Using Numbers Personal Budget template I can't figure out how to change the categories in both tabs (budget and transactions)

Sorry, I don't really understand this reply.

Popup menu is a data format. You find it on the right side bar Format>Cell>Data Format> Popup Menu. Change, delete, go wild. If you edit the first one you can copy it, select the rest of the column and paste. If you find you want an additional in a month or so you can enter it as text (after deleting the popup), then select it and the popup above and choose the popup format instead of multiple and you will have added it to that popup. You will need to fill it to the rest of the column.

On the Budget tab I've added new categories.

In the Transactions tab, if I format the cell and add a new pop-up menu item, how does it know how to link it to the category on the budget tab? If I make a budget category called 'groceries', for example, Then go on the Transactions tab and add a new pop up item called 'groceries', then enter in a transaction and click on 'groceries' in the pop up, nothing happens on the budget tab. They are not linked together. What am I missing?

Thanks!

Hi artlisavz,

There are 2 places to make changes.

I assume this is where you have already changed things:

The Budget tab- Summary by Category- just click the name and change it. Or else you dragged the "=" at the lower left to add rows. Added your categories.

You need to edit the popup in the Transactions tab- Category popup.

Popup menu is a data format. You find it on the right side bar Format>Cell>Data Format> Popup Menu. Change, delete, go wild. If you edit the first one you can copy it, select the rest of the column and paste. If you find you want an additional in a month or so you can enter it as text (after deleting the popup), then select it and the popup above and choose the popup format instead of multiple and you will have added it to that popup. You will need to fill it to the rest of the column.

If you added additional categories, you want to update the pie chart.

Click the pie chart, click "Edit Data References", drag the section to include your added categories.

quinn

I was having the very same problem and stumbled across this thread. I was about to beat my head against the wall as I am also new to Mac Numbers. After seeing how simple it is I am liking it more and more!

Thanks t quinn!

Thanks AHartzel,

Always good to be appreciated. It is a fun program.

quinn

Hi Skazzy,

First, check your spelling. If the popup item and your category are spelled differently you will get no result.

Next. I am wondering how you added the category in the Budget tab. If I add it to the table "Summary by Category" by first adding a row by clicking the "=" on the lower left, I can add my new category no problem. It shows up automatically in the bar chart. In the pie chart I had to click the chart, click "edit data references" and make sure my new category was selected as a data reference. Everything seems to work.

The formula in column C of "Summary by Category" is the link between the two sheets. The SUMIF() looks a column A and looks for a match in the transactions table column C, returns the value in column D.

quinn

Hello,

I am hoping you can help with a problem I am having in Numbers Budget as well.

I have my transactions all entered and categorized in the Transactions Tab. Thanks to your other tutorial posts.

When I go to the Budget tab, the table column labeled Actual did not carry over the transaction totals from the Transaction Tab and I therefore see a bunch of zeros in my Actual Column. But, Four of the categories transferred the data and the other 14 did not. I don't know why some calculated and transferred and some did not.

Do you know how I can get this to work properly? Thank you.

Hi YpsiChick,

Check your spellings. The categories must agree. I don't think capitalization is an issue but an empty space after would be.

quinn

I am using Numbers Personal Budget Template for the 1st time.

It looks good and works great in the beginning however;

1. (It is June) I inserted all my income, expenses etc. and it automatically added the information

(correctly) and inserted the "Sums" at the bottom of the page at the location: "Annual Budget By Month"

2. ?; I would like to add information to previous months however there is nothing to click on to bring me to

previous months sheets. How do I create them or get to them???

3. ? ; I would like to work on future months sheets, how do I create them or get to them???

Thank you,

NALPDOG

Sorry for some reason it will not let me post a question so I am asking you directly. Thank you

I am using Numbers Personal Budget Template for the 1st time.

It looks good and works great in the beginning however;

1. (It is June) I inserted all my income, expenses etc. and it automatically added the information

(correctly) and inserted the "Sums" at the bottom of the page at the location: "Annual Budget By Month"

2. ?; I would like to add information to previous months however there is nothing to click on to bring me to

previous months sheets. How do I create them or get to them???

3. ? ; I would like to work on future months sheets, how do I create them or get to them???

Thank you,

NALPDOG

Hi NalpDog,

I haven't actually used the template myself so I haven't thought about how to expand it.

SG offers a solution here

Monthly Budget Template not being Monthly?

I think it needs Numbers 3.5 but I am still on 3.2. Check it out and see if it works for you.

quinn

This was very helpful and easy, thank you for your contribution.

Thanks, Nufdapop

quinn

Thank you Artlisavz for a great post.🙂

Can one have more that one Tab (e.i Transactions, Transactions-1, Transactions-2) and have the pie chart summarising from a specific transaction tab?😕

"Can one have more that one Tab (e.i Transactions, Transactions-1, Transactions-2) and have the pie chart summarising from a specific transaction tab?😕"

Probably, but this isn't a simple extension of the question in this thread. I suspect the discussion may get a bit complex.

Please post it as a new question.

Regards,

Barry

On a second look at your question:

Yes. Use a separate Summary table to summarise only the Transaction table that you want to chart, and attach the pie chart to that table.

You can have a separate Summary table that collects and summarises data from all three (or more) Transaction tables, including the data from the table you want to chart. That table would use a formula similar to the one below.

Transaction tables: T1, T2, T3

Categories listed in column B

Amounts listed in column C

Summary tables:

Categories listed in column A

sums listed in column B

Formula in Sum2::B2, and filled down

B2: =SUMIF(T2 :: $B,A,T2 :: $C)

Formula in SumAll:: B2, and filled down:

B2: =SUM(SUMIF(T1::$B,A,T1::$C),SUMIF(T2::$B,A,T2::$C),SUMIF(T3::$B,A,T3::$C))

Regards,

Barry