diff --git a/.github/actions/docs-spelling/expect.txt b/.github/actions/docs-spelling/expect.txt index 96d64cd089..375a78bfbd 100644 --- a/.github/actions/docs-spelling/expect.txt +++ b/.github/actions/docs-spelling/expect.txt @@ -44,6 +44,7 @@ crt Danske datadir Depositos +deselection DIREKT Dockerfiles Dominguez @@ -113,6 +114,7 @@ Qatari QNTOFRP QONTO Raiffeisen +REGEXREPLACE revolut RIED RSchedule diff --git a/packages/docs/docs/getting-started/tips-tricks.md b/packages/docs/docs/getting-started/tips-tricks.md index c879e0ac55..6770302b32 100644 --- a/packages/docs/docs/getting-started/tips-tricks.md +++ b/packages/docs/docs/getting-started/tips-tricks.md @@ -5,61 +5,88 @@ title: 'Tips & Tricks' ## Undo/Redo {#undo-redo} -If you ever make a mistake, pressing will undo, and pressing will redo. Using the desktop app, this is an undo system that you can always rely on; any change can be undone and the UI will walk back in time. If you're using the web app, this is only good for the current session of the website. If you refresh, or close the browser tab, undo history is lost. +If you ever make a mistake, pressing will undo, and pressing will redo. Using the desktop app, this is an undo system that you can always rely on; any change can be undone and the UI will walk back in time. If you're using the web app, this is only good for the current session of the website. If you refresh, or close the browser tab, undo history is lost. + +## Context Menus + +Context menus (right-click menus) are available throughout Actual. Use the method based on your operating system and/or hardware to access them. ## Keyboard Shortcuts Actual has a number of keyboard shortcuts that can help you navigate and manage the application more efficiently. -Below is a list of the most useful shortcuts. ### The Command Palette The Command Palette is a powerful tool which allows you to quickly access various features and functions within Actual. -- On Windows and Linux, you can open it by pressing the combination to open the Command Palette. -- On macOS, you can use the or the key combinations to open the Command Palette. +- Open it by pressing the combination. +- On macOS keyboards, use the key combination. ![Command Palette](/img/tips-tricks/command-palette.png) Once open, you can start typing to search for the functions in the sidebar, or you can use the arrow keys to navigate through the list of available commands. You can also quickly move to any of the available accounts by typing their name. -### Other Global Shortcuts +### General shortcuts -- (the letter O, not zero) this will close the file and list other available files to open. - On macOS, you can also use the key combination. +- will open the help menu. The Help Menu contains links to the Documentation, Community support (Discord) and the Keyboard shortcuts. +- (the letter O, not zero) this will close the budget and list other available budgets to open. +- [Toggle the privacy filter.](#scramble-hide) +- Open Command Palette. +- Undo. +- Redo. -### Within the Budget View +### Budget page shortcuts - while editing a budget amount will move to the next category. -- will move to the previous category. +- Move to the previous budget category. +- (zero) View the current month. +- View the previous month. +- View the next month. + +### Account page shortcuts -### When Editing Transactions +- Initiate bank sync. +- ( i ) Import transactions. +- Add new transaction with date picker open, or open date picker and set date for selected transactions. +- Show only selected transactions. If no transaction is selected, it brings up the Filter dropdown menu. -- When editing, and will move down and up. If a dropdown is open and you've typed a new value, this will instead save the value and close the dropdown. -- When editing, and will move left and right -- When adding a new transaction, will add it regardless of where you are editing. Pressing in either the Payment or Deposit columns will add it as well. +#### Selection shortcuts -### When Managing Transactions +- Toggle selection of all transactions or deselection of all selected transactions. +- Toggle selection of current transaction. +- Select all transactions between current transaction and most recently selected transaction. +- or With a transaction selected, move to the next transaction down. Hold to scroll down. +- or With a transaction selected, move to the next transaction up. Hold to scroll up. -- Show only selected transactions. -- Delete selected transactions. -- Duplicate selected transactions. -- Merge selected transactions -- Set date for selected transactions. -- Set account for selected transactions. -- set payee for selected transactions. +#### Transaction shortcuts + +- when editing will move down. In a dropdown, this will save the value and close the dropdown. in either the Payment or Deposit columns this will add the transaction; the form remains open for the next addition. +- when editing will move up. In a dropdown, this will save the value and close the dropdown. +- will add the transaction and close the form regardless of where you are editing. +- when editing will move right. This will save the value and close an open dropdown. +- when editing will move left. This will save the value and close an open dropdown. + +#### When Managing Transactions + +:::important +Transaction(s) must be selected for the following shortcuts, or as noted. + +See [Bulk Actions](/docs/transactions/bulk-editing.md) for guidance on working with multiple transactions. +::: + +- Open date picker and set date for selected transactions or open a new transaction if none are selected. +- Set payee for selected transactions. - Set notes for selected transactions. - Set category for selected transactions. - Set amount for selected transactions. -- Toggle cleared for current transaction. - -The following require a transaction to have been selected first: - -- / Move to the next transaction down. -- / Move to the next transaction up. -- Toggle selection of current transaction. -- Add all transactions between current transaction and most recently selected transaction. +- Toggle cleared status for selected transactions. +- Set account for selected transactions. +- Link or view schedule for selected transactions. +- Show only selected transactions. If no transaction is selected, it brings up the Filter dropdown menu. +- Delete selected transactions. +- Duplicate selected transactions. +- Merge selected transactions. Only _two_ transactions with equal amounts can be selected. [Learn more.](/docs/transactions/merging.md) ## How to View Multiple Months at Once @@ -73,15 +100,17 @@ This sets the maximum amount of months to render at once, and defaults to 1. If This only controls the _maximum_ number of months. If the app is too small to render all of them it will only render the months that fit on the screen. ::: -## Scramble and Hide Data +## Scramble and Hide Data {#scramble-hide} Actual Budget includes a privacy filter to help you obfuscate sensitive _amounts_ on screen. :::important +The privacy filter is visual only: it does not encrypt, delete, or alter your saved data or exports. + Be advised that when you hover over scrambled items, the amounts will be shown. This is a feature to help you see the actual amounts when you need them, but it may not be suitable for sharing screenshots or screen recordings. ::: -**Turn it on**: Click the _eye icon_ in the top-right corner of the app. +**Turn it on**: Click the _eye icon_ in the top-right corner of the app or use the shortcut . ![Top right corner](/img/a-tour-of-actual/tour-overview-top-right.png) @@ -89,16 +118,12 @@ When enabled, only currency amounts are scrambled so you can take screenshots or ![Top right corner](/img/tips-tricks/scrambled-scrambled-view.png) -What changes when the filter is on +What changes when the filter is on: - Hidden/Scrambled: account balances, budgeted/available amounts, transaction amounts, totals in reports and widgets. - Remain Visible: account names, category group and category names, payee names, transaction dates, notes/memos, flags, cleared status, and the presence of individual transactions (only the amounts are scrambled). -:::note -The privacy filter is visual only: it does not encrypt, delete, or alter your saved data or exports. -::: - -**Turn it off**: Click the _eye icon_ again to restore normal viewing. This will show the data in its original form. +**Turn it off**: Click the _eye icon_ or again to restore normal viewing. This will show the data in its original form. ## Show The Running Balance @@ -106,9 +131,9 @@ A "running balance" is the balance of the account after every transaction over t To enable this: -1. Click on an account -2. Click on the 3 dots to show the actions menu -3. Select "Show running balance" +1. Click on an account. +2. Click on the 3 dots to show the actions menu. +3. Select "Show running balance". A new column should appear which shows the balance of the account after each transaction: @@ -124,6 +149,12 @@ like [Emojipedia](https://emojipedia.org/), [EmojiDB](https://emojidb.org/) or [ ![Emojis everywhere](/img/tips-tricks/using-emojis.png) +:::tip[HINT] + +To scrub emojis out of an exported list, use the formula `=REGEXREPLACE(text or cell reference, "[^\x00-\x7F]", "")` in Excel or Google sheets. + +::: + By using emojis on the accounts, you can have grouping of accounts by type, such as credit cards, expenses, and savings. ## Math Operators