Keyboard shortcuts

This page lists the keyboard shortcuts available in Caleido. On a Mac, use Cmd wherever the table says Ctrl. Many shortcuts are also shown next to the command in the Actions menu and in the right-click menu.

Reports

These work when a report table is selected. Budget and forecast cells can be edited straight in the grid. See Budget in the report grid.

Shortcut	What it does
Enter	Opens the selected budget or forecast cell for editing
Type a number	Starts editing the selected budget or forecast cell with what you type
F2, or double-click a filled cell	Edits the value in place, with the current value selected. Double-click no longer opens the Overview
M	Opens the field helper for the selected budget or forecast cell
Ctrl+Enter	Opens the List view for the selected cells
Ctrl+Shift+Enter	Opens the Overview panel, or closes it when it is open
Home, End	Moves to the first or last column of the row
Ctrl+Home, Ctrl+End	Moves to the first or last cell of the table
Shift+Home, Shift+End	Extends the selection to the start or end of the row
`+`	Inserts a new row below the selected row (Insert 1 row below)
Delete or Backspace	Deletes the budget items in the selected budget cells (Delete budget item). You are asked to confirm
Drag the corner of a cell	Copies the cell’s value to the next or previous periods (fill handle)
Ctrl+C	Copies the selected cells
Ctrl+V	Pastes into the budget cells. A single value pasted over several cells goes into every cell
Ctrl+Shift+V	Pastes a single value divided evenly across the selected cells
Esc	Clears the selection
Click, Shift-click on the row number	Selects a row, or a range of rows
Alt + drag	Drops the dragged rows on a dimension item without the labeling confirmation

Enter used to open the List view. It now opens the cell for editing, and the List view opens with Ctrl+Enter (Cmd+Enter on Mac).

See Paste budget figures from Excel and Label data on a report.

Editing a budget cell

While a budget or forecast cell is open for editing:

Shortcut	What it does
Enter	Saves the value and moves one row down. On a cell that is the total of several budget items, it opens the Multiple budget items window instead
Tab, Shift+Tab	Saves the value and moves to the next or previous cell
Esc	Cancels the edit and keeps the old value
Arrow down	Opens the field helper. The value you typed stays in the cell until you save
M	Opens or closes the field helper
Left and Right arrows	Move the cursor in the value. At the start or end of the text they save and move to the cell on that side. You can turn this off in the field helper settings (Field picker settings)
Arrow up	Moves the cursor. If you turn on In a cell: up moves to the cell above in the field helper settings, it saves and moves up one row
Page up, Page down	Saves and moves 20 rows up or down
`=`	Opens the formula bar
Ctrl+Enter, Ctrl+Shift+Enter	Open the List view or the Overview, as in the report

Field helper

The field helper opens under a budget or forecast cell and shows every budget item field, such as account, recurrence, memo, counterparty and dimensions.

Shortcut	What it does
Type, then Enter	Picks the field you typed, then the value you pick for it
`*`	Lists every field
Enter in the empty search box	Saves the changes, the same as Apply
Enter in a field’s box	Takes the value shown and moves to Apply
Arrow down, Arrow up	Moves to the next or previous field, button or list option. Arrow up at the top returns to the cell
Ctrl+Arrow down, Ctrl+Arrow up	Jumps to the next or previous box, or to the ends of an open list
Tab, Shift+Tab	Moves between the fields in the helper. If you set In the field selector, tab: to Moves between cells, it moves the cell cursor instead
Backspace in the empty search box	Removes the value chip, then the field chip
Backspace in an emptied field box	Removes that field’s row, unless the field is pinned
Esc	In the search box, drops what you were picking. In a field’s box, restores the value and returns to the search box. Elsewhere, closes the helper and discards the value you typed in the cell
Ctrl+Enter, Ctrl+Shift+Enter	Open the List view or the Overview

Click the gear icon (Field picker settings) at the bottom of the helper to change how Tab and the arrow keys move, and to turn Auto-save and Confirm bulk edits on or off.

List view

In the budget section of the List view:

Shortcut	What it does
`+`	Opens the window for adding a budget item
Delete or Backspace	Deletes the selected budget items
Esc	Closes the list view when it is open as a window

Builder

In the Builder, where you edit report templates:

Shortcut	What it does
Ctrl-click, Shift-click	Selects several rows, or a range of rows
Delete or Backspace	Removes the selected rows
Esc	Leaves row editing, or stops editing the template title
Double-click an item in the panel	Adds it to the template
Alt + drag from the panel	Drags a row together with its sub-rows

In the formula builder you can type numbers and the operators + - * / ( ) directly. Backspace removes the part before the cursor, and Left and Right arrows move the cursor. See Edit a report template.

Formula bar

When you type = in a budget cell, the formula bar opens.

Shortcut	What it does
Enter	Saves the formula
Shift+Enter	Adds a line break
Esc	Closes the formula bar

Chart editor

Shortcut	What it does
Ctrl+Z	Undoes the last change
Ctrl+Shift+Z or Ctrl+Y	Redoes the change
Alt+1 to Alt+9	Opens the settings of series 1 to 9
`/`	Moves the cursor to Search settings…

See Build a chart.

Workbooks

Shortcut	What it does
Ctrl-click a card	Selects several elements on a tab
Delete or Backspace	Deletes the selected elements in edit mode. You are asked to confirm
Esc	Clears the element selection
Enter, Esc on a title	Saves or cancels a title you are editing
Ctrl-click a workbook or page in the sidebar	Opens it in a new browser tab

See Add elements to a tab.

Labeling rules

Shortcut	What it does
Delete or Backspace	Deletes the selected rules after confirmation
Ctrl+Delete or Ctrl+Backspace	Deletes the selected rules without asking
Ctrl-click Delete	Deletes the selected rules without asking

See Automate labeling with rules.

Journal entries

In the Add journal entry window, Enter and Tab move to the next cell. Enter in the last cell of a line confirms it. See Create a journal entry.

Global search

Shortcut	What it does
Ctrl+K	Opens the search box from anywhere, or closes it
Arrow up, Arrow down	Moves through the list. Ctrl+Arrow up or Ctrl+Arrow down jumps to the first or last row
Arrow right	Browses into the highlighted object type or object, such as a counterparty’s related items
Arrow left, Shift+Tab	Goes back one level, or removes the highlight
Enter	Runs the highlighted row. On an object, the first Enter picks it and the second runs its default action
Shift+Enter	Opens the highlighted transaction or invoice in a window (Open in a modal)
Ctrl+Shift+Enter	Opens the highlighted object in a new browser tab (Open in a new tab)
Ctrl+.	Jumps to the actions
Ctrl+Shift+F	Pins the highlighted row to Favorites, or unpins it
Tab	Accepts the suggested completion shown in grey
Backspace in the empty box	Removes the last chip
Ctrl+/	Shows all search shortcuts
Esc	Closes the list. Press it again to leave the search box

See Find anything with global search.

Dialogs and panels

Shortcut	What it does
Enter	Confirms the dialog, the same as its main button
Esc	Closes the dialog, the budget menu or the Help assistant
Left and Right arrows	Move between invoices in the invoice window when there are several
Left and Right arrows	Switch between the tabs of How-to videos

Get started

Workbooks

Reporting

Budgeting

Cash flow

Receivables & payables

Dimensions

Transactions

Settings

Concepts

Reference

Keyboard shortcuts

Reports

Editing a budget cell

Field helper

List view

Builder

Formula bar

Chart editor

Workbooks

Labeling rules

Journal entries

Global search

Dialogs and panels

​Reports

​Editing a budget cell

​Field helper

​List view

​Builder

​Formula bar

​Chart editor

​Workbooks

​Labeling rules

​Journal entries

​Global search

​Dialogs and panels

​Related pages

Reports

Editing a budget cell

Field helper

List view

Builder

Formula bar

Chart editor

Workbooks

Labeling rules

Journal entries

Global search

Dialogs and panels

Related pages