Where Money Docs

Reference

Keyboard

The three screens where you work through rows one at a time are built to be driven without the mouse: import review, Transactions, and the net-worth records.

Import review#

The densest screen in the app, and the one worth learning.

KeyAction
↑ ↓ — or k jMove between rows
1–9Pick that category in the dock
⏎Commit — assign the scope, and write the rule if always match is ticked
⇧⏎Commit without writing the rule
⌥NCreate a category from what you have typed
spaceSelect the focused row
⇧ ↑ ↓Extend the selection
xSkip the focused row, or restore it
eJump to the next parse error
/Focus the row filter
⌘⏎Commit the import
escClear the category search, then the selection, then the row filter

Picking and committing are two keys because they are two decisions: 1 says Groceries, and ⏎ says and to all fourteen rows this keyword reaches. The button between them spells the whole sentence out before you press it, and the rows it names are highlighted in the table while you read it.

A number key never carries over: move to another row and the button goes back to Pick a category, because one row's Groceries left standing over the next row is one ⏎ away from filing a taxi under it. The scope and the always match tick do carry over — they are how you are working, not what this row is.

1–9 are pinned to the category, not to a position: searching narrows what you can see without renumbering anything, and neither does the grid re-sort as you work. A number means the same category all session.

Empty-handed, ⏎ takes you to the category search rather than doing nothing.

Focus follows your work: after a commit it moves to the next row that still needs a category, keeping the scope and the tick — so a file of a hundred rows is a handful of presses.

On the past-import editor x is not needed for skipping, so it puts the keyword on the never-match list instead — undoably, from the dock's own receipt. It is ignored while a checkbox has focus, which is the one place it would fire by accident.

Transactions#

The same dock as import review, so the same keys — with x on never-match, as on the past-import editor, because there is no row to skip here.

KeyAction
↑ ↓ — or k jMove between rows
1–9Pick that category in the dock
⏎Commit — assign the scope, and write the rule if always match is ticked
⇧⏎Commit without writing the rule
⌥NCreate a category from what you have typed
spaceSelect the focused row
xPut the keyword on the never-match list
/Focus the search box
escClear the category search, then the selection, then the search box

What a commit covers is counted over the whole ledger, not over the page you can see — a keyword that reaches rows outside your filters says so on the button. Transactions explains why.

esc also closes the filter panel, and closes it first while it is open.

With the dock folded away the four keys that assign — 1–9, ⏎, ⇧⏎ and x — do nothing rather than writing against a keyword you cannot see. ⌥N unfolds it instead of being ignored, since asking for a new category is asking for the dock.

Overview#

KeyAction
← →Previous / next month — or year, in Year scope

The arrows are bound on the page rather than on the ribbon, so they work without clicking anything first. They are ignored while a text field, a select or an editable area has focus, so they never steal the caret.

Records#

KeyAction
⏎Move down the same column — you read ten balances, then type what you added
TabAcross the row: Balance, Added, Withdrawn
escPut the field back to its last saved value
⌘⏎Save the whole day

Deliberately no plain ⏎ to save: it would fire on the first cell of a half-typed record.

What is deliberately not bound#

There are no ⌘1…⌘9 shortcuts for the tabs. In a browser those already switch browser tabs, and an app running inside a browser does not get to take them away from it. Everything else that does not collide stays.

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