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Adding Category to Account Categories

357 Views 6 Replies Latest reply: Feb 1, 2013 6:52 AM by VRS RSS
VRS Level 1 Level 1 (0 points)
Currently Being Moderated
Jan 31, 2013 1:52 PM

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
  • Jerrold Green1 Level 7 Level 7 (28,270 points)
    Currently Being Moderated
    Jan 31, 2013 2:01 PM (in response to VRS)

    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

  • Jerrold Green1 Level 7 Level 7 (28,270 points)
    Currently Being Moderated
    Jan 31, 2013 3:32 PM (in response to VRS)

    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

  • Jerrold Green1 Level 7 Level 7 (28,270 points)
    Currently Being Moderated
    Feb 1, 2013 5:00 AM (in response to VRS)

    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

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