DailyBalance may seem similar to a calendar app in some respects. But DailyBalance isn’t trying to replace your calendar. You should still use your calendar for “fixed” appointments. Things like meetings that have a start and end time belong on your calendar.

We recommend that you check your calendar when planning your day and week. You might have tasks associated with calendar appointments. For example, you might need to prepare for a meeting or send out meeting notes after.

But… you should not use your calendar to remind you of things that you need to do. That just doesn’t work well. For example, if you want to remember to pay the bills on the first day of each month, you could put that on your calendar. When say March 1st rolls around, you will probably see it on your calendar. But, let’s say that you get extra busy on March 1st or you were traveling and couldn’t pay the bills that day. The problem with calendars is that you never really think to look into the past to see what you missed. Instead, your brain needs to kick in to remind you. That’s not good — it distracts you when you’re trying to get things done.

With DailyBalance, Triggers handle recurring “things to do”. In the example above, you would have had a monthly Trigger set to fire on the 1st day of the month. When March 1st rolls around, DailyBalance would fire the Trigger and create a “Pay the Bills” Task in your Incoming folder. Now, when you get back from your traveling, “Pay the Bills” will be waiting for you. No need to look back over your calendar for what you missed. No need for your brain to remind you — DailyBalance will. Once you actually pay the bills, you can delete the Task or check it off. This process works a lot better than using a calendar for tasks.

To learn more, see: How do Triggers work?