I set up a numbers budget template for tracking expenses. I may not know the right terminology but

Hi laurafromleesburg,

Upload a pic here:

quinn

Hi laurafromleesburg,

I would like to see if the formulas have copied down into the row of IRA. What do oyu get when you double click in its Actual column?

For instance, here is the formula we should see:

quinn

laurafromleesburg wrote:

Thank you all for the help, wish I was more literate with this.

Have you had a look at Numbers Help in your Help menu? It has lots of useful information on the basics of using Numbers.

For example, to copy a formula into cells below that don't have formulas you can autofill, as explained here in Numbers Help:

SG

Hi Laura,

I found it easier to place both the Summary by Category table and the Transactions table on the same sheet while I was working on the formulas.

Also, I deleted the Budget and Difference columns from the Summary by Category table. We can add them back if you feel they are necessary.

Also, I deleted the graphs. We can add them back if you feel they are necessary.

Here we go with some made up values for Debit and Credit:

Formula in B2 of Summary by Category =SUMIF(Transactions::$D,$A2,Transactions::E)

Fill the formula down and then fill right into the Credits column C.

Formula in Footer cell B21 =SUM(B)

Fill right into C21

Happy Numbering!

Ian.

Please email the document to me to look at. I can fix it and return it to you, then try to explain what I had to do.

you can find my email here: