How to add/edit Categories in Checking Register template?

I read the help info for adding categories and subcategories, but it didn't quite make sense, as I am not a spreadsheet pro...

I'd like to add/edit the category labels -- so that the changes will affect the pie chart, category table, and the selector dropdown in the categories column of the checking register template.

If anyone can help, I'd really really appreciate it!

Message was edited by: mdvia

iMac Intel, Mac OS X (10.5.8)

Posted on Feb 11, 2010 8:42 AM

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9 replies

Feb 11, 2010 9:00 AM in response to mdvia

I figured it out..each has to be edited seperately.

For anyone wondering:

Click the pie chart to activate category table adding/editing, drag the handle to add rows. This will add the new items to the pie chart legend..but each label on the legend must be edited.

Then, use the cells inspector to add values to the pop up menus. I presume these labels must be named exactly as they appear in the category table.

May 16, 2010 10:58 PM in response to Lucas Cussen

Hi Lucas,

A search of posts over the last year and a half on "checking register" brought up a few discussions of this topic. Try these:

http://discussions.apple.com/thread.jspa?messageID=9239527
http://discussions.apple.com/thread.jspa?messageID=9646201

If they don't point you in the right direction, click the 'more options' link at the upper right, set the categories menu to Numbers '09 (well down the list in the iWork section) and the Restrict by Date Range to Last Year. Enter "checking register" (with the quotes) in the search field and click Search. Some of the other 30 messages found may be helpful.

Regards,
Barry

Jul 25, 2010 5:11 PM in response to GliderRider

To add a new category to the popup menu that pops up in column D of the Transactions table, go to the Cell tab of the Inspector. It is the "42" tab. You'll see the list of things in the popup and you can add, delete, or edit the ones there. You cannot sort them. You can add items in the end of the list but not in the middle of the list. Any changes you make affect only the one cell you had selected. The rest of the popups will have the old list. You can copy the cell and paste it to the rest of the cells but it will set all the categories to the same thing and you'll have to change them all back to what they were. It is best to make the change before adding any data to the table but sometimes that ship has sailed.

Changing the popup has no effect on the Account Categories table. To add your new category to the Account Categories table AND have it appear in the chart without having to do anything else, select one of the rows in the middle of the Account Categories table and add a row below it. Type in the name of your new category into column A. Make sure it is spelled the same as you have it in your popup. That's all there is to it.

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How to add/edit Categories in Checking Register template?

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