6 Replies Latest reply: Feb 1, 2013 6:52 AM by VRS
VRS Level 1 Level 1 (0 points)

On my checkbook spreadsheet, I have used a new category and I have added the category on a new last line in "Account Categories".  However, when I post an amount to the new category on the speadsheet, it does not appear in "Account Categories" as the amounts do that are added to previous existing categories.

 

What should I do to get the amount to appear in the Account Categories new category?

 

Thanks for your help.

 

Vernon


MacBook Pro, OS X Mountain Lion
  • 1. Re: Adding Category to Account Categories
    Jerrold Green1 Level 7 Level 7 (28,995 points)

    VRS,

     

    There are two things to be done when adding to that summary table.

     

    1. Add a Row by clicking the Add Rows handle.

     

    2. Type the new category name into Column A.

     

    Screen Shot 2013-01-31 at 4.56.00 pm.png

    Notice how the formula in Column B has been retained, but is awaiting the entry of a Category Name.

     

    The name must exactly match the name in the Transactions table.

     

    Jerry

  • 2. Re: Adding Category to Account Categories
    VRS Level 1 Level 1 (0 points)

    Jerry, thanks for your reply and suggestions.  However, what you said is exactly what I had done previous to posting my request for help.  After adding the row, I did enter the exact name under Transactions but the cell under Amount remained blank.

     

    Also, I have deleted the row and repeated the operation with the same result.  No amount was picked up from the Transacations.

     

    Do you have any other suggestion?

     

    Thanks again for your response and help,

     

    Vernon

  • 3. Re: Adding Category to Account Categories
    Jerrold Green1 Level 7 Level 7 (28,995 points)

    Vernon,

     

    Try my procedure with a new document from the Template and see if it works. If it works on a new template, then there is something you did prior to adding the row that has affected the autofill feature.

     

    Or, if you don't care to look for the cause, just Copy one of the Amount cells that are working properly and Paste it into the new row.

     

    Jerry

  • 4. Re: Adding Category to Account Categories
    VRS Level 1 Level 1 (0 points)

    Jerry, your suggestion solved my problem when I copied the formula from the preceding Amount cell. This save a lot of time for me but I will pursue the cause later. 

     

    Thanks for your help.

     

    Vernon

  • 5. Re: Adding Category to Account Categories
    Jerrold Green1 Level 7 Level 7 (28,995 points)

    Vernon,

     

    The most likely cause for the autofill not working is that you did something that changed one of the cells in the Amount column. Autofill will only work if all the expressions in that column's body rows are exactly alike. If you added a blank or altered (not just new, but different) row above, for instance, that would kill autofill.

     

    Jerry

  • 6. Re: Adding Category to Account Categories
    VRS Level 1 Level 1 (0 points)

    Jerry, that is exactly what I did!!  I added a row!

     

    Thanks again for your responses to my post and your help.

     

    Vernon