Toshl Finance Blog

Keyboard Shortcuts (Web App)

When using Toshl Web App to record the latest expenses and monitor your personal finance, it is now possible to navigate through the functions quickly just by using your keyboard.

 

Keyboard shortcuts:

  • Keyboard shortcuts list  –  ?

General

  • Create a new expense  –  e
  • Create a new income  –  i
  • Create a new transfer  –  t
  • Move between fields  –  tab
  • Save  –  cmd / ctrl + s
  • Cancel action/close  –  esc

Time span

  • Move to my current financial month  –  m
  • Move to next month  –  n
  • Back to previous month  –  b
  • All time  –  
  • Display calendar year  –  2018, 2019, …

Notifications

  • Dismiss top notification  –  d t
  • Dismiss all notifications  –  d a

Navigation

  • Main screen  –  g m
  • Expense  –  g e
  • Incomes  –  g i
  • Planning  –  g p
  • Budgets  –  g b
  • Locations  –  g l

 

Check the list of shortcuts in the Web App at any time by selecting the link in the bottom left corner, or by pressing ? on your keyboard (combination of keys for this will depend on the keyboard settings on your computer).

 

 

Example: saving an expense using keyboard shortcuts

 

To create a new expense, press the e key. After opening the form, first enter the amount as usual. To move to the next field for the selection of a category, use the Tab key. To enter the desired category, begin typing its name and the list of suggestions will be brought up automatically. Navigate down the list with the arrow keys and confirm your selection by pressing enter.

Input the tags in the same way. You can of course add more than one, and confirm them by pressing enter. Move to the next field with the tab key again.

Don’t forget that it is possible to cancel any action, or close the form completely, by pressing the Esc key at any time. If you currently have the focus in any field, Esc will first move the focus out of the field. Second press of Esc will close the add entry form completely and discard the entered data.

When selecting the date of your expense, it is possible to simply input the day, month and year by typing in the numbers. Move left and right through the form with the arrow keys, and confirm your input by pressing enter.

Your expense is now ready to be saved, since all the required information – the amount, category and date – are set. Pressing the tab key again will move the selection onto the Save button, or you can simply use the shortcut Cmd / Ctrl + s.

To reveal the options to save additional information with your expense, press tab again and confirm the highlighted “Show more” option .

For the location details, browse through the list of suggestions or enter the details manually. Use this trick with a comma to simplify the search.

When you’re done, continue down the list, and confirm the expense input with the Save button or the Cmd / Ctrl + s shortcut.

 

Try using the rest of the shortcuts on your own, such as quickly navigating through the sections in the main menu, time spans, or switching through next or previous months with n and b. 

Where multiple keys are written with just space in between, for example g m, they can be pressed in rapid succession to activate. You don’t need to hold them simultaneously.

Where multiple keys are written with a + in between, for example Cmd / Ctrl + S, they need to be pressed simultaneously to work. Cmd means Command and is used on Macs, while the same shortcut is used with Ctrl (Control) on Windows.

 

Forms for incomes and transfer work the same way, and the option to set repeats, reminders and photos with expenses and incomes becomes available with Toshl Pro or Toshl Medici subscriptions.

 

When going through forms, Toshl monster is a true ninja – fast, efficient, deadly, and dressed all in black. It’s the new orange.

 

Posted in Announcements, Tutorials, Web App Tutorials