Keyboard Navigation

Below are some handy keyboard shortcuts for navigating in MoneyWell. This first group quickly alters the view of the main window:

  • ⌘1 - ⌘5 - Quickly switch between the five main views: Cash Flow, Spending Plan, Reconcile, Portfolio, and Reports.
  • ⌘I - Toggle the Info panel view.
  • Return - Open the Info panel and edit the selected transaction or event.
  • Esc - Close the Info panel and set focus to the selected transaction or event.
  • ⌘G - Toggle the Graph panel view.

Source List (Source List must be active/selected):

  • ⌥⌘0 - Expand the Source list to show all items.
  • ⌥⌘1 - Expand the Accounts section of the Source list.
  • ⌥⌘2 - Expand the Buckets section of the Source list.
  • ⌥⌘3 - Expand the Securities section of the Source list.

Filtering content:

  • ⌘E - Filter the content list to the payee of the selected transaction or event.
  • ⌘F - Set focus on the Filter bar text search field.

Change transaction status of the current selection:

  • ⇧⌘V - Set the status to voided.
  • ⇧⌘R - Set the status to reconciled.
  • ⇧⌘C - Set the status to cleared.
  • ⇧⌘O - Set the status to open.
  • ⇧⌘F - Set the status to pending.

Add or remove items:

  • ⌘N - New transaction or event.
  • ⇧⌘N - New bucket.
  • ^⌘N - New account.
  • ⌘\ - Open split transaction panel.
  • ⌘Delete - Delete the selected transaction or event.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us