User Interface

Use Ctrl (Windows) or Cmd (Mac). Sequential shortcuts are written as Ctrl+I, P or Cmd+I, P; for example, press Ctrl+I or Cmd+I, release, and then press P.

Ctrl+G / Cmd+G: Cmd+G is a collective shortcut that brings together approximately 40 different commands, such as View > All Securities, View > All Transactions, and View > Reports > Statement of Assets. The shortcut opens a command palette displaying all available commands. Starting to type will filter the list, bringing you to the relevant command within the group. For example, typing “FE” will show the commands “Fees” and “Fees Refund.”

  • Ctrl+F / Cmd+F: Jump to the Search box in list views such as All Securities, All Transactions, Trades, Taxonomies, ...
  • Ctrl+K / Cmd+K: Show/hide sidebar (= left region with the View menu items).

  • Ctrl+L / Cmd+L: Show/hide information pane at the bottom of the screen. The information displays additional details of the selected item in the main pane (top).

  • Ctrl+N / Cmd+N: Creates a new taxonomy, watchlist, consumer price index, cryptocurrency, exchange rate, or instrument (see File > New)

  • Ctrl+O / Cmd+O: Displays the File > Open dialog box.
  • Ctrl+S / Cmd+S: Saves the current portfolio under the existing name.
  • Ctrl+Q / Cmd+Q: Closes the PP program, prompting you to save any unsaved changes to files.
  • Ctrl+I, P / Cmd+I, P: Import PDF Bank documents.
  • Ctrl+I, C / Cmd+I, C: Import CSV files (comma-separated values).

  • Ctrl+Shift+S / Cmd+Shift+S: Export selected items (such as an account) from the current portfolio as a CSV file.

  • Ctrl+U, K / Cmd+U, K: Update the historical prices (quotes) of all securities.

  • Ctrl+U, A / Cmd+U, A: Update the historical prices of the active securities.

  • Ctrl+U, T / Cmd+U, T: Update the historical prices of the selected security.

  • Ctrl+E / Cmd+E: Edit the selected entry in tables such as All Securities, All Transactions, or some tables in the detail pane.

  • Ctrl+D / Cmd+D: Duplicate a transaction in a table.
  • Ctrl+F / Cmd+F: Position the text cursor in search box (if available).
  • Cmd+comma (,): Displays the Settings menu. Shortcut only available for Mac. Use the Help > Settings menu in Windows.