode

Define the default counting mode used by the scalper workflow.

Source mode

Set the default source mode used in the same workflow.

Auto-apply session mistakes

Automatically apply session mistakes to trades when that matches how you review high-frequency trading behaviour.

Use Layout Builder to build the actual templates and see the broader workflow in Review System.

Customisation Tab

The Customisation tab is where Journalit becomes specific to your own trading language.

Option Libraries

Tickers and symbols

Maintain commonly used instruments instead of typing inconsistent symbol names by hand.

Account types

Create account labels that reflect real stages like demo, evaluation, funded, or personal live.

Setups, mistakes, and tags

Keep your analysis vocabulary consistent across trade forms, filtering, and review.

Events

Track recurring market-context events, assign event colours, and save default notes for events you annotate repeatedly.

Symbol Mappings

Imported to base symbol mapping

Map alternate imported names back to a canonical symbol so trade data stays consistent.

Broker-format cleanup

Useful when broker exports and your preferred naming scheme do not match.

Custom Fields

The current custom-field editor is much more capable than a simple text-field adder.

Field types

Create text, number, dropdown, multiselect, date, datetime, and time fields.

Validation rules

Set required fields, text length limits, and numeric min or max constraints where appropriate.

Field ordering

Move custom fields up or down to control the order shown in settings and in the trade form Advanced tab.

Trade Log currency display

Format number fields as currency in Trade Log columns when a custom metric represents money.

Dropdown and multiselect options

Manage allowed option values directly in settings instead of relying on free-form note edits.

Frontmatter key preview

See the generated field key and catch reserved-key conflicts before saving the field.

Cross-app usage

Custom fields can flow into Trade Log columns and into filtering across Trade Log, Dashboard, and Review notes where supported.

Review fields are managed separately from trade fields. Use them when you want structured planning context such as bias, focus, intent, or mistakes to avoid in DRCs and higher-timeframe review notes without adding those fields to every trade note.

Trade Sync Tab

Trade Sync is the gated workflow surface for account status, sync diagnostics, setup actions, and account management.

Access Gating

Sign-in required

If you are not authenticated, the tab shows a clear sign-in gate instead of pretending the controls are usable.

Plan gate

Trade Sync is also gated by your subscription tier and can show upgrade and refresh-tier actions.

Status Dashboard

Connection status

See whether the backend connection is healthy.

Quick actions

Refresh the connection, force a sync, or jump into account management from the status area.

Sync counters

Review last sync time, total sync count, and linked-account totals at a glance.

Error support

When sync-related problems happen, the tab can show error summaries plus copy-report and Discord support actions.

Setup Section

Register the vault

Use the vault registration action so Journalit's backend knows where synced data should be delivered.

Create FTP credentials

When the backend connection is ready, create MetaTrader FTP credentials.

Use the credential panel

After credentials exist, the tab shows the server, login, password controls, copy actions, password visibility toggle, and reset-password workflow.

Sync Section

Auto-sync

Enable or disable hourly sync checks from the settings UI.

Last sync result

See whether the most recent sync brought in new trades or simply found nothing new.

Sync status

Review the recorded last-sync timestamp and total sync count.

Accounts Section

Refresh linked accounts

Reload the MetaTrader account list from the backend.

Linked account details

See account ID, broker name, first-seen time, last-seen time, and display name.

Account relinking

Use the linking manager to relink accounts when backend detection or naming needs correction.

Unlink MetaTrader accounts

Remove a linked MT account when that account should no longer feed this vault.

For the full MetaTrader workflow and backend pipeline, see Trade Sync.

Accounts Tab

The Accounts tab is about your Journalit identity and access state, not just a single sign-in button.

Identity card

See the current account email or guest state, plus an online or offline indicator.

Tier badge

When signed in, the tab shows the active plan tier such as Free, Pro, or Enterprise.

Sign in or sign out

Use the device-flow sign-in or cleanly sign out from the current account.

Manage subscription

Jump to the web dashboard to manage subscription details when needed.

Feature Visibility

Free plan visibility

Shows which features are available on the Free plan and which ones are locked behind a higher tier.

Pro and Enterprise visibility

Shows premium capabilities such as CSV import, AI mapping, and MetaTrader sync, with enterprise-specific support visibility where relevant.

For the full sign-in and account-linking behaviour, see Authentication.

Best Practices

Set the foundations first

Configure currency, journal folder, date or time format, and trade defaults before building a large archive.

Keep your taxonomy tight

Do not create overlapping setups, tags, or mistakes unless they support a real analysis distinction.

Treat Trade Sync as an operations surface

Use the status cards, error reports, and account-linking tools instead of assuming sync problems are solved by toggling one switch.

Back up settings before major changes

Export settings before restructuring templates, custom fields, or sync-related configuration.

Bottom line

Settings defines your defaults, review automation, custom schema, backend sync workflow, and account access in one place.