Help!
Loving the budget template, but I would like to be able to create an entire years worth of a buget with out creating a whole new transaction/budget page for each month. How do I get the new transaction to identify a new budget chart?
Thanks, Emily
MacBook Pro, iOS 7.1.1
Hi Emily,
The budget template is useful. But it's not clear to me what you want to add to it. Can you restate your question?
SG
Emily,
No need to think the budget template is only for one month. Just keep typing the date in the date column of the "Transactions" sheet and the details will update. You should adjust the budget categories to match the duration of time you want to use.
If you do want month-by-month, then you can switch to the "Transactions" sheet, select the table, cut
then switch back to the "Budget" sheet, paste.
Now rename the "Budget" sheet something like "Budget Jan 2014", and delete the "Transactions" sheet. Set the budget for Jan in the column I highlighted above. The subsequent months, duplicate the monthly budget:
Then adjust the the entries in the transactions table inside this sheet.
Emily,
Would something like this work for you?
Jerry
Jerrold,
I had a similar question to Emily's. I had hoped there would be a comprehensive template for the year but with individual monthly components that flowed on from each other and with an annual summation. Does your table above do this? If so how can I (a complete novice) construct it?
Jennifer
Within the budget template; how would one create an entire year worth of a budget; with out having to create a separate page for each month?
