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Getting Started

Keyboard shortcuts

Quick reference for keyboard shortcuts available in Financica.

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Financica provides keyboard shortcuts to help you navigate faster and work more efficiently. On a Mac, use Cmd where a shortcut says Ctrl.

Global shortcuts

These shortcuts work from anywhere in the application.

ShortcutAction
Cmd+K / Ctrl+KOpen the command palette for search and quick navigation.
Cmd+J / Ctrl+JToggle the AI assistant panel (on plans that include the assistant).
Cmd+B / Ctrl+BCollapse or expand the sidebar.

Command palette

The command palette (Cmd+K / Ctrl+K) lets you:

  • Search across transactions, invoices, accounts, customers, and suppliers.
  • Navigate to key areas like Dashboard, Transactions, Expenses, Revenue, Documentation, and Settings.
  • Jump to records by typing a name, reference, or description.

Start typing to filter results. Press Enter to select a result, or Escape to close the palette.

AI assistant

When the AI assistant panel is open:

ShortcutAction
EnterSend your message.
Shift+EnterAdd a new line without sending.

Transaction details

When you open a transaction from the transactions list, its header shows where you are in the list (for example 3 of 12) with an up and a down arrow to move to the previous or next transaction. The same keys work without touching the mouse:

ShortcutAction
jOpen the next transaction in the list.
kOpen the previous transaction in the list.

The keys are ignored while you are typing in a field. Closing the transaction takes you back to the list, not through every transaction you stepped past. The arrows and keys are only available when you opened the transaction from the list; a transaction opened directly from a link has no list to step through.

Saving with the keyboard

Cmd+S / Ctrl+S saves the form you are working in, the same as clicking its Save button, wherever one of these is open:

  • The accounts and splits of a transaction, on its Details tab. The shortcut only saves when something changed and the amounts add up; Escape discards your unsaved changes there, and Arrow up / Arrow down move between split rows.
  • A customer or supplier form, whether you are creating one or editing it.
  • An invoice or expense you are creating or editing.

To post a comment on a transaction or invoice, press Cmd+Enter / Ctrl+Enter while writing it.

List selection

In any list with checkboxes (transactions, invoice line items):

ShortcutAction
Click a checkboxSelect or deselect a single item.
Shift+Click a checkboxSelect or deselect all items between the last clicked item and the current one.

This works the same way as selecting emails in a mail client -- hold Shift to select a range.