Apple numbers bank statements and expenses allocations.

Hi,

I'm trying to figure out the best way to set up a spreadsheet/workbook to upload monthly bank staements to and then have an overall breakdown of where the money has gone each month and also annually.

So far I have built a workbook.

First sheet is summary page of monthly bank staements. a list (column) of expenses, broken down in household expenses, housekeeping expenses, car expenses, children,etc each category has sub headings. Listed in the below picture as MONTH by MONTH

To the right of this I have columns for each month.

I have set up seperate sheets for each downloded bank statement. Named 21-11-17 and 21-10-17 etc etc for 12 months. I have added a column to each bank statement to use as a pop up menu. I have copied the type of expenditure list from the summary page and turned it into an pop up menu, so I can allocate each outgoing to an expenditure type.

Then I have used sumif to collate each outgoing expenditure to fill the summary page with the total expenses by type.

It seems to be working..the above jpeg doesn't show it working but it does. There are two issues

1) my pop up list is very long...i might just have to live with this. and can get round it by typing the item and it jumps to the suggested item.

2) Each time I add a sheet (bank staement) I have to manually go back to the summary sheet recopy the Type of expenditure list, add a column to the bank statement, paste the pop up list, do the sumif to feed back to the summary page.

Is there a way of setting up a template for the aditional sheets that have the sumif and popup menu included?

Also I have read other posts stating it is not the best way to set up individual sheets for each monthly statement. but to use summary tables on the same sheet.

Any wise words as to have to set this up most efficiently would be greatly appreciated.

Thanks