Personal budget template

The two tables/sheets are not connected in that way. They cannot be linked together like that with the method Numbers uses for pop up menus.

There are two ways I can think of.

First way:

1. Type your new category into the table on the Budget sheet. If you care about alphabetical order, put it in the right place or sort the table.
2. Select all the categories.
3. Format the cells as Pop up menu and have it "Start with Blank". This will turn them all into pop ups that have all of the categories in the order they are listed in the table.
4. Copy one of them
5. Paste it into the Category column of the first empty row on the Transactions sheet.
6. Change it to "none"
7. Copy/paste or fill down with it to the last row. All rows from here on will have the new pop up. All rows above will still have the old one. You can merge the two pop ups but it will put your new category at the bottom of the merged list.
8. Next time you need to add a category, after you add a row to the table on the Budget sheet you will have to select and Delete the pop up in column A before you can type your new category into that new row. Then follow the same steps as above.

Second way:

1. Enter your new category into the table on the Budget sheet. Select the cell and Copy
2. Go to the Transactions sheet. In the first empty row, paste your new category, overwriting the pop up menu.
3. Select all the cells in column C other than the header cell.
4. Change the format from "multiple" to "pop up menu" and choose to have it "Start with Blank". It will create a new pop up with your new category at the bottom of the list. It will not be alphabetical like in the first method. All cells in the column will have this pop up.
5. While you're there, scroll down the list and delete the one "empty" item. It is not necessary. You'll only have to do it this one time.

greenskybluetree wrote:

I’m trying to add new categories in the “budget” tab of the personal budget template but those new categories are not updating in the categories column on the transactions tab.

You can go here and add/subtract categories as needed (via the +/- buttons):

Take care to match the spelling exactly with the entries in column A in the 'Summary by Category' table on the 'Budget' sheet.

Once you've set up the menu in the first cell, just command-c to copy, select the rest of the column, and command-v to paste. Then all the cells will have the same (revised) Pop-Up Menu.

SG