Numbers monthly budget
My transactions I enter in transactions sheet do not automatically post to budget sheet
MacBook Air 13″, macOS 12.0
Apple Event: May 7th at 7 am PT
My transactions I enter in transactions sheet do not automatically post to budget sheet
MacBook Air 13″, macOS 12.0
I am assuming you used the Personal Budget template to create this document.
Have you checked the formula(s) in column C of the Summary by Category table on the Budget sheet?
In cell C2, it should look like the one shown under the table above.
Transactions::C is the column of the Transactions table containing the category to which you have assigned each transaction.
A2 (on 'this table' contains the name of the category to be summed on 'this row' of 'this table' ('this table' is the table containing the formula)
Transactions::D is the column of the Transactions table containing the amount of each transaction.
IF your Mac is set to a region where the period is used as the decimal separator (eg. $123.45) the formula should loo like the one shown.
If your region uses the comma as the decimal separator (eg. 123,45€ )
replace the two commas in the formula with semi colons. ( ; ).
Regards,
Barry
I am assuming you used the Personal Budget template to create this document.
Have you checked the formula(s) in column C of the Summary by Category table on the Budget sheet?
In cell C2, it should look like the one shown under the table above.
Transactions::C is the column of the Transactions table containing the category to which you have assigned each transaction.
A2 (on 'this table' contains the name of the category to be summed on 'this row' of 'this table' ('this table' is the table containing the formula)
Transactions::D is the column of the Transactions table containing the amount of each transaction.
IF your Mac is set to a region where the period is used as the decimal separator (eg. $123.45) the formula should loo like the one shown.
If your region uses the comma as the decimal separator (eg. 123,45€ )
replace the two commas in the formula with semi colons. ( ; ).
Regards,
Barry
Did you change some of the categories? If so make sure they are exactly the same in the Pop-Up Menu in each cell in column C of the 'Transactions' table on the second sheet as they are in column A of the 'Summary by Category' table on the first sheet.
SG
Numbers monthly budget