Numbers Personal Budget template budget sheet and transaction sheet not syncing

I have used the personal budget template to make monthly budgets, the 2nd 3rd ones I have made, the budget sheet and transaction sheet do not link, to get a running tally on budget page.

the Budget sheet I have added rows to have a total of 22 rows. (which is the same on the first one - which works!) what have I done wrong?

MacBook Pro 13″, macOS 14.2

Posted on Mar 20, 2024 3:32 PM

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Posted on Mar 21, 2024 11:35 AM

The template should work if the category names in column A of the 'Summary by Category' table exactly match the categories used in column C of the Transactions table (which are usually entered via Pop-Up Menu, which needs to be changed to include any new categories you have added).


SG

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Numbers Personal Budget template budget sheet and transaction sheet not syncing

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