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.
|File Open||Ctrl + O||Displays the full list of FINPACK files in your directory. This is the same action as clicking More… when first entering FINPACK.|
|Save||Ctrl + S||Saves updated information in the currently open FINPACK file.|
|Ctrl + P||Opens 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.|
|Reminders||n/a||Allows 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:
|Loan Calculator||n/a||Freestanding 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.|
|Calculator||=||Basic calculator for completing simple calculations. The results can be pasted into the current data entry cell in FINPACK financial statements.|
|Preview Output||n/a||Preview 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.|
|Zoom In||n/a||When previewing a document, a user can further Zoom In on the output.|
|Zoom Out||n/a||When previewing a document, a user can further Zoom Out the output.|
|View/Edit Detail||F3||Takes 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.|
|View/Edit Notes||Ctrl + N||A 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.|
|Delete||n/a||Delete 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.|
|Cut||Ctrl + X||When 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.|
|Copy||Ctrl + C||When 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.|
|Paste||Ctrl + V||When 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.|
|Repeat Last Number||Ctrl + R||When in a detail dialog box, a user is able to Repeat the Last Number entered by clicking on this icon.|
|Undo||Ctrl + Z||When in a detail dialog box, a user is able to Undo their last action by clicking on this icon.|
|Insert a Row||Ctrl + I||When in a detail dialog box, a user is able to Insert a Row above the current row their cursor is located in.|
|Delete a Row||Ctrl + D||When in a detail dialog box, a user is able to Delete the Row their cursor is located in.|
|Help||F1||Help 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.