Keyboard shortcuts

There's all kinds of keyboard shortcuts available to help improve your workflow. Learn more about the available keyboard shortcuts below.

Keyboard Shortcut

General:

  • Create: Command-N
  • Begin/End Editing: Command-E
  • Save: Return or Command-E
  • Cancel: Escape (Esc)
  • Delete: Command-Delete
  • Print: Command-P
  • Select Search Field: Command-F
  • Toggle Checkboxes On/Off: Spacebar
  • Preferences: Command-Comma (,)
Banking

Accounts:

  • Reconcile Account: Shift-Command-R
  • Download All Accounts: Shift-Command-U
  • Download Security Prices: Control-Command-U
  • Download Everything*: Command-U

    *Accounts, security prices, and exchange rates as needed.

  • Import Transactions: Option-Command-I
  • Show Exchange Rates: Shift-Command-X
  • Show/Hide Balances Popover: Command-B
  • Next View*: Shift-Command-Right Bracket (]) or Shift-Command-Right Arrow
  • Previous View*: Shift-Command-Left Bracket ([) or Shift-Command-Left Arrow

    *For switching between views within a section such as switching between the Transactions view and the Overview view within an account.

Transactions

Transactions:

  • New Transaction: Command-N
  • Edit Transaction: Command-E
  • Split Transaction: Command-L
  • Show/Hide Splits (List View): Shift-Command-L
  • Show/Hide Attachments (List View): Shift-Command-I
  • Show Calendar Popover (Calendar view): Command-E, Return, or Spacebar
  • Save Transaction: Return or Command-E
  • Cancel Changes: Escape (Esc)
  • Duplicate Transaction: Command-D
  • Merge Transactions: Command-Y
  • Delete Transaction: Command-Delete
  • Batch Edit: Option-Command-E
  • Mark as Cleared: Command-K
  • Mark as Reconciled: Command-R
  • Create Transfer Transaction: Control-Command-X
  • Go to Corresponding Transfer: Option-Command-X
  • Show Pop-Up Calendar for Date: C or D
  • Enter Next Check #: + or =
  • Enter Previous Check #: -
Investment

Investments:

  • Download Security Prices: Control-Command-U
  • Create Security: Command-N
  • Delete Security: Command-Delete
  • Edit Price: Command-E
  • Save Price: Return or Command-E
  • Cancel Changes: Escape (Esc)
  • Show Security Info: Command-I
  • Show Historical Prices: Shift-Command-I
  • Show/Hide Graph: Command-5
  • Next View*: Shift-Command-Right Bracket (]) or Shift-Command-Right Arrow
  • Previous View*: Shift-Command-Left Bracket ([) or Shift-Command-Left Arrow

    *For switching between views within a section such as switching between the Securities view and the Holdings view within the Portfolio section.

Reports

Reports & Budgets:

  • Create Report/Budget: Command-N
  • Show Settings: Command-I
  • Show Report/Budget: Return or Spacebar
  • Go Back to Reports/Budgets*: Shift-Command-Left Bracket ([]) or Escape (Esc)
  • Duplicate Report/Budget: Command-D
  • Delete Report/Budget: Command-Delete
Lists

Lists:

  • New Item: Command-N
  • Edit Item: Command-E
  • Add Child to Item (Subcategory/Subtag): Command-L
  • Save Item: Return or Command-E
  • Cancel Changes: Escape (Esc)
  • Go to Payees List: Shift-Command-E
  • Go to Transaction Types List: Shift-Command-Y
  • Go to Categories List: Shift-Command-C
  • Go to Tags List: Shift-Command-T
  • Go to Flags List: Shift-Command-F
  • Go to Securities List: Shift-Command-V
  • Show Exchange Rates: Shift-Command-X
  • Next List*: Shift-Command-Right Bracket (]) or Shift-Command-Right Arrow
  • Previous List*: Shift-Command-Left Bracket ([) or Shift-Command-Left Arrow

    *For switching between views within a section such as switching between the Categories list and the Tags list within the Lists section.

Views

Views:

  • Select Sidebar: Command-1
  • Hide Sidebar: Command-0
  • Show/Hide Activity: Option-Command-0
  • Select List View: Command-2
  • Select Icon View: Command-3
  • Select PDF View: Command-3
  • Select Calendar View: Command-4
  • Show/Hide Graph: Command-5
  • Go to Today: Command-T
  • Next: Command-Right Arrow
  • Previous: Command-Left Arrow
  • Up: Command-Up Arrow
  • Down: Command-Down Arrow
  • Select Search Field: Command-F
  • Next View*: Shift-Command-Right Bracket (]) or Shift-Command-Right Arrow
  • Previous View*: Shift-Command-Left Bracket ([) or Shift-Command-Left Arrow

    *For switching between views within a section such as switching between the Transactions view and the Overview view within an account.

Table

Table Views:

  • Scroll to First Row: Fn-Left Arrow
  • Scroll to Last Row: Fn-Right Arrow
  • Scroll One Page Up: Fn-Up Arrow
  • Scroll One Page Down: Fn-Down Arrow
  • Select All: Command-A
  • Deselect All: Shift-Command-A
  • Select First Row: Option-Up Arrow
  • Select Last Row: Option-Down Arrow
  • Add a Row to the Selected Rows: Command-Click on the Row
  • Remove a Row from the Selected Rows: Command-Click on the Row
  • Expand (or Reduce) Row Selection Upwards: Shift-Up Arrow
  • Expand (or Reduce) Row Selection Downwards: Shift-Down Arrow
  • Select Consecutive Rows: Click on First Row then Shift-Click on Last Row
  • Toggle Checkboxes On/Off: Spacebar
Calendar

Calendar Views:

  • Show Calendar Popover: Command-E, Return, or Spacebar
  • Go to Today: Command-T
  • Next Month: Command-Right Arrow, Command-Down Arrow, or Fn-Down-Arrow
  • Previous Month: Command-Left Arrow, Command-Up Arrow, or Fn-Up-Arrow
  • First Month: Fn-Left Arrow
  • Last Month: Fn-Right Arrow
  • Select All: Command-A
  • Deselect All: Shift-Command-A
  • Select First Item: Option-Up Arrow
  • Select Last Item: Option-Down Arrow
  • Add an Item to the Selected Items: Command-Click on the Item
  • Remove an Item from the Selected Items: Command-Click on the Item
  • Expand (or Reduce) Item Selection Upwards: Shift-Up Arrow
  • Expand (or Reduce) Item Selection Downwards: Shift-Down Arrow
  • Expand (or Reduce) Item Selection Left: Shift-Left Arrow
  • Expand (or Reduce) Item Selection Right: Shift-Right Arrow
  • Select Consecutive Items: Click on First Item then Shift-Click on Last Item
Date

Dates:

  • Show Pop-Up Calendar for Date Field: C or D
  • Close Pop-Up Calendar for Date Field: Escape (Esc)
  • Current Date: T
  • Add a Day: + or =
  • Subtract a Day: -
  • Previous Month: Left Bracket ([)
  • Next Month: Right Bracket (])
  • Previous Year: Left Curly Bracket ({)
  • Next Year: Right Curly Bracket (})
  • 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
Calculator

Pop-up calculators:

  • Show Pop-Up Calculator: = or enter any math operator after typing a number.
  • Cancel Pop-Up Calculator: Escape (Esc).
  • Accept Pop-Up Calculator: = or change selection.
  • Clear Entered Value: Delete
  • Enter Current Amount: A
  • Addition: +
  • Subtraction: -
  • Multiplication: X or *
  • Division: /
Calculator

Quick Calculations:

In the program's Calculations preferences you can assign a calculation to a specific key. For example, to make a quick calculation to add 2.5% sales tax, you can assign the S key to perform the calculation of multiplying by 1.025.