Numbers Personal Budget Template

The "Actual" column is column C of the Summary by Categories table.

In cell C2, you should find this formula:

SUMIF(Transactions::C,A2,Transactions::$D)

Categories are listed in column A of this table, and in column C of the transactions Table.

Amounts of each transaction re listed in column C of the Transactions table.

In C2 of this table, you should see the sum of all transactions whose category is the value in cell A2.

If that is not happening, please provide a screenshot of the Transactions table, one of the Summary by Category table, and a copy of the formula in the Actual column so we can better see what the issue is.

Regards,

Barry

Double click on a cell containing a formula to open the Formula Editor and see the formula.

You can move the formula editor to a location where it is not obstructing the view of the result in the cell. For a screen shot, I wold drag the editor into a posiion immediately below the table (like the image below)).

Here are the instructions for taking and posting a screen shot of part of your screen:

To take a screenshot of part of the screen:

• Place the mouse pointer at the top left corner of the area to be captured.

• Press shift-command-4

(The pointer will change to a crosshair)

• Press and hold the mouse button and drag the crosshair to the bottom right corner of the area to be captured.

• When the selection rectangle holds the area you want to capture, release the mouse button.

(You'll hear a 'shutter click,' and the image will be saved as a file on your desktop, with the name Screen Shot, followed by the date and time the shot was taken.)

Your screenshot of a table should be taken while the table or one of the cells in the table is selected, making the table active, and ensuring that the row and column reference tabs are visible. Please include these tabs in any screenshot images.

To insert an image in your post:

• Place the insertion bar at the point you want the image inserted.

(I usually press a return after the line of text I want above the image.)

• Click the 'two mountains' button, second from Right in the set below the message composition window.

(This will take you to a Finder window showing the files on your Desktop. If they are sorted by Date, descending from most recent, your screen shot should be at or very near the top of the list.)

• Double-click the Screen Shot's icon.

(The window will close, you;ll b taken back to your message, and after a short pause, the image will appear in your message.)

• Press return to start a new line below the image, and carry on.

Regards,

Barry