• / Free eNewsletters & Magazine
  • / My Account
Home>Practice Management>Technology>Quickview: My Four Favorite Text Shortcuts

Related Content

  1. Videos
  2. Articles
  1. Give Your Portfolio a Checkup

    Morningstar's Christine Benz shows you how to uncover portfolio strengths and weaknesses, determine the impact of market movements on your asset mix, and more.

  2. Key Findings From Our 529 Industry Study

    Our annual study examines how 529 college savings plans stack up on price, performance, and other factors versus non-plan mutual funds.

  3. The Friday Five

    Five stats from the market and the stories behind them. This week: the 18% dent in gold, the disappointing data on earnings, and more.

  4. Social Security: Your Questions Answered

    Retirement experts Mary Beth Franklin and Mark Miller tackle viewers' most pressing questions on this very important, yet also contentious, retirement pillar--Social Security.

Quickview: My Four Favorite Text Shortcuts

These snippets have prevented all sorts of minor frustration as well as some potential embarrassment for typos.

Bill Winterberg, 04/18/2013

Regular readers know I'm a big proponent of personal productivity, and I try to identify and recommend apps that simplify mundane tasks and increase efficiency. One app I've been using for nearly two years is TextExpander (Mac OS X, $34.95), recommended in my column back in July 2011 (see Save Time, Reduce Errors with Text Expanders).

Recently I received a few questions on how I use TextExpander in my business to save time and minimize typos. For this month's Quickview update, I'm going to highlight the TextExpander "snippets" I find most beneficial.

But first, to illustrate the productivity I've personally gained from TextExpander, here are my most recent statistics captured by the app:

--Snippets expanded: 8,342
--Characters saved: 296,883
--Hours saved: 14.14 at 70 words per minute

Here are the top TextExpander snippets I routinely use.

Snippet: .ymd
I run a paperless office, so I scan many documents on a regular basis. Part of my file-naming convention when scanning documents is to insert the current date in year-month-day format at the beginning, e.g. 20130423. Labeling files this way facilitates sorting when viewing folders of many files. Yes, adding the year-month-day text is a little redundant, as one can sort by the "Date Created" field in a file explorer window, but I find the label saves several clicks when I'm trying to search for files by date range.

Snippet: .gv
GV is an acronym for Google Voice, the VoIP phone service I use for my business phone number (see Quickview: Upgrade Your Outdated Phone System). I'll never again transpose the digits in my phone number when typing it, giving out the wrong phone number to a client. Expanding my snippet results in my 10-digit number properly formatted including the parentheses and hyphen.

Snippet: .pst
PST is my acronym for "paste," which pastes information from my computer's clipboard. I constantly copy and paste text between Word, PowerPoint, Keynote, Google Chrome, and other programs, but I hate absolutely it when I paste text into a program but also get the formatting along with it (e.g., bold, Calibri font, Heading 2 style, etc.).

Bill Winterberg, CFP, is a technology and operations consultant to independent financial advisors. His comments on technology have been featured in a variety of financial industry publications. You can view more information about Bill and see his schedule of upcoming speaking engagements at his Web site, FPPad.com. The author is a freelance contributor to MorningstarAdvisor.com. The views expressed in this article may or may not reflect the views of Morningstar.

©2017 Morningstar Advisor. All right reserved.