We just switched from Microsoft money '97 to Iwork numbers and I don't know how to create a checkbook ledger. With microsoft all you had to do was put in the amount and it would subtract/add it for you but I can find nothing like that for Iworks. HELP!!!!!!
Mac Pro
iWork Numbers is a spreadsheet program and is most similar to MS Excel NOT MS Money. You can make a simple ledger using Numbers where you enter the data and enter formulas to perform the mathematical operations to keep the balance up-to-date.
You can make a table where:
Once column is, for example, "Transaction Date", the next is "Type", the next is "Deposit", the next is "Withdrawl", and finally the "Current Balance"
"Current Balance" is the sum of the previous "Current Balance" + "Desposit" - "Withdrawl"
Here is my quick example:
F2=D2-E2
F3=F2+D3-E3
You can fill F2 down (to make the balance auto update for those rows) by grabbing the little circle at the bottom right of cell F3 and dragging straight down to fill the remaining cells of that column.
Thanks for answering! So do I have to put in a formula for each row every time I make a transaction? And if so, are there any other programs out there like Microsoft Money that I could use because this program is definitely not easier. I'm not that skilled!!
Quicken has been the long-time money manager: http://quicken.intuit.com/, another one is "Money", iBank, CheckBook(Pro). The Apple App store has a whole list of money management programs. I am not making a recommendation as I do not use a money management program.
The answer to you question regarding the formulas is that you do have to fill the formulas down but I provided the method for how to perform that action. If you are familiar with MS Excel then you will be able to use many techniques for entering and filling the contents of the cell.
Quicken for Mac does exactly what you are looking for - you can even set up all your credit cards to behave like checking accounts and track it all on one screen
how to create a checkbook ledger
