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Search and Command Palette
Compass is keyboard-first. Three mechanisms let you move and capture without hunting through menus.
Press ⌘K anywhere to open the global palette. It does two jobs at once:
Navigation & actions:
- Jump to any page: Overview, Dashboard, Storehouse, Timeline, Daily, Weekly, Monthly, Knowledge Base, Ask Compass, Claude Inbox, Vault, Contacts, People, Merchants & Places, Subscriptions, Household & Assets, Export & Portability, Finance, Retirement, CR Rental Studio, Integrations, Settings.
- Deep links: Net Worth, Cash-flow forecast (open the right Finance tab directly).
- Quick actions: New task for today, Search knowledge base, Sync all services, Open data folder.
Live global search: as you type, the palette returns hits across:
- Knowledge notes (titles + bodies),
- Vault entry titles (titles only — never the secret contents),
- Tasks, and
- Transactions.
Selecting a hit navigates straight to it (e.g. a task opens the right Daily/Weekly/Monthly view).
This is backed by the search:global handler.
Compass lives in your menu bar / system tray. A global keyboard shortcut (configurable in Settings → Quick Capture) pops a tiny always-available window with a single "Quick task…" field. Type a task, hit enter, and it's added — without switching to the main window. Ideal for capturing a to-do mid-flow.
Compass registers a compass:// protocol handler, so links and scripts can drive the app:
-
compass://capture— open quick-capture -
compass://open/<page>— jump to a page -
compass://search?...— run a search
These route through the OS (open-url on macOS, second-instance on Windows/Linux) into the same
in-app navigation the palette uses. Handy for shortcuts, automations, and bookmarklets.
- Settings — rebind the quick-capture shortcut.
- Knowledge Base — semantic + full-text note search.
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Features
- Dashboard
- Planner (Daily/Weekly/Monthly)
- Knowledge Base
- Finance
- Storehouse & Timeline
- People
- Data Rights & Acquisition
- Vault
- Ask Compass
- Integrations
- Claude & MCP
- Search & Command Palette
- Settings
Reference
- Security & Privacy
- Backup & Restore
- Data & Storage
- Roadmap & Status
- Cross-Border & Retirement
- FAQ & Troubleshooting
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