Hotkeys
Overview
Keyboard shortcuts depend on the page and the control that has focus. The Model shortcuts are listed first, followed by DCF Valuations and Dashboard shortcuts.
- Page: navigation, saving, and history shortcuts when no field or modal owns focus.
- Model Navigation: arrows, group shortcuts, and Enter act on the navigation selection.
- Grid: shortcuts act on the focused row or cell; Basic and Advanced modes have different bindings.
- Formula editor: keys select references or edit formula text within the open editor.
- Alias editor: text keys edit the alias; Escape cancels the edit.
Main View
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- Q — Open Model Navigation
- S — Open View or Table Settings
- Shift + P — Open the projection set selector
- A — Toggle Advanced Mode
- V — Open validation errors, when present
- H — Open save history
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save changes
- Tab — Focus the first grid cell from outside the grid
- Esc — Remove focus and selection from the grid
- ⌘ + ← (Mac) or ⌘ + → (Mac) — Browser Back/Forward outside the grid
- Alt + ← or Alt + → — Browser Back/Forward outside the grid
- ⌥ + ⌘ + ↑ (Mac) or ⌥ + ⌘ + ↓ (Mac) — Visit the previous or next View or Collection Table in the group
- ⌥ + ⌘ + , (Mac) or ⌥ + ⌘ + . (Mac) — Visit a View or Collection Table in the previous or next group
App Tabs & Agent Panel
On modeling app tabs. Agent controls require AI access; Escape closes the panel when no modal is open.
- ⌥ + ⌘ + [ (Mac) or ⌥ + ⌘ + ] (Mac) — Switch to the previous or next app tab
- ` — Toggle the Modeloptic Agent panel when not typing
- Esc — Close the expanded Agent panel
Model Navigation
Model Navigation
While Model Navigation is open and you are not editing a field.
- Q or Esc — Close Model Navigation
- I — Open the income statement
- B — Open the balance sheet
- C — Open the cash flow statement
- E — Toggle navigation edit mode
- ↑ or ↓ or ← or → — Move between items
- Tab or Shift + Tab — Move between navigation groups
- Enter — Open the selected item, or expand/collapse a sub-group
- O — Expand or collapse all sub-groups
Row Editing (Basic Mode)
Grid — Basic Mode
When a grid cell has focus and you are not editing its text.
- T — Jump to the first projected period
- E — Expand or collapse the focused year
- L — Focus the row label
- Enter — Expand or collapse row detail from the label cell
- F — Open the table-level projection formula, when used
- O — Expand/collapse hierarchy rows, or open the table-level historical formula
- W — Auto-fit selected columns, or the focused column
- ⌘ + ↑ (Mac) / Ctrl + ↑ (Windows) or ⌘ + ↓ (Mac) / Ctrl + ↓ (Windows) or ⌘ + ← (Mac) / Ctrl + ← (Windows) or ⌘ + → (Mac) / Ctrl + → (Windows) — Jump to the edge of a data region
Row Editing (Advanced Mode)
Grid — Advanced Mode
When a grid cell has focus and you are not editing its text. Row settings apply where that field is editable.
- Enter or F2 — Begin editing the selected cell
- T — Jump to the first projected period
- E — Expand or collapse the focused year
- L — Edit the row label
- Y — Edit the row type
- R — Edit the number format
- P — Edit the projection option
- H — Edit the historical option
- F — Open the projection formula editor
- O — Open the historical formula editor
- G — Edit the aggregation option
- / — Open the row context menu
- ⌘ + = (Mac) / Ctrl + = (Windows) — Add a row, where the add-row control is available
- ⌘ + ⇧ + = (Mac) / Ctrl + Shift + = (Windows) — Add ten rows, where the add-ten-rows control is available
- Space — Select or deselect the focused row
- W — Auto-fit selected columns, or the focused column
- ⌘ + ↑ (Mac) / Ctrl + ↑ (Windows) or ⌘ + ↓ (Mac) / Ctrl + ↓ (Windows) or ⌘ + ← (Mac) / Ctrl + ← (Windows) or ⌘ + → (Mac) / Ctrl + → (Windows) — Jump to the edge of a data region
Formula Editing
Formula Editor
While the formula editor is open; text keys edit the formula when its input has focus.
- Tab or Shift + Tab — Move between editor sections
- ↑ or ↓ or ← or → — Navigate the focused section
- Space — Expand/collapse an item, or select a link option
- Enter — Insert the selected reference, or save when no reference is selected
- Esc — Close without saving the formula
- ⌘ + [ (Mac) / Ctrl + [ (Windows) — Follow the closest reference left of the formula cursor
Validation Errors
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors
- ↑ or ↓ — Move between errors
- Enter — Follow the focused error
Save History
While the save history modal is open and no text field has focus.
- H or Esc — Close save history
- B — Return from saved-change details to the history list
DCF Valuations
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save all DCF scenarios
- E — Toggle edit mode outside the grid
- V — Open validation errors, when present
- H — Open save history
Free Cash Flow Grid
When a grid cell has focus and you are not editing its text.
- E — Expand/collapse the focused year; toggle edit mode on other cells
- T — Jump to the first period column
- L — Focus the row label; edit it in edit mode
- W — Auto-fit selected columns, or the focused column
- ⌘ + ↑ (Mac) / Ctrl + ↑ (Windows) or ⌘ + ↓ (Mac) / Ctrl + ↓ (Windows) or ⌘ + ← (Mac) / Ctrl + ← (Windows) or ⌘ + → (Mac) / Ctrl + → (Windows) — Jump to the edge of a data region
Grid — Edit Mode
When a cell has focus in edit mode.
- Y — Edit the row type
- F — Open the row formula editor
- Enter or F2 — Open the formula editor from a formula cell
- / — Open the row context menu
Formula Editor
While the formula editor is open; text keys edit the formula when its input has focus.
- Tab or Shift + Tab — Move between editor sections
- ↑ or ↓ or ← or → — Navigate the focused section
- Space — Expand/collapse an item, or select a link option
- Enter — Insert the selected reference, or save when no reference is selected
- Esc — Close without saving the formula
- ⌘ + [ (Mac) / Ctrl + [ (Windows) or ⌘ + ] (Mac) / Ctrl + ] (Windows) — Move to the previous or next formula reference
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors
- ↑ or ↓ — Move between errors
- Enter — Follow the focused error
Save History
While the save history modal is open and no text field has focus.
- H or Esc — Close save history
- B — Return from saved-change details to the history list
App Tabs & Agent Panel
On modeling app tabs. Agent controls require AI access; Escape closes the panel when no modal is open.
- ⌥ + ⌘ + [ (Mac) or ⌥ + ⌘ + ] (Mac) — Switch to the previous or next app tab
- ` — Toggle the Modeloptic Agent panel when not typing
- Esc — Close the expanded Agent panel
Dashboard
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save reports with unsaved changes
- E — Toggle Edit Report Objects mode
- V — Open validation errors, when present
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors
Transactions
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save all transactions with unsaved changes
- E — Toggle edit mode outside an outputs grid
- V — Open validation errors, when present
- H — Open save history
Outputs Grid
When a grid cell has focus and you are not editing its text.
- E — Expand/collapse the focused year; toggle edit mode on other cells
- T — Jump to the first projected period
- L — Focus the row label; edit it in edit mode
- W — Auto-fit selected columns, or the focused column
- ⌘ + ↑ (Mac) / Ctrl + ↑ (Windows) or ⌘ + ↓ (Mac) / Ctrl + ↓ (Windows) or ⌘ + ← (Mac) / Ctrl + ← (Windows) or ⌘ + → (Mac) / Ctrl + → (Windows) — Jump to the edge of a data region
Outputs Grid — Edit Mode
When an outputs cell has focus in edit mode. Row settings apply where that field is editable.
- L — Edit the row label
- Y — Edit the row type
- R — Edit the number format
- P — Edit the projection option
- H — Edit the historical option
- F — Open the projection formula editor
- O — Open the historical formula editor
- G — Edit the aggregation option
- / — Open the row context menu
- ⌘ + = (Mac) / Ctrl + = (Windows) — Add a row to the focused outputs table
Formula Editor
While the formula editor is open; text keys edit the formula when its input has focus.
- Tab or Shift + Tab — Move between editor sections
- ↑ or ↓ or ← or → — Navigate the focused section
- Space — Expand/collapse an item, or select a link option
- Enter — Insert the selected reference, or save when no reference is selected
- Esc — Close without saving the formula
- ⌘ + [ (Mac) / Ctrl + [ (Windows) — Follow the closest reference left of the formula cursor
- ⌘ + ] (Mac) / Ctrl + ] (Windows) — Move to the next formula reference
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors
- ↑ or ↓ — Move between errors
- Enter — Follow the focused error
Save History
While the save history modal is open and no text field has focus.
- H or Esc — Close save history
- B — Return from saved-change details to the history list
App Tabs & Agent Panel
On modeling app tabs. Agent controls require AI access; Escape closes the panel when no modal is open.
- ⌥ + ⌘ + [ (Mac) or ⌥ + ⌘ + ] (Mac) — Switch to the previous or next app tab
- ` — Toggle the Modeloptic Agent panel when not typing
- Esc — Close the expanded Agent panel
Configuration
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save changes
- V — Open validation errors, when present
- H — Open save history
- O — Expand or collapse chart of accounts groups
Currency Conversion Grid
When a grid cell has focus and you are not editing its text.
- E — Expand or collapse the focused year, where expandable
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors
- ↑ or ↓ — Move between errors
- Enter — Follow the focused error
Save History
While the save history modal is open and no text field has focus.
- H or Esc — Close save history
- B — Return from saved-change details to the history list
App Tabs & Agent Panel
On modeling app tabs. Agent controls require AI access; Escape closes the panel when no modal is open.
- ⌥ + ⌘ + [ (Mac) or ⌥ + ⌘ + ] (Mac) — Switch to the previous or next app tab
- ` — Toggle the Modeloptic Agent panel when not typing
- Esc — Close the expanded Agent panel
Historical Data
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save changes
- V — Open validation errors, when present
- H — Open the selected connection's history
- B — Return to all connections
- Esc — Close mapping popovers
Mapping Grid
When a source-account cell has focus.
- Enter — Open the source values popover
Currency Conversion Grid
When a grid cell has focus and you are not editing its text.
- E — Expand or collapse the focused year, where expandable
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors
- ↑ or ↓ — Move between errors
- Enter — Follow the focused error
Save History
While the save history modal is open and no text field has focus.
- H or Esc — Close save history
- B — Return from saved-change details to the history list
App Tabs & Agent Panel
On modeling app tabs. Agent controls require AI access; Escape closes the panel when no modal is open.
- ⌥ + ⌘ + [ (Mac) or ⌥ + ⌘ + ] (Mac) — Switch to the previous or next app tab
- ` — Toggle the Modeloptic Agent panel when not typing
- Esc — Close the expanded Agent panel
Projection Sets
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save changes
- V — Open validation errors, when present
- B — Return to the projection set list from a flat upload
- Esc — Close mapping popovers
Projection Set List
When the Active or Locked cell has focus and is editable.
- Enter or Space — Toggle the focused Active or Locked setting
Mapping Grid
When a source-account cell has focus.
- Enter — Open the source values popover
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors
- ↑ or ↓ — Move between errors
- Enter — Follow the focused error
App Tabs & Agent Panel
On modeling app tabs. Agent controls require AI access; Escape closes the panel when no modal is open.
- ⌥ + ⌘ + [ (Mac) or ⌥ + ⌘ + ] (Mac) — Switch to the previous or next app tab
- ` — Toggle the Modeloptic Agent panel when not typing
- Esc — Close the expanded Agent panel
Reports
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save changes
- V — Open validation errors, when present
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors
Variance Analysis
Page
Letter shortcuts apply when you are not typing in a field or working in another modal. Editing actions require edit access and an editable model.
- ⌘ + S (Mac) / Ctrl + S (Windows) — Save changes
- V — Open validation errors, when present
- E — Open report settings
- Tab — Focus the first grid cell from outside the grid
- Esc — Remove focus and selection from the grid
Report Settings
While report settings are open and no text field has focus.
- E or Esc — Close report settings
Validation Errors
While the validation modal is open.
- V or Esc — Close validation errors