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
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
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.
Personal budget in Numbers
