Get Started with the Basics
QuickStart Video
Getting Started Guide
DailyBalance “Method”
System Requirements
Learn about Advanced Features
Triggers for Recurring Tasks
Tags and Filter View
Daily, Weekly & Monthly Reviews
Use Sections to Plan your day
Knowledge Base
How to install and uninstall on macOS
How to install and uninstall on Windows
How to install and uninstall on iPhone/iPad
How to install on Android/Chrome OS
How do I add a recurring task?
How do I see tasks due today, past due, etc?
Are there keyboard shortcuts on Windows and macOS?
What is the difference between Delete and Remove?
What’s the difference between a task and a sub-task?
How do I group tasks in a folder or project?
How do I move tasks to a different folder or move sub-tasks?
How do I get rid of completed tasks?
How do I use the Incoming, This Week, Upcoming, and Someday folders?
How do I remove tasks from the Day Planner?
What happens when I clear the Day Planner?
How do I edit, add, delete, and reorder Sections in the Day Planner?
These Sections don’t work for my day. How do I try a new time management approach?
How to use Planner Templates and the Planner Template Chooser?
How do Triggers work?
Do I use my calendar or DailyBalance?
What is a “One-time” Trigger?
How do you “snooze” a Task until later?
How do I use Tags?
What’s the Filter View?
How does DailyBalance keep my data safe?
Why is DailyBalance a subscription?
How do I change my DailyBalance subscription to monthly, yearly or lifetime?
What to do if you suspect unauthorized access to my DailyBalance account or data
I didn’t get an email to verify my account email.
How do I set a reminder on a Task?
How do I set a reminder on a Section?
Why can’t I see the “Add Reminder” option for a task?
Why didn’t my reminder go off on my iPhone or iPad?
Why didn’t my reminder go off on my Mac or PC?
Can’t find your issue? Submit a support request here.
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