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Need help with formulas for a Personal Budget in the Numbers App.

I am using the Personal Budget template in the Numbers App and I changed the categories, but I must have done something wrong. I used the pop-up menu under the Cell tab on the Transactions page. On the Budget page, when I changed them, they showed up under the "donut" chart, so everything looked like it was working, but now they don't sync between the Transactions page and the Budget page. When I enter a transaction, it does not change anything on the Budget page. Is there somewhere with step by step instructions on the formulas, etc?

Any help is greatly appreciated.


MacBook Pro 15", 10.14

Posted on Feb 13, 2019 11:57 AM

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Question marked as Top-ranking reply

Posted on Feb 13, 2019 7:03 PM

Make sure the spelling is exactly the same here:




As it is in the Pop-Up Menu cells in column C of Transactions.




You can set up the Pop-Up Menu in one cell with your new categories. Then command-c to copy it, select the whole column, command-v to paste. Then set each cell to the category you want.


SG


3 replies
Question marked as Top-ranking reply

Feb 13, 2019 7:03 PM in response to lnustrakarnats

Make sure the spelling is exactly the same here:




As it is in the Pop-Up Menu cells in column C of Transactions.




You can set up the Pop-Up Menu in one cell with your new categories. Then command-c to copy it, select the whole column, command-v to paste. Then set each cell to the category you want.


SG


Need help with formulas for a Personal Budget in the Numbers App.

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