Every account has its own listing in the main account list. Within the Accounts section for an account is a Transactions view and a Overview view. The Transactions view is where you are able to record and edit transactions. For investment accounts there is an additional Holdings view for monitoring the account's investment holdings. Review the screenshots and info below to learn more about the options available in accounts section.
Note:
There's also the Transactions section located towards the top of the main account list that allows access to all transactions from all accounts.
Transactions view
The Transactions view for an account is where all of the account's transactions can be found. View transactions in a table list view or in a calendar view. Adjust the parameters of the transactions shown using the settings popover. Reference additional balance information in the balance info popover.
Table list view
General layout info:
Tip:
When viewing transactions in the table list view, you can control the fields shown for transactions by adjusting the optional columns.
For example, you can add the "Memo" or "Check #" columns in order to view and edit the memos and check numbers for transactions.
Adjust the optional columns for a table by using the program's View → Columns menu or by Control-clicking on an uneditable area of the table.
Editing layout info:
Keyboard shortcuts (List view):
- Create: Command-N
- Begin/End Editing: Command-E
- Add Split: Command-L
- Show/Hide Splits: Shift-Command-L
- Show/Hide Attachments: Shift-Command-I
- Save: Return or Command-E
- Cancel: Escape (Esc)
- Delete: Command-Delete
- 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.
Review the full list of keyboard shortcuts
Calendar view
General layout info:
Editing layout info:
Keyboard shortcuts (Calendar view):
- Create: Command-N
- Begin/End Editing: Command-E
- Show Calendar Popover: Command-E, Return, or Spacebar
- Add Split: Command-L
- Save: Return or Command-E
- Cancel: Escape (Esc)
- Delete: Command-Delete
- 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.
Review the full list of keyboard shortcuts
Balance info popover:
View additional balance information by placing the mouse cursor over the 
button on the right of the account's name and balance at the top or by pressing Command-B.
Transaction settings popover:
Click the 
button above the transactions area to show the settings that control the transactions shown.
Transaction selection info:
When multiple transactions are selected the information shown above the transactions area changes to show the number of transactions selected and a total for the selected transactions.
Overview view
The Overview view for an account is where the account's settings can be viewed and edited.
General layout info:
Editing layout info:
Keyboard shortcuts (Overview view):
- Save: Return
- Cancel: Escape (Esc)
- 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.
Review the full list of keyboard shortcuts
Holdings view
The Holdings view is where investment holdings can be monitored for the account. Information for holdings across all accounts can be monitored in the Portfolio - Holdings section.
General layout info:
Tip:
When viewing securities in the account's Holdings section, you can add or remove various optional columns.
For example, you can add the "As of Date" column in order to view the last time the price was set for the securities.
Adjust the optional columns for a table by using the program's View → Columns menu or by Control-clicking on an uneditable area of the table.
Tip:
Control-click on a graph of historical prices to be shown a menu with options for changing the date range of historical prices and the "Show Adjusted Close Prices" option that controls if adjusted close or close prices are displayed.
Keyboard shortcuts (holdings list):
- Edit Price: Command-E
- Save Price: Return or Command-E
- Cancel Changes: Escape (Esc)
- Show/Hide Balances Popover: Command-B
- 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 Transactions view and the Holdings view within an account.
Review the full list of keyboard shortcuts
Holdings settings popover:
Click the button above the holdings area to show the settings that control the holdings shown.
