Forum Discussion
Hello TinaSoprano ,
You're welcome. Ultimately, you'll have to select the tool that works best for your needs.
I'll end this with something that you may want to consider. Users often clamor for predefined categories of many types. Over the past decade, I've seen thousands of requests for hundreds of different types of categories. There is one password manager that has nearly 100 different categories, and that is entirely ridiculous (a users spends too much time trying to figure out which one to use, and determine the difference between category X and category Y).
So stepping back... a Category offers two things: 1) a template that includes a set of sections and accompanying fields within those sections, and 2) a "name" that acts like a Tag, which seems to make some people feel more at ease (hmm, "Insurance Policy" feels better than "Secure Note").
But predefined categories are almost always too limiting for users of certain regions or with other needs. The Credit Card "type" is a great example, of a fixed, predefined template with only a few choices of card type. It works very poorly outside the US / Canada and a few other regions, and doesn't support Debit cards (in an obvious way). Predefined templates are restrictive - they are like a pair of One-size Fits All socks.
Regarding (1) above - you can create a basic template entry of you own, with the fields that you want, personalized to your needs, and just duplicate that entry when you need a new one. Here's an example of an Insurance Policy created by the converter suite:
Regarding (2) above - they key point is one's ability to quickly find desired information. Some may really like to only use the Categories sidebar, and if "Insurance Policy" or "Vehicle VINs" is not listed in that grouping, there's a bit of a panic. But in almost all cases, there are better ways to find what you're really after at the moment of use, than using the category sidebar (which is really just a flat set of pre-defined tags, many of which might contain a single item).
In the 10 years I've been using 1Password, I've rarely used the Category sidebar , and when I do, its only for converter testing. Instead, search is much faster, and Tags are more powerful.
Anyway, just so food for thought.
Best wishes in whatever you choose.