Tips & Tricks

Undo/Redo

If you ever make a mistake, pressing

Cmd

Z

will undo, and pressing

Cmd

Shift

Z

will redo. Using the desktop app, this is an undo system that you can always rely on; any change can be undone and the UI will walk back in time. If you're using the web app, this is only good for the current session of the website. If you refresh, or close the browser tab, undo history is lost.

Keyboard Shortcuts

Firstly, a few global shortcuts for the Electron App that is still in development. Please be aware that these global shortcuts do not work in the web app:

• Cmd

  1
  will show the budget
• Cmd

  2
  will show reports
• Cmd

  3
  will show all accounts

BUT here is one that WILL work in the web app as well:

• Cmd

  O
  (O not zero) this will close the file and list other available files to open

Budget

• Enter
  while editing a budget amount will move to the next category.
• Shift

  Enter
  will move to the previous category.

Transaction Editing

• When editing,
  Enter
  and
  Shift

  Enter
  will move down and up. If a dropdown is open and you've typed a new value, this will instead save the value and close the dropdown.
• When editing,
  Tab
  and
  Shift

  Tab
  will move left and right
• When adding a new transaction,
  Cmd

  Enter
  will add it regardless of where you are editing. Pressing
  Enter
  in either the Payment or Deposit columns will add it as well.

Transaction Management

• F
  Show only selected transactions.
• D
  Delete selected transactions.
• A
  Set account for selected transactions.
• P
  set payee for selected transactions.
• N
  Set notes for selected transactions.
• C
  Set category for selected transactions.
• L
  Toggle cleared for current transaction.

The following require a transaction to have been selected first:

• J
  /
  ↓
  Move to the next transaction down.
• K
  /
  ↑
  Move to the next transaction up.
• Space
  Toggle selection of current transaction.
• Shift

  Space
  Add all transactions between current transaction and most recently selected transaction.

View Multiple Months at Once

In the top left of the budget, you will see this control:

This sets the maximum amount of months to render at once, and defaults to 1. If you want to view multiple months on the same page, click the boxes to increase the number.

note

This only controls the maximum number of months. If the app is too small to render all of them it will only render the months that fit on the screen.

Show Running Balance

A "running balance" is the balance of the account after every transaction over time. This is very useful for reconciling accounts with banks because you can see the balance at a specific date and use it to compare it with your bank. Note that the "Show running balance" option and column is only available when the list of transactions is sorted by date in descending order.

To enable this:

1. Click on an account
2. Click on the 3 dots to show the actions menu
3. Select "Show running balance"

A new column should appear which shows the balance of the account after each transaction: