"Personal Budget" Transactions & Budget Sheet Connection?

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Level 1

4 points

"Personal Budget" Transactions & Budget Sheet Connection?

Help. I'm a 22 year old trying to start taking responsibility for my finances and I could use any and all help adulting. So I'm using the Numbers "Personal Budget" template. I've input all of my transactions into the Transactions sheet and delineated the category for each based on the drop down menu. I feel like there's got to be a way to make the transactions added up for me based on the categories, so that they will show up in the "Summary by Category" section. How do I make these sheets play nice?

MacBook Pro, OS X Yosemite (10.10.2)

Posted on Mar 14, 2015 1:36 PM

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Answer 1

t quinn

Level 5

7,063 points

Mar 14, 2015 3:26 PM in response to miss_emma

Hi miss emma,

It sounds like you have already done the hard stuff- adding items to the popup.

If you click the "=" to add another row to the "Summary by Category" table you can enter your new categories there. The formulas should fill down. If your caategorie names don't match exactly you will not get your data.

Here is a similar question

How to edit category selection menu on the transactions sheet of Personal Budget template?

Let me know if you have any questions.

quinn

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Answer 2

SGIII

Level 8

37,562 points

Mar 14, 2015 3:24 PM in response to miss_emma

The trick is to make sure the category names you use in the Category column on the second sheet (Transactions) exactly match the names you have in Category column in the SUMMARY BY CATEGORY table on Budget sheet. I'm guessing you customized the categories on one or both of the tables and they are no longer matching.

You'll see that the formula in the Actual column of SUMMARY BY CATEGORY (cell C2) is:

=SUMIF(Transactions::C,A2,Transactions::$D)

This simply tells Numbers to sum up all amounts in column C of the 'Transactions' table where the category name in column C of that table is the same as the category name in cell A2 of this (the summary) table. If you changed category names in one place but not the other then the formula thinks there isn't a match and won't sum the amounts the way you want.

(If instead of what I have above, the formula you see in cell C2, looks like this:

=SUMIF(Category,A2,$Amount)

then go to Numbers > Preferences and untick the 'Use header names as labels' checkbox.)

SG

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