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Search from the title bar

Use global search when you remember what you are looking for but not where it lives in the app.

Prerequisites​

  • Big Picture Money is open and your data file is unlocked.

Steps​

  1. Click the search field in the title bar, or press Ctrl+K (Windows/Linux) or Cmd+K (macOS).

  2. Confirm the placeholder reads Search transactions, accounts, settings, help….

  3. Type a search term — for example Grocery store or SimpleFIN.

  4. Review the dropdown below the field. Results appear in groups (for example Transactions, Settings).

  5. Use the ↑ and ↓ arrow keys to highlight a result, or move the mouse over a row.

  6. Press Enter to open the highlighted result.

    • A Transaction result opens Transactions with that row selected.
    • A Settings result opens the matching settings category.
    • A Chat result opens Chat with that conversation loaded.

  7. To see more matches instead of opening one row, press Enter when no row is highlighted, or click View all results in the dropdown footer.

  8. Press Escape to close the dropdown without leaving your current page.

If you open search without typing, you see static shortcuts — common pages and actions such as Transactions or Import.

Expected result​

  • The search field accepts focus from a click or Ctrl+K / Cmd+K.
  • While typing, the dropdown shows categorized results with type badges (Transaction, Settings, Page, etc.).
  • At most about 10 quick results appear across all groups.
  • Enter on a highlighted row opens that destination.
  • Enter with no row highlighted, or View all results, opens the Search page at /search?q=….
  • Escape closes the dropdown.