I'm using the Personal Budget template on Apple Numbers. How do I create separate monthly budgets using this template? Also, how do I then track my total expenses by month?

Question

Level 1

6 points

I'm using the Personal Budget template on Apple Numbers. How do I create separate monthly budgets using this template? Also, how do I then track my total expenses by month?

I'm using the Personal Budget template, and I've inputted all of my categories and budget amounts.

However, I'm not sure how to create a blank sheet (both transaction and budget) for next month. Do I just duplicate and then delete all transaction info on the copied sheet? I tried doing that, but the duplicated transaction sheet is still linked with the original budget sheet.

Also, how do I then keep track of my expenses by month?

One final question - Let's say I come into some extra money during the month and want to put some of it towards one of the categories. OR...I received a delayed cash back on something I purchased and need to credit it back to my budget. Is there a way i can add back to my budget?

THANK YOU IN ADVANCE!

Posted on Jan 31, 2017 7:35 PM

Reply

Answer 1

Barry

Level 9

60,023 points

Jan 31, 2017 7:53 PM in response to kima03

Hi Kim,

There are three different versions of Numbers which can be run on the latest or recent versions of Mac OS X oe macOS.

Each has a Personal Budget template, and each? template is different.

Which version of Numbers are you using?

Which OS version are you using?

"The latest" has often proven to be an incorrect answer.

For the correct answers look at the first menu items in the Apple Menu (About this Mac) and the Application menu (labelled "Numbers" when Numbers is the active application.).

That information is key to providing you a correct answer on th first attempt.

Regards,

Barry

Reply

Answer 2

SGIII

Level 8

37,562 points

Feb 1, 2017 6:50 AM in response to kima03

Assuming you are using a reasonable recent version of Numbers (the previous versions with different templates were discontinued many years ago) then downloading the following "expansion" of the template may give you what you want:

Budget template expanded.numbers (Dropbox download

Note that I have kept just one 'Transactions' table and extract monthly summaries from that in the expanded 'Expenses by Category and Month' table. I find that more efficient than having a different sheet for each month and then trying to consolidate those monthly sheets.

The categories can be modified by changing them in two places:

1) the Pop-up Menu in column E of the Transactions table

2) column A of the 'Expenses by Category and Month' table

The spelling in those two places has to match exactly.

On your final question, an easy way to "add cash back in" is to enter it like any other transaction in the 'Transactions' table except make it a negative number. That way it will reduce your expense total in the category you assign it to via the Pop-Up Menu in column E.

SG

Reply