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Master keyboard shortcuts for budgeting (Saturation 3.0)

Keyboard shortcuts let you navigate accounts, add budget rows, edit cells, and collaborate without leaving the keyboard.

Open the shortcut list

Press Command + ? on macOS or Ctrl + ? on Windows while the Budget Sheet is active. The Keyboard Shortcuts dialog groups the current shortcuts by navigation, row operations, editing, and collaboration.

Navigation shortcuts

Action

macOS

Windows

Drill into account

Command + Down Arrow

Ctrl + Down Arrow

Go to parent account

Command + Up Arrow

Ctrl + Up Arrow

Next account at the same level

Command + Right Arrow

Ctrl + Right Arrow

Previous account at the same level

Command + Left Arrow

Ctrl + Left Arrow

Search

Command + K

Ctrl + K

Use the arrow keys to move between cells in the current sheet. Enter begins editing the selected cell or confirms the current edit.

Row operation shortcuts

Action

macOS

Windows

Add line

Command + I

Ctrl + I

Insert line above

Command + Shift + I

Ctrl + Shift + I

Insert subtotal

Command + S

Ctrl + S

Insert markup

Command + M

Ctrl + M

Duplicate row

Command + Shift + D

Ctrl + Shift + D

Delete row

Command + D

Ctrl + D

Move row up

Command + Shift + Up Arrow

Ctrl + Shift + Up Arrow

Move row down

Command + Shift + Down Arrow

Ctrl + Shift + Down Arrow

Row shortcuts act on the selected row. Some actions are unavailable for calculated rows or when your access is view-only.

Editing shortcuts

Action

macOS

Windows

Undo

Command + Z

Ctrl + Z

Redo

Command + Shift + Z

Ctrl + Shift + Z

Copy

Command + C

Ctrl + C

Paste

Command + V

Ctrl + V

Edit cell or confirm

Enter

Enter

Cancel editing

Esc

Esc

Accept a suggested value

Tab

Tab

Reset column sizing

Command + Shift + H

Ctrl + Shift + H

Copy and paste work with the selected sheet cells. Review pasted values before moving on when the destination crosses different field or phase types.

Collaboration shortcuts

Action

macOS

Windows

Comment on row

Command + Shift + M

Ctrl + Shift + M

Toggle live cursors

Command + 8

Ctrl + 8

Open Production Assistant

Command + Shift + L

Ctrl + Shift + L

Show keyboard shortcuts

Command + ?

Ctrl + ?

Live cursors show where other active collaborators are working. Turning them off changes only your display.

Tips for using shortcuts

  • Select the intended row or cell before using an insert, duplicate, delete, or move command.

  • Finish or cancel an active cell edit before using a row shortcut.

  • Use Command/Ctrl + K to find an account before drilling into it.

  • Open the shortcut dialog after a product update to see the current list.

FAQs

Why did a shortcut do nothing?

Confirm that the Budget Sheet is active and that focus is not in a text field, menu, or dialog. The action may also be unavailable for the selected row or your project role.

Can I customize the shortcuts?

No. Saturation uses one shortcut map so the same commands work across budgets and collaborators.

Do shortcuts work in other tables?

Some common editing commands do, but the shortcuts in this article are registered for the Budget Sheet. Other pages can have their own page-specific shortcuts.

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