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

Hi Laura,

Don't give up! The problem may be a mismatch between the categories in the Budget sheet and the Transactions sheet, as Wayne and quinn have said.

Go to the Transactions sheet and double click on the column label C (Category) to select all the body Cells (that will select every row except Row 1 which is a Header Row). All of those selected cells are formatted as Pop-Up Menu.

You can edit (add, delete or rename) menu items in all of those Pop-Up Menus in one go.

Also, you can drag menu items into the order that best suits you.

Click on the plus sign to add a menu item.

Click on the minus sign to delete a menu item.

Click twice on a word in a menu item to edit the name.

For example,

Please call back with questions.

Regards,

Ian.

Hi laurafromleesburg,

You might check your spelling!

quinn

Hi Laura,

With all body cells selected in the Category column, click on Merge Menu Items. All cells will then have the same list of Pop-Up Menu items. Then look at the list to see if there are menu items that you want to delete, rename or add.

Regards,

Ian.

Please post a screenshot using the procedure here:

https://discussions.apple.com/docs/DOC-6591

make sure to have a cell selected in the table "SUMMARY BY CATEGORY" when you take a screenshot

same for the table TRANSACTIONS

OK now post the transactions from the second sheet:

The way the template you started with was set up, was that it summed the values in column D which was titled "Amount" you have added columns to that to suit your way of working. I would encourage you to start over with the template and enter positive values for income and negative values for expenses. If you want to add those columns then you can change the formulas to account for this.

I think this formula change may work. I'm guessing a little because all the columns are not there and I don't see the formula in the first screenshot you posted.

In the table "SUMMARY BY CATEGORY"

select cell C2, then type (or copy and paste from here) the formula:

=SUMIF(Transactions::C,A2,Transactions::$F)-SUMIF(Transactions::C,A2,Transactions::$E)

then type the enter key.

now hover the cursor over the bottom edge of the cell C2. I small yellow dot should appear. click and hold on the yellow fill control and drag down to fill this formula down for all the categories. In you case you should drag down thru C20

laurafromleesburg wrote:

When I go to the ira line (and those below) there is no formula bar on the bottom like you're showing in the picture above. There is one on the lines that have sums entered in them.

If you're talking about quinn's screenshot, that's not a formula bar on the bottom. That's the formula editor, which becomes visible when you single-click in a cell and type = or when you double-click in a cell that already has a formula in it.

He double-clicked the cell with the formula in it (C10 in his example) and then dragged the formula editor down to take a nice screenshot. So try double-clicking the cell with the formula in it.

For basics on the Numbers interface I highly recommend going in your menu to Help > Numbers Help and having a look around there.

SG

did you start with the built-in template?