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I’ve successfully used this for a month, but now I’m on the second month, the transactions don’t show in the budget. I have changed the categories in each sheet. I have tried both to use the same sheet by deleting the data & I have opened a new spreadsheet when that didn’t work. It worked before, so what am I doing wrong now?
iPhone 6s Plus
Hi, Many thanks for your response. I’ve discovered what happened. I inadvertently deleted all the data, including the formulae in the cells, so that’s why it didn’t work. It’s taken all day to work out! I have found the expanded template that you mention & have started to use that, now that I know where I went wrong. It is much easier than sorting out every month. Luckily, it is now working perfectly.
Hi, Many thanks for your response. I’ve discovered what happened. I inadvertently deleted all the data, including the formulae in the cells, so that’s why it didn’t work. It’s taken all day to work out! I have found the expanded template that you mention & have started to use that, now that I know where I went wrong. It is much easier than sorting out every month. Luckily, it is now working perfectly.
Without specifics it is hard to guess what the problem is. Did you start your document using the Personal Budget template at File > New in your menu?
If so you may find this expanded template (Dropbox download) helpful. It summarizes by month.
SG
Personal budget in Numbers
