MoneyWiz supports numerous keyboard shortcuts that allow you to perform certain actions faster using just the keyboard. If you are on an iPad you can hold ⌘ cmd for a second to see list of available shortcuts in a given context (so the list is different, depending whether you are in Accounts or Budgets section). macOS does not feature such shortcuts showcase so we are listing all available shortcuts in this article but they are the same for both iPads and Macs.

How to read those shortcuts

Keyboard shortcuts require you to hold at least two different keys on your keyboard simultaneously in order to take effect. Those different keys that you need to press are usually separated using +, for example ⌘ cmd + ⇥ Tab asks you to press and hold ⌘ cmd key on your keyboard and then press ⇥ Tab (then release all keys). This particular system-wide (not related to MoneyWiz) shortcut is used to switch between different active windows.

Some shortcuts might require you to press more than two keys, for example ⇧ Shift + ⌘ cmd + A (MoneyWiz-specific shortcut to switch to Accounts section). In this case, you need to press and hold ⇧ Shift key, then press and hold ⌘ cmd (while still holding ⇧ Shift) and then also press A (then release all keys).

Learn more about Mac keys in this Apple document.

Practicing and remembering keyboard shortcuts can take some time but once you get a hold of it, you'll be able to whiz through different sections of MoneyWiz, amazing people nearby with how much time as well as money you're saving!

General navigation

  • ⇧ Shift + ⌘ cmd + A to switch to Accounts section.
  • ⇧ Shift + ⌘ cmd + B to switch to Budgets section.
  • ⇧ Shift + ⌘ cmd + S to switch to Scheduled transactions section.
  • ⇧ Shift + ⌘ cmd + R to switch to Reports section.
  • ⌘ cmd + > to open Settings.
  • ⎋ esc (escape) to close a window.

Shortcuts available in Accounts section

  • ⌘ cmd + E to start creating new expense.
  • ⌘ cmd + I to start creating new income.
  • ⌘ cmd + T to start creating new transfer.
  • ⌘ cmd + Z to start creating an exchange transaction (only in forex account).
  • ⇧ Shift + ⌃ ctrl (control) + A to create new account.
  • ⇧ Shift + ⌃ ctrl (control) + G to create new account group.
  • ↑ Up arrow to switch to a transaction located higher on the list.
  • ↓ Down arrow to switch to a transaction located lower on the list.
  • ⏎ Enter/Return to open selected transaction for editing.
  • ⌘ cmd + F to start searching transactions.
  • ⌘ cmd + R to refresh an account (available only in investment/forex or Online Banking accounts).
  • ⇧ Shift + ⌘ cmd + ↑ Up arrow to switch to an account located higher on the list.
  • ⇧ Shift + ⌘ cmd + ↓ Down arrow to switch to an account located lower on the list.

Shortcuts available in Budgets section

  • ⌘ cmd + E to start creating new expense.
  • ⌘ cmd + I to start creating new income.
  • ⌘ cmd + T to start creating new transfer.
  • ⇧ Shift + ⌃ ctrl (control) + B to create new budget.
  • ⇧ Shift + ⌃ ctrl (control) + G to create new budget group.
  • ↑ Up arrow to switch to a transaction located higher on the list.
  • ↓ Down arrow to switch to a transaction located lower on the list.
  • ← Left arrow to switch to previous budget period.
  • → Right arrow to switch to next budget period.
  • ⏎ Enter/Return to open selected transaction for editing.
  • ⌘ cmd + F to start searching transactions.
  • ⇧ Shift + ⌘ cmd + ↑ Up arrow to switch to a budget located higher on the list.
  • ⇧ Shift + ⌘ cmd + ↓ Down arrow to switch to a budget located lower on the list.

Shortcuts available in Scheduled transactions section

  • ⌘ cmd + E to start creating new scheduled expense.
  • ⌘ cmd + I to start creating new scheduled income.
  • ⌘ cmd + T to start creating new scheduled transfer.
  • ↑ Up arrow to scroll the view up.
  • ↓ Down arrow to scroll the view down.
  • ⌘ cmd + F to start searching transactions.

Shortcuts available while creating transactions

  • ⇥ Tab to switch to next empty field.
  • ↑ Up arrow to move to next list item (for example, when list of categories or payees is visible).
  • ↓ Down arrow to move to previous list item (for example, when list of categories or payees is visible).
  • Space bar to expand or collapse selected category (to reveal or hide sub-categories).
  • ⏎ Enter/Return to use the selected list item (category, description or payee).
  • ⌘ cmd + S to save the transaction.
Did this answer your question?