Shortcuts

Shortcuts are useful collections of Applied Tools or copied Detail lines that you want to re-use again and again in your Budget.

Shortcuts capture information from the MMB Budgeting interface, so they cannot be created in setup. See Creating Shortcuts for information on how to create Shortcuts.

Shortcuts Setup allows you to see and manage your Shortcuts.

Access Shortcuts Setup

To access Shortcuts setup you can either:

  • Click the SETUP button in the Shortcuts Apply tool
  • Click on Sh (shortcuts) in the navigation bar

Screenshot: MMB getting to Shortcuts setup

Managing Shortcuts

Shortcuts are currently budget specific.

Shortcuts are displayed in the left rail of the Shortcuts Setup window. Selecting a shortcut will show the details currently stored in that shortcut and what type it is.

To edit the name of a shortcut:

  • Select the shortcut in the left rail
  • Click the name field in the right pane
  • Edit the name and then click away from the field to commit your changes

Deleting Shortcuts

To remove one or more shortcuts:

  • Select them in the left rail
  • Click DELETE

The shortcut will be immediately deleted and cannot be recovered.

Screenshot: MMB delete shortcut