Budget Help

  1. Key Concepts
  2. Getting Started
  3. Work with Accounts
  4. Work with Envelopes
  5. Work with Income
  6. Record Transactions
  7. Work with Transactions
  8. Calendar
  9. Investments
  10. Calculators
  11. Import/Export/Sync
  12. Reports/Statistics
  13. Preferences

Shortcuts

To execute keyboard shortcuts hold down the Command key and press the corresponding letter/function key.

,-Preferences
N-New budget document
O-Open budget document
W-Close front window
S-Save budget document
Shift+S-Save budget document as new file
Shift+P-Page setup
P-Print focused view
Z-Undo
Shift+Z-Redo
X-Cut text
C-Copy text
V-Paste text
A-Select all
I-Show Info for selected item
F-Find transaction
;-Check spelling
B-Balance
U-Launch account URL
Shift+I-Pay Source Info
G-New group with selected envelopes
L-Envelope history
K-Record a check
E-Record a debit
D-Record a deposit
T-Record a transfer
R-Repeat last transaction
Shift+E-Edit selected transaction
Backspace-Void transaction
Y-Record a pay
M-Minimize front window
?-Help

  • Note 1: When working with more than one account holding the mouse over a group envelope on the main window will show it's envelopes and their balances.
  • Note 2: When working with more than one account holding the mouse over the envelope box in transaction windows will show the envelope's balance in all accounts.

There are also mouse action short cuts. Hold the following keys while clicking the mouse.

Clicks on envelope graphics can access program functions.

Single click -Select
Shift single click -Multiple Select (Total)
Double click -Record check/debit -or-
Open group envelope window -or-
Update Price Per Share (PPS)
Option double click -Record deposit -or-
Open group envelope -or-
Buy shares
Right-click or Control-click -Display context menu with common commands
Command double click -Open envelope history window
Click and drag -Transfer funds

Clicks in a bank account box can access program functions.

Single click -Select
Double click - Display Balance window
Option double click -Record split deposit
Right-click or Control-click -Display context menu with common commands
Command double click -Display History window

Clicks in a History window list can access program functions.

Single click -Select transaction
Double click -Show Transaction Information window

Copyright © 2002-2012 Snowmint Creative Solutions LLC. All rights reserved.