Numbers Template - Personal Budget

The Category name in column A of the Summary by Category table (first sheet) must match exactly the value you have the Category column C in the Transactions table (second sheet).

If you have added, say, Exotic Food A to the Pop-Up Menu in the Category column C then you need to add a row with that exact same spelling in column A of the summary table.

SG

If I understand your question correctly, I think I remember that it functions like Excel in that when a row is added, you might have to copy the formula above that row's "amount" field to the corresponding field in the new row or rows. It is possible to display the formula in a particular field to ensure that it is accurate. I just don't remember off hand specifically how it's done.

Not entirely sure what you are asking. In the 'Transactions' table amounts are entered in the 'Amount' column. There is no formula there.

The formula in 'Actual' column of the 'Summary ... ' table is =(SUMIF(Transactions::C,A2,Transactions::$D.

That formula refers to the entire columns C and D, and thus will automatically include anything added in new rows in the 'Transactions' table... PROVIDED that you have the spelling consistent, as described above.

SG