Use categories and sorted files

Hi Beth,

Here is a template that I "rescued" from Numbers '09 before that version became obsolete. (You can tell from the Date column!) It converted nicely to later versions of Numbers.

The reason I suggest this approach is because instead of using the Categories feature of newer versions, it uses SUMIF in another table and leaves the Transactions table unchanged. Also, it allows debits and credits in the same column which is more intuitive to me.

Formula in B2 of the Account Categories table is SUMIF(Transactions::$D,A2,Transactions::E)

Fill down.

Regards,

Ian.

P.S. I think SGIII was asking you to post a screen shot in a new reply to your original question:

Using categories AND sorted files with one set of data

But no matter, here we are!

Not sure what you are asking but a running balance is usually a chronological thing so the only correct sort for this table is by date. If there are no formulas, just typed in data, the balance will be out of order after a sort or categorizaton, just like the dates will. If the balance is determined by formula, it will either be incorrect for the date on the same row or the formula will break and cause an error.

Take a look at the Personal Budget template. It might do what you need, with a few modifications.