To make budgeting easier, YNAB has several keyboard shortcuts if you prefer that over your mouse or trackpad.
These shortcuts work on both Windows and Mac.
Attention Mac users! We’ve listed the CTRL key frequently in this article to create a shortcut. Be aware that on a Mac, you would use the CMD key instead.
These keyboard shortcuts work anywhere in the program:
CTRL-A: select text in the active field
CTRL-C: copies selected text
CTRL-T takes you to the AccounT view
CTRL-E now exports the current view
CTRL-X :cuts selected text
CTRL-V: pastes from the clipboard into the selected cell
CTRL-B: goes to the Budget Screen
CTRL-S: saves current budget file
CTRL-R: goes to the Reports Screen
CTRL-Y: goes to the Payee Settings Screen
CTRL-K:approves a transaction
Up/Down or Tab/Shift+Tab: If a budget cell is highlighted, move the highlight up or down to the next budget cell.
In the budget cell or in the inflow and outflow columns on the register, pressing any of the arithmetic keys on a Mac (+,/, *, -), will bring up the calculator and act as if you had just clicked that button. If the cell is empty the minus sign will let you enter a negative number.
On Windows this works best on the number pad but you can use shift++ (to add), shift+* (to multiply), and type - and / directly to subtract or divide on the main keyboard.
More details about the calculator and how it functions can be found here.
These shortcuts bring up the calendar in the register if the date field is active.
m : First day of the month
M or H: Last day of the month
y : First day of the year
Y: Last day of the year
t/T : Today
R: Last day of the year
Up and down arrow as well as + and - keys: add and subtract days from the date shown.
CTRL-A: selects all transactions
CTRL-N: creates a new transaction
CTRL-K: approves selected transactions in the main register
CTRL-F: Initiates a search
In the check number field, you can use the down arrow to go back to the previous check number. The up arrow and the + key goes to the next check number.
Pressing the letter C when highlighted on one or more transactions will toggle them back and forth from cleared to uncleared.
F2: If editing a cell in the budget, this drops down the list of auto-suggest possibilities.
Ctrl-N : When you are in the check number field, this enters the next check number based on your highest entered check number until now
Delete: deletes any any selected transactions, regardless if they are in the main register or the scheduler:
F2: If there is a single transaction selected, F2 begins editing it