Keyboard shortcuts
Command portal
Press Cmd (⌘) + K to open the command portal. From here you can search or type a command, navigate to any page, or trigger quick actions like adding an account, entity, transaction, task, or journal entry.
Global shortcuts
- Option (⌥) + H — Show all keyboard shortcuts
- Cmd (⌘) + K — Open command modal
- Cmd (⌘) + B — Open / close left nav
- O then W — Open client workspace switcher
Transactions tab shortcuts
{% hint style="info" %}
The blue line to the left of a transaction row indicates the current selection.
{% endhint %}
| Enter or x |
Select a transaction |
| Esc |
Remove bulk select or exit current selection |
| ⌘ + → / ← |
Control pagination |
| ↑ / ↓ |
Move up or down through transactions |
| Shift + ↑ / ↓ |
Select multiple transactions in bulk |
| → / ← |
Open or close details panel |
| c |
Change category of selected transaction(s) |
| v |
Change counterparty of selected transaction(s) |
| g |
Change general ledger of selected transaction(s) |
| e |
Change entity of selected transaction(s) |
| m |
Add or edit a memo of selected transaction(s) |
| l |
Change class of selected transaction(s) |
| t |
Create task with selected transaction(s) linked |
Journal entry editor shortcuts
| ⌘ + z |
Undo last change |
| ⌘ + c |
Copy selected cell or row |
| ⌘ + v |
Paste into cell or row |
| Tab |
Move to next cell horizontally |
| Drag fill handle |
Drag to fill any field |
| = (in Amount cell) |
Start an in-cell calculation (e.g., =1500-250) |
Navigation shortcuts
| G then A |
Navigate to Accounts |
| G then T |
Navigate to Transactions |
| G then C |
Navigate to Categories |
| G then V |
Navigate to Counterparties |
| G then B |
Navigate to Bill Pay |
| G then M |
Navigate to Accounting |
| G then J |
Navigate to Reconciliation |
| G then L |
Navigate to Balance Sheet |
| G then N |
Navigate to Trial Balance |
| G then Q |
Navigate to Tasks |
| G then W |
Navigate to Insights |
| G then R |
Navigate to Rules |
| G then F |
Navigate to Classes |
| G then I |
Navigate to Invoicing |
| G then D |
Navigate to Documents |
| G then H |
Navigate to Chart of Accounts |
| G then K |
Navigate to Profit & Loss |
| G then G |
Navigate to General Ledger |