Keyboard Shortcuts

SEE Finance has many keyboard shortcuts to make work flow quick and easy.

Note: The full list of keyboard shortcuts is available in a separate reference window accessed by selecting "SEE Finance Keyboard Shortcuts" from the Help menu.

General

Create New Based On Selection: ⌘ N
Delete Selection: ⌘ Delete or ⌘ D
Print: ⌘ P
Find (Select Search Bar in Accounts): ⌘ F
Toggle Check Box On/Off in Tables: Space Bar

Transactions

New Transaction: ⌘ Shift N
Delete Selected Transaction(s): ⌘ Shift D
Split Selected Transaction: ⌘ Shift L
Unlock/Lock Selected Transaction for Editing: ⌘ Shift E
Duplicate Selected Transaction: ⌘ Shift U
Mark Selected Transaction(s) as Reconciled: ⌘ Shift R
Create Transfer Transaction: ⌘ Shift X
Create Corresponding Transfer Transaction: ⌘ Shift Y
Run Filters On Selected Transaction(s): ⌘ Shift F
Select Previous Transaction: ⌘ Up
Select Next Transaction: ⌘ Down
Select Investment Transaction General Info: ⌘ [
Select Investment Transaction Security Info: ⌘ ]
Show Date Pop-Up Window While the Date Selector is Selected: C or D
Select Next Check Number: + or =
Select Previous Check Number: -
Clear Transaction's Green Recently Imported Icon: ⌘ Option i with Transaction Selected
Show Pop-Up Calculator While an Amount Field is Selected: =
- Also See Date Keyboard Shortcuts Below
- Also See Pop-Up Calculator Shortcuts Below
- Note the Transaction Editing Tab Order is Customizable in the Transactions Menu

Accounts

New Account: Control Option N
Edit Account: Control Option E
Delete Account: Control Option D
Download Transactions: Control Shift D
Import Transactions: Option Shift I
Export Transactions: Option Shift X
New Statement: Option Shift N
Delete Statement: Option Shift S
Download Statement: Control Shift S
Show Exchange Rates: Control Shift E
Update Investment Quotes: Control Shift Q
Launch Calculator: ⌘ Shift C
Account List Options:
Clear All Green Recently Imported Transaction Icons for Account: ⌘ Option i
Show Account Reconciled Balances: Option r
Show Account Unreconciled Balances: Option u
Show Account Last Known Online Available Balances: Option a
Show Account Last Known Online Ledger Balances: Option o
Show CC Account Available Credit: Option c
Switch Between Including Early Posted Transactions in Balances: Option b
Switch Between Investment Account Cash or Total Balances: Option i

Views

Focus on Main Table: ⌘ 1
Select Transactions List View Table: ⌘ 1
Select Transactions Icon View Table: ⌘ 2
Show/Hide Transactions Edit View: ⌘ 4
Select Graph View: ⌘ 5
Select Account Overview View While in an Account: ⌘ Shift O
Select Account Transactions View While in an Account: ⌘ Shift T
Select Account Statements View While in an Account: ⌘ Shift A
Select Account Online View While in an Account: ⌘ Shift W
Select Previous Main or Selected Table Item: ⌘ Up Arrow
Select Next Main or Selected Table Item: ⌘ Down Arrow
Expand All Expandable Table Items: ⌘ Right Arrow
Collapse All Expandable Table Items: ⌘ Left Arrow
Show/Hide Info View in Account Overview Views and Investment Position Listings: ⌘ 4
Raise Report Results View: ⌘ 3
Lower Report Setup Details View: ⌘ 4
Show Report Table View: ⌘ 1
Show Report PDF View: ⌘ 2
Show Report Graph View: ⌘ 5
Switch to Category Report Income Results: ⌘ Shift I
Switch to Category Report Expense Results: ⌘ Shift E
Toggle Check Boxes On/Off: Space Bar
Show Date Pop-Up Window While Date Selector is Selected: C or D
- Also See Date Keyboard Shortcuts Below

Dates

Changing Dates While a Date Selector is Selected:
Current Date: T
Add a Day: + or =
Subtract a Day: -
First Day of the Week: W
Last Day of the Week: K
First Day of the Month: M
Last Day of the Month: H
First Day of the Year: Y
Last Day of the Year: R
Previous Month: [
Next Month: ]
Previous Year: {
Next Year: }
Noon of Day: N
Beginning of the Day: B
End of the Day: E
Add an Hour: A
Subtract an Hour: S
Date Pop-Up Window:
Show Date Pop-Up Window While Date Selector is Selected: C or D
Close Date Pop-Up Window: Escape, ⌘ W, or Return

Pop-Up Calculators in Amount Fields

Activate Pop-Up Calculator: =
Cancel Pop-Up Calculator: Escape or ⌘ W
Accept Pop-Up Calculator Value: Return or =
Clear Single Entered Value: C
Clear All Entered Values: C Twice
Enter Current Selection Overall Amount: A
Addition: +
Subtraction: -
Multiplication: X or *
Division: /