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.
| Shortcut | Action |
|---|---|
| Cmd+K / Ctrl+K | Open the command palette for search and quick navigation. |
| Cmd+J / Ctrl+J | Toggle the AI assistant panel (on plans that include the assistant). |
| Cmd+B / Ctrl+B | Collapse 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:
| Shortcut | Action |
|---|---|
| Enter | Send your message. |
| Shift+Enter | Add 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:
| Shortcut | Action |
|---|---|
| j | Open the next transaction in the list. |
| k | Open 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):
| Shortcut | Action |
|---|---|
| Click a checkbox | Select or deselect a single item. |
| Shift+Click a checkbox | Select 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.