numbers monthly budget sheets

Question

numbers monthly budget sheets

someone posted a very helpful tutorial/step by step in setting up multiple sheets in the numbers app to creat one annual summary by category as well as 12 monthly trasaction pages along with a summary by category for each of those months.

It was extremely helpful and helped me formulate those pages, however,

What I'm still trying to figure out is how to make a formula or what function I should use to allow me to see from month to month what my actual amount is if I went over or under in a certain category. Can you help me?

thanks!

Posted on Jun 22, 2018 11:50 AM

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Answer 1

Barry

Level 9

59,951 points

Jun 30, 2018 1:25 PM in response to lesliefromchampaign

Hi Leslie,

"I'm still confused by the fact that it looks like when you add salary and money to categories it is red and the positive numbers are black. That seems backwards from how it normally works"

The Transactions table is tracking your expenses.

Your salary is a negative 'expense,' so it is entered as a negative number.

If you want to enter salary (and other deposits) as positive numbers, you have two choices:

Enter incoming amounts as positive numbers, and outgoing amounts as negative numbers.
OR
Add a column to your table, relabel the Amounts column as "Out" or "Expenses" and the new column "Income", then enter salary amounts and other income in the "Income" column and outgoing amounts in the "Expenses" column.
You will also need to revise the formulas that now ADD the values in the Amount column to ADD the values in one of these columns to the running balance and SUBTRACT the amounts in the other column from the running balance.

Regards,

Barry

Regards,

Barry

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Answer 2

SGIII

Level 8

36,104 points

Jun 22, 2018 12:10 PM in response to lesliefromchampaign

Have a look at this expanded Personal Budget template (Dropbox download).

It's based directly on the 'Personal Budget template at File > New in your menu, but shows a month-by-month summary as well.

SG

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Answer 3

Jun 30, 2018 6:51 AM in response to SGIII

I'm still confused by the fact that it looks like when you add salary and money to categories it is red and the positive numbers are black. That seems backwards from how it normally works. so when I add my monthly salary into my budget each month, I need to do ($1000) and it turns red, correct?

am I doing that right?

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Answer 4

Jul 6, 2018 5:30 AM in response to Barry

Barry, thank you, but I'm still so new to numbers that I don't know how to change things so that when I enter incoming money (income and extra deposits) it goes as a positive number (black) and when I enter transactions of money taken out of categories it goes in as negative number in red...

any other tips or instruction you can give me on how I can do that? I would like to be able to see my negative numbers with the minus sign instead of the money that we deposit with the the minus sign. to me and my husband that is super confusing to see. I also like having the last month's negative or postive balance carried over to the following month and added in with the budgeted amount.

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