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Level 1

10 points

Cannot figure out how to get Account categories to add up

I probably laid out my 2013 expenditures poorly and I will do it differently with the new Numbers in 2014, however, I have a list of my expenditures one after the other by month and labelled as to whether it's gas, mortgage, etc. So right now my categories and chart show nothing other than my category listings and I do not know how to get Numbers to add each category up. Can someone advise me how to get for instance all my Gas expenditures from 12 months labeled as "Gas" to add up in the Account Categories as a total? Thanks.

imac, Mac OS X (10.6.7), Have two imacs

Posted on Jan 30, 2014 9:04 AM

17 replies

SilverBear Author

Level 1

10 points

Feb 12, 2014 9:19 AM in response to t quinn

Yea! Finally, something that worked that I can understand...well, not really understand but can monkey see monkey do. Thank you, thank you! Can I bother you to ask what (if any) template would have worked better for what I'm trying to do (record my personal monthly expenses into certain categories and have a yearly summary of each). Thanks again, whew! I'd thought I'd really wasted my time when I couldn't figure out how to get the tables to talk.

t quinn

Level 5

7,043 points

Feb 12, 2014 2:29 PM in response to SilverBear

Hi SilverBear,

I haven't taken a real look at Numbers templates. My belief is they can provide a decent jumping off place for creating your own. A quick glance shows that what you have now is pretty similar to the Monthly Budget template and they have graphs. Just because they call it monthly doesn't mean you have to. I do know that when I used SUMIF on a huge data sheet with 50 different "ifs" it slowed right down. I suspect that won't be an issue for you.

The real question is, "Is this sheet doing what you need it to do?". If the answer is yes then you are golden. I have a couple of sheets I tweak every year as I think of something else it would be interesting to keep track of.

If you like the "Actual Summary" pie chart add one to your Summary sheet and click around and see if you can get it to work.

Ciao,

Quinn

Cannot figure out how to get Account categories to add up