FINPACK News + Insights

FINPACK Shortcuts

by | Jun 24, 2024

FINPACK has a number of useful shortcuts that can aid users with data entry and general program utility.  Use the following chart full of helpful icons and keyboard shortcuts to increase your speed and efficiency while using FINPACK.

IconNameKeyboard ShortcutDescription
FINPACK File Open IconFile OpenCtrl + ODisplays the full list of FINPACK files in your directory.  This is the same action as clicking More… when first entering FINPACK.
FINPACK Save IconSaveCtrl + SSaves updated information in the currently open FINPACK file.
FINPACK Print IconPrintCtrl + POpens the Print dialog box, where the user can print the current document to a printer or a file. In this dialog box, the user can also select the pieces of output to be printed and can preview the output.
FINPACK Reminders IconRemindersn/aAllows a user to notate action steps or reminders associated with a particular file. Here tasks can be scheduled and progress can be tracked when completing the credit analysis of a specific file. Reminders can be displayed whenever the file is opened or when an uncompleted task is past due.

Reminders consist of 4 parts:

  • Completed? – where the reminder task is checked as completed
  • Due Date – the date the reminder is to be completed
  • Item – specific item within the FINPACK file needing completion; like Balance Sheet, or Budget
  • Description – details regarding the task to complete
FINPACK Loan Calculator IconLoan Calculatorn/aFreestanding loan calculator aids in the entry of a new loan or editing an existing loan within the Balance Sheet, Cash Flow Projection (FINFLO) or Long Range Plan (FINLRB). Both amortized and fixed principal loans can be modeled using the calculator.
FINPACK Calculator IconCalculator=Basic calculator for completing simple calculations. The results can be pasted into the current data entry cell in FINPACK financial statements.
FINPACK Preview Output IconPreview Outputn/aPreview the output of the current financial statement or tool that is open in FINPACK. By selecting the drop-down arrow on the right of the icon, the user is able to select the output options available with that statement.
FINPACK Zoom InZoom Inn/aWhen previewing a document, a user can further Zoom In on the output.
 FINPACK Zoom OutZoom Outn/aWhen previewing a document, a user can further Zoom Out the output.
FINPACK View / Edit DetailView/Edit DetailF3Takes the user into the detail entry of the particular data entry point in FINPACK. Detail is typically an option within FINPACK financial statements but is never required. For example, the cash and checking balance can be entered on the main Current Assets level on the Balance Sheet. Or the user can click the View/Edit Detail icon to enter detailed information regarding deposit accounts and the corresponding balance.  Clicking on the three dots in the data entry field opens detail too.
FINPACK View / Edit NotesView/Edit NotesCtrl + NA notepad associated with each FINPACK financial statement. Here users can notate important items regarding the customer, data entry, or other items as needed. Notes can then be printed with the output of the particular financial statement.
FINPACK DeleteDeleten/aDelete an existing item is available in FINPACK. By clicking the trash can icon, a user can delete a whole financial statement in FINPACK. Or, the entire entry in a detail dialog box can be deleted by clicking this icon as well. A warning box will be initiated when the Delete icon is selected, to ensure the user wants to delete the particular item. Note a balance sheet or budget cannot be deleted associated with another FINPACK plan or analysis.
FINPACK CutCutCtrl + XWhen in a detail dialog box, a user is able to “Cut” data to be pasted elsewhere or deleted. This functions like “cut” in other programs.
FINPACK Copy IconCopyCtrl + CWhen in a detail dialog box, a user is able to “Copy” data to be pasted elsewhere in data entry. This functions like “copy” in other programs.
FINPACK Paste IconPasteCtrl + VWhen in a detail dialog box, a user is able to “Paste” data to that has been copied elsewhere in data entry. This functions like “paste” into other programs.
FINPACK Repeat Last Number IconRepeat Last NumberCtrl + RWhen in a detail dialog box, a user is able to Repeat the Last Number entered by clicking on this icon.
FINPACK Undo IconUndoCtrl + ZWhen in a detail dialog box, a user is able to Undo their last action by clicking on this icon.
FINPACK Insert Row IconInsert a RowCtrl + IWhen in a detail dialog box, a user is able to Insert a Row above the current row their cursor is located in.
FINPACK Delete Row IconDelete a RowCtrl + DWhen in a detail dialog box, a user is able to Delete the Row their cursor is located in.
FINPACK Help IconHelpF1Help contents are initiated. The Help contents will navigate to the user’s current data entry location to provide specific help. The Help contents can be further queried or searched for other topics.

 

FINPACK Shortcuts Printable Chart

Download and print a handy reference of some helpful keyboard shortcuts for FINPACK, directly from the FINPACK Knowledge Base.

Connect with FINPACK

If you have any questions about any aspect of FINPACK, please don’t hesitate to contact us, and don’t forget to follow FINPACK on FacebookX, and Instagram, or connect with us on LinkedIn, and be sure to subscribe to FINPACK News email updates.

 

Pauline Van Nurden
Associate Director at  | 6126254219 | pvannurd@umn.edu | Website |  + posts

Pauline Van Nurden is currently the Associate Director for the FINPACK Team. She has been with the team since 2017 as an Economist.

Prior to joining the FINPACK Team, she worked as a lender. This provides her valuable industry experience and knowledge in her work with FINPACK. Pauline holds a Master’s Degree in Agricultural Education and Bachelor’s Degree in Applied Economics, both from the University of Minnesota.

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