Finding your way around
Where everything is in Haruno for Mac: the sidebar, the normal and Advanced views, the Books and account menus, the Files tab, the preview panel, keyboard shortcuts and languages.
The window at a glance
Haruno for Mac has one main window. The sidebar on the left moves between pages, and your account sits at its foot. The page you pick fills the middle, with its own buttons in the toolbar, and the chat has a side panel on its right for documents and for Haruno's work. On any other page, Show Chat Panel in the toolbar opens the chat beside the page. The menu bar holds the app's commands, including the Books menu for the month-end close. Haruno for Windows has the Portfolio and the month-end close too, in a window laid out differently; see On Windows.
After a company's first close, buttons on its page, such as Ask Haruno, put a question in the chat box and open the chat beside the page. Opening the page adds nothing to the chat box, and nothing is sent until you press Send; see chat beside a page and what Haruno knows.
The sidebar
The sidebar lists Portfolio, Chat, Files, History and Scheduled, and ⌘1 to ⌘5 go to them. Companies are not listed there: you open one from the Portfolio, or from the company list beside it. While the secure sandbox downloads, a Secure sandbox notice above the account row shows its progress, with Retry if the download fails; see the secure-sandbox download.
| Row | Keys | What it is for |
|---|---|---|
| Portfolio | ⌘1 | Home in the normal view: every company as a card or table row, the portfolio tiles, adding companies and closing several at once. |
| Chat | ⌘2 | Your conversations with Haruno. It stays open behind other pages, so what you are typing is kept. On other pages, Show Chat Panel opens it beside the page. |
| Files | ⌘3 | The folder Haruno works in, in both views: its own Workspace folder, or one you open with ⌘O. |
| History | ⌘4 | Every past chat: search, sort, filter, pin, archive, delete, or carry on. |
| Scheduled | ⌘5 | Tasks Haruno runs at set times. A count here and on the Dock icon shows how many items they prepared await your decision. |
| Git | ⌘6 | Advanced view only, in a Git repository. Not used for the close. |
To open a company, click its card on the Portfolio, or double-click its row in the Table layout (or select it and press Return). Before its first close its page is the setup page; after it, the company's dashboard. A list of your companies sits beside the Portfolio and beside every company's page: click a company in it to go straight to that company, without going back first. The list is in name order. Each company shows its health dot and, when the dot is amber or red, a line under its name saying why, then its cash and runway, its open findings (“no open findings” when there are none), its close state when that is not fully reconciled, and how many new files have arrived since the last close; a company with no report yet reads “No report yet” with its next step. The company you have open is shaded grey. Drag the list's edge to make it wider or narrower; in a narrow window it hides to leave room for the page. To go back to the overview, click the back chevron in the toolbar (Back to Portfolio) or press ⌘1. Haruno reopens on the page you left; if that page is gone, it opens your view's home page. More: the Portfolio screen, the company page, History, scheduled tasks and waiting for approval.
The normal view and the Advanced view
One switch, Advanced view in Settings ▸ General, decides how much of the app you see. It is off on a new Mac, and this guide calls that the normal view. Both views have the same Portfolio, company pages, Books menu, close and reports, and the same assistant. Leave it off for the month-end close and questions about your companies. Turn it on to see every step Haruno takes, choose how it asks for approval, or add custom connector servers. The change applies at once.
| Area | Normal view | Advanced view |
|---|---|---|
| Opens on, when the last page isn't available | Portfolio | Chat |
| Sidebar | Portfolio, Chat, Files, History, Scheduled | Adds Git in a Git repository |
| Settings tabs | General, Books | Adds Advanced |
| Secure sandbox | Always on | On by default; Settings ▸ Advanced ▸ Security |
| Permission mode | Fixed at automatic | Default Permission Mode in Settings ▸ General ▸ Permissions, the chat's + menu, ⌃⌘P |
| Approval cards | Allow once, Deny, Show details | Adds a risk badge and Allow for this session |
| Chat transcript | Plain step labels, repeats folded into one counted row; failed steps and reasoning hidden | Every step, with failures and reasoning |
| Activities tab | Only files you can open | Everything |
| Clicking a file Haruno produced | Opens the document | Shows it in the Files tab |
| Chat box extras | None | What you allowed this session; how much more of the conversation Haruno can take in |
| Connectors window | No custom servers section (added ones keep working) | A custom servers section |
Switching changes nothing in your books, and it does not change the folder Chat and Files work in. Turning the view off opens the Portfolio and turns the secure sandbox back on. Turning it on starts new chats in your Default Permission Mode, Ask each time until you change it, so expect more approval requests. More: the Advanced view setting, Settings ▸ Advanced, custom servers, the secure sandbox and approvals in the normal view and the Advanced view. If a message names a Settings tab your view does not have, see messages that name a place you can't find.
Opening a chat made in another folder
In either view, opening a chat from History that was made in another folder asks Switch folder?. Switch and Resume opens that folder for Chat and Files, as File ▸ Open Folder… does: Haruno reopens on it until you open another. Cancel keeps you where you are. A chat made in the books folder opens in the current folder without asking.
The Books menu
The Books menu holds the commands for your books and the month-end close, in both views. A month-end command that does not apply to the page you are on is left out, not grayed out, so the menu changes between the Portfolio and a company. Its commands have no keyboard shortcuts.
| Command | What it does | In the menu |
|---|---|---|
| Show Portfolio | Opens the Portfolio, like ⌘1. | Always |
| Reveal Books Folder in Finder | Shows the books folder in Finder. | Always |
| Export Portfolio Report… | Saves the Portfolio report as a PDF and a web page in a folder you choose. It covers every company that has been closed, with its findings: keep it inside your practice. | Grayed out until a company has been closed, and while a close, a draft or another export runs |
| Refresh | Reads the books again; a backstop, as Haruno updates by itself. | Always |
| Add company… | Opens the Company details sheet for a new company. | Always |
| Import Exports… | Copies files into the open company: how you add next month's exports once it has a mapping. | On a company's page |
| Review Mapping… | Opens the mapping on its review form. | The open company has a mapping |
| Close Month… | Opens the close sheet for the open company, or for the whole portfolio on the Portfolio. | A company with a mapping is open, or the Portfolio with at least one; never from Chat, Files, History or Scheduled |
| Reopen Month… | Opens the Reopen sheet, where you reopen locked months and give the reason the lock keeps. | The open company has closed a month |
| Import Books from a Folder… | Copies in books an earlier version of Haruno kept; that folder is left as it is. | Always |
| Sync QuickBooks Months | Fetches the months that every QuickBooks company on this Mac still needs, as Sync does on each company's page. | A company on this Mac is connected to QuickBooks |
Read more: adding files later, changing the mapping, starting a close, closing several companies, reopening a month, importing existing books, exporting a report and syncing from QuickBooks.
The account row and the account menu
The row at the bottom of the sidebar shows who is signed in, with your plan's name beneath. Click it for the account menu. Signing out is not there but in Settings ▸ General ▸ Account; see sign out or switch accounts.
| Item | What it does |
|---|---|
| Sign In… or Cancel Sign In | Starts signing in through your browser, or stops a waiting sign-in. |
| Connectors… | Opens the Connectors window, for the services Haruno can use in chat. |
| Settings… | Opens Settings, like ⌘,. |
| The version line | Copies the app's version number for a message to support. |
More: sign in and opening Connectors.
Your plan and billing
The plan line is all the app shows about your plan; there are no billing screens. The plan name, for example Business, sets the size of your AI allowance and is set by our team. Usage meters and signed-in devices are on the account dashboard at haruno.ai/dashboard, a website, not the portfolio dashboard. Subscriptions are arranged with our team; importing and closing use none of your allowance, but the questions for management drafted after a close do. See Usage allowance and Pricing and billing.
The Files tab
The Files tab (⌘3) shows the folder Haruno works in, like a Finder window inside the app. In either view that is Haruno's own Workspace folder, ~/Library/Application Support/Haruno/Workspace, until you open another with File ▸ Open Folder… (⌘O). It holds the documents Haruno wrote in a chat. Use it to look, preview and attach files to a chat. Opening another folder starts a new chat; the earlier one stays in History. The books are not in this tab: see what a chat can see, where the books are stored and, to take out a file you added to a company by mistake, removing a file.
Click a column header to sort; the Up button goes back a level. Shift-click or Command-click selects several items and Return opens them; opening more than 10 at once asks first. ⌘F finds in the list. Right-click an item for these commands; most are also in the File menu:
| Command | What it does |
|---|---|
| Add to Chat / Remove from Chat | Attaches the item to the chat box, or takes it off. |
| Live Preview | Opens the document in the preview panel, reloading as it changes. |
| Quick Look, Get Info | Shows the file in Quick Look, or the item's details. |
| Open in Default App, or Open | Opens a file in its usual app; Open on one folder shows its contents here. |
| Rename…, Duplicate, Move to Trash | Renames, copies beside the original, or trashes after you confirm. |
| Reveal in Finder, Copy Path | Shows the item in Finder, or copies its full path. |
| New File…, New Folder… | Creates an item in the folder you are looking at. |
Which files Haruno opens
Haruno opens documents, images, audio and video in their usual apps, such as PDF, Word, Excel, PowerPoint, CSV, text and Markdown files; web pages open in your browser. It never launches apps, scripts or installers. For any other file it shows Haruno can’t open “<file name>”; choose Show in Finder.
The preview panel
The side panel to the right of the chat has two tabs, shown as an eye and a checklist at its top. Preview shows a document Haruno wrote for you, or a file you chose, and is where you save, print or share it. Activities lists what Haruno is doing. The panel exists only beside Chat, so opening a document in it switches the window to Chat. Beside the other pages the chat itself opens as a panel; see chat beside a page.
| You do this | What happens |
|---|---|
| Click Preview on a file card in the chat, or choose Live Preview on a file in the Files tab | It opens in Preview, and reloads when the file changes. |
| Ask Haruno for a memo, a board paragraph or a plan | Haruno is instructed to write it as a document in Preview. |
| Send Haruno a message | The panel opens on Activities, unless you hid it in this chat. |
Preview shows web pages, Markdown and PDF files inside the folder Haruno works in, not CSV files, so the adjustments log opens in your spreadsheet app. Reports are not shown here: they are tabs on a company's page, and Export… saves them. The panel button in the Chat toolbar, or ⌥⌘0, shows or hides the panel, and ⇧⌘P closes the document. See open a report and documents Haruno writes.
Save as PDF, print or share
While Preview shows a document, the toolbar button Export or share the document (a square with an arrow) turns it into a PDF: choose Save as PDF…. Export… on a report's … menu is different: it saves the report as a PDF and a web page in a folder you choose.
| Menu item | What you get |
|---|---|
| Save as PDF… | A PDF on your Mac's default paper size, always in the light colors whatever your Theme. A table too wide for the page, such as a statement with a column per month, is split into blocks of columns that each repeat the row labels, and a table that runs onto another page starts it with its headings. A PDF prints one way up: it turns landscape only when wide tables make up at least half of the document, as a statement package with many months does. |
| Save as Image… | One or more PNG images. |
| Print… | The macOS print dialog, printing the same PDF as Save as PDF…, so it has the same blocks of months, repeated headings and margin. The print dialog still chooses the printer, the paper and the copies; a page that does not match the paper is turned to fit it and scaled down, never enlarged. |
| Share… | The same PDF as Save as PDF…, for Mail, Messages or AirDrop. |
| Copy as Rich Text | The document on the clipboard, for Mail or Word. |
| Open in Browser | The document in your browser. |
For a PDF file the button offers Save a Copy…, Print…, Share…, Copy Text and Open in Default App. Before you send a PDF, read before you send a PDF.
The Activities tab
Activities lists what Haruno does in the open chat. Actions is always there; the other sections appear once they have something in them. The normal view lists only files you can open; the Advanced view shows everything.
| Section | What it lists |
|---|---|
| Actions | Each step Haruno takes, grouped under its task. |
| Agents | Helper tasks running in the background. Stop all ends them; the chat box's Stop button does not. |
| Artifacts | The files Haruno produced in this chat. |
| Sources | The websites and files Haruno read. |
See while Haruno works.
The other menus
Besides Books, the menu bar has Haruno, File, Edit, View, Chats, Window and Help. Most of their commands also have a button on a page or a shortcut below. Worth knowing:
| Menu | What it holds |
|---|---|
| Haruno | About Haruno, which shows the version, and Check for Updates…, which works even with the window closed. |
| File | Export As saves the open chat as plain text, Markdown or a web page. |
| Edit | Search Chats, Copy Chat and Copy Chat as Markdown. |
| View | Show Chat Panel or Hide Chat Panel on pages other than Chat; on History, Last Activity, Sort By and Group By. |
| Help | What's New in Haruno, Keyboard Shortcuts and Privacy Policy. No link to this guide yet: bookmark haruno.ai/docs. |
Haruno also checks for updates when it opens and every hour; see updates.
Keyboard shortcuts
Help ▸ Keyboard Shortcuts (⌘/) lists your view's shortcuts; the standard ⌃⌘S and ⌘, are left out. The Books menu has none. Keys for the chat box are in keyboard shortcuts for chat.
General
| Keys | Command |
|---|---|
| ⌘1 to ⌘5 | Portfolio, Chat, Files, History, Scheduled |
| ⌘6 | Git (Advanced view, in a Git repository) |
| ⌘N | New Chat |
| ⌘. | Cancel Turn: stops Haruno's reply |
| ⌥⌘0 | Show or hide the side panel on Chat (listed as Show Activities), or the chat panel on other pages |
| ⇧⌘P | Close Preview |
| ⌃⌘S | Hide or show the sidebar |
| ⌘, | Settings |
| ⌘O | Open Folder…: choose the folder Chat and Files work in |
| ⌃⌘P | Cycle Permission Mode (Advanced view) |
| ⌘F, ⌘G, ⇧⌘G | Find, Find Next, Find Previous |
| ⌘K | Search Chats: opens History with the search field ready |
| ⌘/ | Keyboard Shortcuts |
Files tab
| Keys | Command |
|---|---|
| ⇧⌘N / ⌥⌘N | New File… / New Folder… |
| ⌘A | Select all |
| ↩ | Open |
| Space or ⌘Y | Quick Look |
| ⇧⌘Y | Live Preview |
| ⌘I | Get Info |
| ⌘D | Duplicate |
| ⌘⌫ | Move to Trash |
Closing the window and quitting
Closing Haruno's window quits the app, unless Run in the background is on (the default) and a scheduled task is turned on, or Sync QuickBooks is on with a company to sync; then Haruno keeps running in the menu bar. If Haruno is replying, its helpers are working or a scheduled task is running, quitting asks Quit while Haruno is still working?. See keeping Haruno running.
See cancelling a close.
Languages
Haruno for Mac comes in English, Japanese, Traditional Chinese (worded for Taiwan) and Arabic (laid out right to left). It follows your Mac's language unless you choose one in Settings ▸ General ▸ Appearance ▸ Language; click Restart Now to apply it. The app's labels and messages, and Haruno's chat replies, change. Reports, sentences from the books (mapping review rows, close messages) and some sign-in errors stay in English.
On Windows
Haruno for Windows has the Portfolio, company pages and the month-end close too; see what the Windows app does. Its window differs: it has no Books menu, and it opens on the page you last used, Chat on a new install, not on the Portfolio. The sidebar lists Portfolio, Chat, Files, History, Hooks and Scheduled, and Source control in a Git repository; Ctrl+1, Ctrl+2 and Ctrl+3 open Chat, Files and History. The Advanced view switch works as on the Mac, the Help menu has a built-in User Guide, and the app comes in English, Japanese, Traditional Chinese and Arabic. See differences from the Mac and chat on Windows.