Hey All, I’m new to Numbers and I am working on an iPad Air. Using the Personal Budget template, I'm trying to create multiple transaction forms for each month so that I can track our spending by month and have it pull to the main budget sheet. I have successfuly duplicated the transaction sheets, creating one for each month, but I can’t figure out how to connect the duplicates to the Budget page to achieve those results.
iPad Air, iPadOS 17
Have a look at this expanded version of the template (Dropbox download).
The idea is to continue entering your transaction data in one place, and pull out monthly summaries from that data. In spreadsheets that's usually much easier and more efficient than scattering data input across various places in your document and then trying to consolidate it in one place.
SG
Have a look at this expanded version of the template (Dropbox download).
The idea is to continue entering your transaction data in one place, and pull out monthly summaries from that data. In spreadsheets that's usually much easier and more efficient than scattering data input across various places in your document and then trying to consolidate it in one place.
SG
Thanks for getting me the information. I’ve downloaded the tables but for some reason, most likely operator error, when I entered an amount in month 3 it didn’t effect the transaction table. I’m just playing around with the tables “as is” trying to see how they work. Is there a tutorial?
OK, I think I figured it out. I was over thinking it. It looks like I enter the income each month in the Income & Expenses table and then at the end of the month enter the expenses from the month column there as well. Can the headings be changed to the names of each month or will that disrupt bthe formula?
Enter transactions in the Transactions table on the Transaction sheet. They should then summarized on the Budget sheet. The only thing you should be entering on the Budget sheet are the Annual Budget figures.
SG
Thank you! I’m going to re-do my budget this week using the new table. I really appreciate your help.
Hello again!
It’s a new month and I have a new issue. I hope it’s something simple.
When I make entries in the transactions sheet the new month (3) isn’t effecting the Actual and Difference column like it did in the previous (2)month. I’ve attached a screen shot.
Hello again!
It’s a new month and I have a new issue. I hope it’s something simple.
When I make entries in the transactions sheet the new month (3) isn’t effecting the Actual and Difference column like it did in the previous (2)month. I’ve attached a screen shot.
What are the formulas you have in C2 and D2, filled down?
C2 should have:
=SUMIF(Transactions::E,A2,Transactions::$C)
C3 should have:
=SUMIF(Transactions::E,A3,Transactions::$C)
etc.
D2 should have:
=B2−C2
D3 should have:
=B3-C3
etc.
SG
First off, I want to thank you for helping work with this. I’m way into unfamiliar territory.
I tried to change the formula but I received a red bar with a warning and a couple of exclamation marks in the cells.
I entered the original formula to get back where I started. (See screenshot) What’s happening is the actual and difference columns are tallying the current month and previous months together. I thought the table would work in a manner of displaying the months budget, actual, and difference depending on what month I clicked on. Is that possible to do?
The original formula says look at the category in column A and sum up all the entries in the Transactions table that have been assigned that same category.
It's like a "year-to-date" figure.
You can always "eyeball" the total at the bottom of a single month column to see how you are doing for that month.
SG
Ok, I get it now. Now all I have to do is find a way to get rid of all those red parentheses numbers.😬
Thanks again for your help! You are a hero!
Adding Monthly Transactions Sheets to Numbers Budget
