income expense tracker for a business, how can I build one from scratch. I created one in excel but the formulas won't transfer
[Re-Titled by Moderator]
Original Title: Income and expense tracking
iMac 27″, macOS 26.3
What functions are you using in Excel that don't transfer?
There are some functions that Numbers doesn't support, mostly around the high-level statistical and financial areas, but all of the common ones should be highly portable, and most income/expense trackers are pretty straighforward at the end of the day.
That said, Excel's approach to spreadsheets is different to Numbers'. Numbers highly favors discrete tables, so I'd err towards one table for all transactions, with separate call-out tables that perform lookups/filters/etc. to categorize, sort, and present the data in a portable way that makes sense.
Everyone's needs are different, though, so there's not likely to be a one-size-fits-all approach.
If you have one for Excel, why not stay with Excel? It is the standard for spreadsheets, especially for businesses, and Word is the go-to for documents. If it is the subscription model (and its recurring cost) turning you away, you can "buy" the Home & Student version that has Excel, Powerpoint, and Word (no Outlook or Access database). But, if you really want to move it to Numbers, we can try to help. Hopefully what you have in Excel will start the project a few steps away from scratch.
How do I build an income and expense tracker for a business from scratch?
