Spreadsheet mode is for working through transactions quickly on a computer. Every cell you change saves at once, and you can undo.
Turn it on or off
Open Transactions on a computer
Spreadsheet mode needs a wide window. Tablets show the regular table, and phones show the list.
Click Spreadsheet
The Spreadsheet button sits on the toolbar beside Export, Columns and Sort, and it's highlighted while it's on. Click it again to go back to the regular table. Your choice is remembered.
Edit a cell
Click a cell to start editing straight away:
- Merchant: type a new name.
- Amount: type a new amount. Without a + or − sign, money out stays money out.
- Date: pick a day on the calendar.
- Category: pick from the list. On a split, this opens its parts.
- Account: pick from your accounts.
Reward figures are worked out for you, so they can't be typed. A split's amount can't be changed here either, because its parts always add up to the charge.
Keyboard
Key | What it does |
|---|---|
Arrow keys | Move between cells |
Enter or F2 | Edit the selected cell |
Enter, while editing | Save and move down |
Tab / Shift+Tab | Save and move right / left |
Esc | Cancel the edit |
Any letter or number | Start typing into the selected cell |
⌘/Ctrl+Z | Undo your last change; press again to go further back |
⌘/Ctrl+C | Copy the cell |
Paste | Fill a selected merchant or amount cell |
Shift+Space | Select the row |
Shift+Enter | Open the transaction's details |
⌘/Ctrl+Enter | Add a new row below |
A line under the sheet says Saving…, then what was saved, with a reminder that ⌘/Ctrl+Z undoes it. If a change can't be saved, it says why there.
Add rows
You can type new transactions straight into the sheet. They're saved as transactions you added by hand.
Start a row
Click New row at the bottom of the sheet, or the + in the top-right corner of the headings to start one at the top. You can also click the small + on a row's number to insert below it, or right-click a row and choose Insert row above or Insert row below.
Fill in Merchant and Amount
These two are required, and a dot marks them. The date, category and account start from what you're looking at (today, and the account you've filtered to, if any), and you can change them.
Press Enter to save
Enter takes you to whatever is still missing, then saves the row. Clicking away from a complete row saves it too. The new transaction moves to where it belongs in your list.
An empty new row disappears when you leave it. One with something missing stays, with the missing cells highlighted. If your filters wouldn't show the new transaction, a message says so. Press ⌘/Ctrl+Z straight after adding a row to remove it again.
More in the sheet
- Open details: click the open button at the end of a row, or press Shift+Enter.
- Select rows: point at a row's number to show its checkbox, then change many at once from the bar above the sheet. See change many transactions at once.
- Resize columns: drag the right edge of a heading. Double-click the edge to reset it.
- Choose columns: show, hide and reorder them with Columns. See columns and saved views.