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.
  • ⌥⌘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.
  • ⌘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.

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.