Shortcuts

Depending on your user access, you may see a Shortcuts section in the left menu when you log in to Spendwise.

Shortcuts provide quick access to the menus you use most often. To help you get started, Spendwise will automatically add up to five shortcuts based on your activity. You can also add, reorder, and remove shortcuts at any time.

Adding Shortcuts

To manually add a shortcut:

1. Make sure the left menu is expanded so all menu items are visible.
2. Hover over any menu item under Transactions, Contacts, Items, or Reports.
3. Click the star icon that appears on the right side of the menu item.

Reordering Shortcuts

To change the order of your shortcuts:

1. Hover over Shortcuts in the left menu.
2. Click the Preferences icon on the right side of the Shortcuts heading.
3. When shortcuts popup appears, click on and drag any shortcut to the desired position, then drop it.
4. Click Save.

Removing Shortcuts

To remove a shortcut:

1. Hover over a shortcut in the Shortcuts section.
2. Click the X icon on the right side of the shortcut.