Keyboard Shortcuts
SEE Finance has many keyboard shortcuts to make work flow quick and easy.
Note: The full list of keyboard shortcuts is available in a separate reference window accessed by selecting "SEE Finance Keyboard Shortcuts" from the Help menu.
General
- Create New Based On Selection: ⌘ N
- Delete Selection: ⌘ Delete or ⌘ D
- Print: ⌘ P
- Find (Select Search Bar in Accounts): ⌘ F
- Toggle Check Box On/Off in Tables: Space Bar
Transactions
- New Transaction: ⌘ Shift N
- Delete Selected Transaction(s): ⌘ Shift D
- Split Selected Transaction: ⌘ Shift L
- Unlock/Lock Selected Transaction for Editing: ⌘ Shift E
- Duplicate Selected Transaction: ⌘ Shift U
- Mark Selected Transaction(s) as Reconciled: ⌘ Shift R
- Create Transfer Transaction: ⌘ Shift X
- Create Corresponding Transfer Transaction: ⌘ Shift Y
- Run Filters On Selected Transaction(s): ⌘ Shift F
- Select Previous Transaction: ⌘ Up
- Select Next Transaction: ⌘ Down
- Select Investment Transaction General Info: ⌘ [
- Select Investment Transaction Security Info: ⌘ ]
- Show Date Pop-Up Window While the Date Selector is Selected: C or D
- Select Next Check Number: + or =
- Select Previous Check Number: -
- Clear Transaction's Green Recently Imported Icon: ⌘ Option i with Transaction Selected
- Show Pop-Up Calculator While an Amount Field is Selected: =
- - Also See Date Keyboard Shortcuts Below
- - Also See Pop-Up Calculator Shortcuts Below
- - Note the Transaction Editing Tab Order is Customizable in the Transactions Menu
Accounts
- New Account: Control Option N
- Edit Account: Control Option E
- Delete Account: Control Option D
- Download Transactions: Control Shift D
- Import Transactions: Option Shift I
- Export Transactions: Option Shift X
- New Statement: Option Shift N
- Delete Statement: Option Shift S
- Download Statement: Control Shift S
- Show Exchange Rates: Control Shift E
- Update Investment Quotes: Control Shift Q
- Launch Calculator: ⌘ Shift C
- Account List Options:
- Clear All Green Recently Imported Transaction Icons for Account: ⌘ Option i
- Show Account Reconciled Balances: Option r
- Show Account Unreconciled Balances: Option u
- Show Account Last Known Online Available Balances: Option a
- Show Account Last Known Online Ledger Balances: Option o
- Show CC Account Available Credit: Option c
- Switch Between Including Early Posted Transactions in Balances: Option b
- Switch Between Investment Account Cash or Total Balances: Option i
Views
- Focus on Main Table: ⌘ 1
- Select Transactions List View Table: ⌘ 1
- Select Transactions Icon View Table: ⌘ 2
- Show/Hide Transactions Edit View: ⌘ 4
- Select Graph View: ⌘ 5
- Select Account Overview View While in an Account: ⌘ Shift O
- Select Account Transactions View While in an Account: ⌘ Shift T
- Select Account Statements View While in an Account: ⌘ Shift A
- Select Account Online View While in an Account: ⌘ Shift W
- Select Previous Main or Selected Table Item: ⌘ Up Arrow
- Select Next Main or Selected Table Item: ⌘ Down Arrow
- Expand All Expandable Table Items: ⌘ Right Arrow
- Collapse All Expandable Table Items: ⌘ Left Arrow
- Show/Hide Info View in Account Overview Views and Investment Position Listings: ⌘ 4
- Raise Report Results View: ⌘ 3
- Lower Report Setup Details View: ⌘ 4
- Show Report Table View: ⌘ 1
- Show Report PDF View: ⌘ 2
- Show Report Graph View: ⌘ 5
- Switch to Category Report Income Results: ⌘ Shift I
- Switch to Category Report Expense Results: ⌘ Shift E
- Toggle Check Boxes On/Off: Space Bar
- Show Date Pop-Up Window While Date Selector is Selected: C or D
- - Also See Date Keyboard Shortcuts Below
Dates
- Changing Dates While a Date Selector is Selected:
- Current Date: T
- Add a Day: + or =
- Subtract a Day: -
- First Day of the Week: W
- Last Day of the Week: K
- First Day of the Month: M
- Last Day of the Month: H
- First Day of the Year: Y
- Last Day of the Year: R
- Previous Month: [
- Next Month: ]
- Previous Year: {
- Next Year: }
- Noon of Day: N
- Beginning of the Day: B
- End of the Day: E
- Add an Hour: A
- Subtract an Hour: S
- Date Pop-Up Window:
- Show Date Pop-Up Window While Date Selector is Selected: C or D
- Close Date Pop-Up Window: Escape, ⌘ W, or Return
Pop-Up Calculators in Amount Fields
- Activate Pop-Up Calculator: =
- Cancel Pop-Up Calculator: Escape or ⌘ W
- Accept Pop-Up Calculator Value: Return or =
- Clear Single Entered Value: C
- Clear All Entered Values: C Twice
- Enter Current Selection Overall Amount: A
- Addition: +
- Subtraction: -
- Multiplication: X or *
- Division: /