Expense Tracking and Reporting

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Level 1

8 points

Expense Tracking and Reporting

Hello all!

I want to start tracking expenses on a Numbers spreadsheet.

I am envisioning that I will keep a record of all expenses on one page and choose what type of an expense it is in a drop down menu that is listed in a partiular column. I want the list of avaliable expense categories to be in a seperate page on the worksheet.

On a third page, I will want to create reports showing the amount spent in each expense category.

So bascially, I need to know how to link data between pages.

Thanks in advance for the help.

Posted on May 8, 2014 12:25 PM

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Answer 1

May 8, 2014 1:08 PM in response to Bogle45

There is a Personal budget template already included with Numbers for iOs that pretty much does what you are looking for, with the exception of storing drop down values on a seperate sheet. You might be able to accomplish this with with a Lookup or one ot its variations, but including the values as part of the cell format is actually easier.

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Answer 2

Bogle45 Author

Level 1

8 points

May 13, 2014 5:15 AM in response to Kilgore-Trout

Thanks James, I had over looked this template, it is a good start to what I'm wanting to do.

The next question, I am making a master transaction list that contains all transaction. I will specify which account that transaction is associated with in a column on that table. I want to copy entire rows that are associated with account "A", as defined in the column, to table "A". Is there a way to do this?

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Answer 3

May 13, 2014 9:09 AM in response to Bogle45

Programatically I don't know of anyway to directly copy (other than manually). In Excel, the lgoical way to handle this would be using a pivot table, or a script, which Numbers on iOS doesn't support. There may be a way to populate an alternate table via formulas, but I'm not sure of what the best approach would be to acheive exactly what you are looking to do.

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Answer 4

Bogle45 Author

Level 1

8 points

May 13, 2014 10:48 AM in response to Kilgore-Trout

Well, I was hoping for a better answer than tha, it seems like such a simple concept.

Thanks for the help, James!

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Answer 5

May 14, 2014 6:58 AM in response to Bogle45

Actually it is a problem begging for a relational datebase, which neither Numbers or Excel qualify as. Not as simple as as it might appear on the surface; at least not as originally described. Excel can probably handle it using some some scripting, but Pages (iOS), I don't think so.

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Answer 6

Bogle45 Author

Level 1

8 points

May 21, 2014 12:59 PM in response to Kilgore-Trout

Okay, next question.

I am using the personal budget template on the Numbers app.

In this template it display what is being spent in which categorey, but as a total. Is there a way to create monthly or year reports? That way I could compare month to month speding.

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Answer 7

May 21, 2014 1:10 PM in response to Bogle45

Possibly. In excel I would use a Pivot table for that (but Numbers doesn't support pivot tables). You might start by having a look here: http://help.apple.com/numbers/ipad/2.2/#/tan727173a8

Have you considered something like Mint.com? I've been using the iOS app for a couple of years. That functionality is pretty much built in.

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