Preparing multiple budgets for client

SolidCake wrote:

I want to present multiple budgets ranging from low-budget, mid and high-budget options. These options would have to be as transparant as possible letting the client see what he gets per budget.

When you say budget, do you mean a personal spending budget against which expenses will be tracked? Or do you mean a proposal for a client that costs out various options for services or products that you can offer?

The template, of course, is designed for the former (tracking expenses).

SG

Hi SolidCake,

Are you trying to extract data from a table you already have? Can you copy paste the table here or post a screenshot?

quinn

Sure, that's definitely possible using Numbers. Depending on how many items are in your proposal, you could consider listing the items that make up the proposal in the first column, and then having a column for Low, a column for Medium, and a column for High. The Low, Medium, and High columns could include budget figures corresponding each item listed on the left.

As quinn suggests, it would help if you could provide more specifics about the kinds of things you need to include in your proposal.

SG

SolidCake,

Do you already have a basic format you use? What items do you include in your budget?

What are the factors that separate a low from a high budget for you and your client? In my mind a larger budget means I have more money to spend. So without knowing specifics it is hard to help.

You can do something like this:

C10=SUMIF(C, TRUE, $B)

this is shorthand for, select cell C10, then type (or copy and paste from here) the formula:

=SUMIF(C, TRUE, $B)

select cell C10, copy

select cells C10 thru E10 (click C10, then hold the shift key and click E10), paste