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I have no idea how to set up a pie chart for tracking spending with categories

This is what I want to do to help me track my credit card spending.


I want to make a Numbers sheet where i can jot down how much money i spent on a item, and what category that item would go with (example, food, electronics, gas, so on).


and then i want to have a pie chart that will show much how much money i'm spending in each category and how much of a percentage of the total each category takes up of the whole.


I have no idea how to set this up in a sheet. I tried typing it in a few times and every time i go to make a pie chart, it never shows me any of the results i want to see.


can someone please help me set up a sheet to be able to get this information to display correctly in a pie chart?

Posted on Nov 5, 2013 12:23 PM

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Question marked as Top-ranking reply

Posted on Nov 5, 2013 1:58 PM

Brad,


Create a table with the categories and the data (for now you can make up the data):

User uploaded file

Now add a chart from the Charts menu in the toolbar:

User uploaded file


Now click the "Add Chart Data" button just below the chart.


Now select data (from column B) in the table. Last trick is to click the menu at the bottom-left corner of the window and change the selection to "Plot rows as series" :

User uploaded file


Now add formulas to the table to properly summarize the data from your data entry table using the sumif() function.

4 replies
Question marked as Top-ranking reply

Nov 5, 2013 1:58 PM in response to bradhotdog

Brad,


Create a table with the categories and the data (for now you can make up the data):

User uploaded file

Now add a chart from the Charts menu in the toolbar:

User uploaded file


Now click the "Add Chart Data" button just below the chart.


Now select data (from column B) in the table. Last trick is to click the menu at the bottom-left corner of the window and change the selection to "Plot rows as series" :

User uploaded file


Now add formulas to the table to properly summarize the data from your data entry table using the sumif() function.

Nov 5, 2013 3:04 PM in response to bradhotdog

And, in addition to Wayne's as usual helpful examples and explanations, check out the Personal Budget template at File>New>Personal Budget. It adds one new idea: a Budget column, against which you track Actual spending... if you want to get that fancy. I always get discouraged by that sort of thing.🙂


SG

I have no idea how to set up a pie chart for tracking spending with categories

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