Add catagory or sub in personal budget spread sheet? Food-Dining or Food - Groceries

How to add catagory or sub in personal budget spread sheet? Food-Dining or Food - Groceries?
It can add it to the actual but it does not show up to be reconciled?

Here is one way to do this (description for Numbers 3.0 on the Mac but it's essentially the same in Numbers for iOS):
In the summary table on Budget sheet select the row before which you want to add your new category and in the contextual menu that appears select Add Row Above.
Type the name of your new category in column A (Category) of the new row. Then select the cells in columns B through D in the row above the newly inserted row, move the cursor to the middle of the bottom edge until the yellow dot appears and drag that down into the new row. This fills down formulas into the newly inserted row.
Now go to the Transactions sheet, select the cells in the body of the table in column C (Category) and format them as Pop-Up Menu.
Click the + button to add your new category name, and drag the new category to wherever you want it to appear in the list:
Make sure the name of your category in the Pop-up Menu is spelled exactly the way you spelled it in the summary table in the Budget sheet.
That's it.
SG

Similar Messages

Personal budget multiple sheets

I'm new to numbers and I'm attempting to get my budget under control with the personal budget template. What I'm trying to do is create multiple transaction forms for each month so that I can track our spending by month and have it pull to the main budget sheet. I tried to edit the formulas in the cells but it says that the function uses 2 or 3 entries and I'm attempting to enter 24 (2 for each month). Is there a way I can do this (without creating a new budget each month, since I changed all the categories and that was a pain in the butt!), either with a different function in the cells or by editing what is currently there?
Thanks!

What I'm trying to do is create multiple transaction forms for each month so that I can track our spending by month and have it pull to the main budget sheet.
Do you mean you want separate Transaction Table for each month, and a Summary by Category that pulls all the months together?
If that is what you mean, here is one way to do that with a minimum of changes to the template.
Click (tap) the 'Summary by Category' table in the 'Budget' sheet and choose Copy (on the Mac, click the table, then the "bullseye" upper left, right-click and choose Copy).
Go to the 'Transactions' sheet and paste the table you've just copied below the 'Transactions' table.
Test to make sure changes you make in the 'Transactions' table are reflected in the 'Monthly Summary by Category' table you've just pasted below on that sheet.
Once you've got the 'Transactions' sheet working and looking the way you like, Duplicate Sheet (tab at top) for as many months as you need. Rename the sheets (tabs) to the month names.
Now go back to the 'Budget' sheet, rename it to 'Summary' or 'Annual' or whatever, and change the name of the 'Monthly Summary by Category' table on that sheet to 'Summary by Category' or 'Annual Summary by Category' or whatever.
Now you need to change the formulas in the 'Summary ...' table to add the corresponding cells in the 'Summary..' tables for the individual months. That's the most laborious part, but not too difficult. You have to click (tab) in the first cell (say, the Auto row in the Budget column), type = to pull up the formula editor, go to the first monthly sheet, find the corresponding cell in the summary table there, click the cell, type +, go to the next sheet, click the cell, type + until the formula includes all the sheets.
Once you're finished it will look like this in the formula editor (except it will include all the months; I just set up Jan-Mar):
Accept the formula (green check) and make sure it has added the numbers correctly from the tables in the montthly sheets.
Click once on the cell with the formula you just entered, command-c to copy, select all the body cells in that Summary table, and Edit > Paste and Match Style.
You should now see annual values in the table now, and the charts above on the summary sheet should have adjusted. Thereafter you just enter transactions in the monthly tables and the summaries will update automatically provided you enter category names that match the category names in the summary tables exactly.
SG

Adding week commencing date automatically on weekly takings spread sheet

Hi numbers neewbie here
I've added a week commencing date into the left hand column of a weekly spreadsheet, What I would like to do now is have that date automatically add its self as I extend the spread sheet down. this is a rolling spreadsheet and as I need extra weeks adding I just copy and paste. is this possible? Not sure if this info helps but the line spacing between week to week (Monday to Monday) is 10 lines.

May you take care to *_read carefully_ ?
I wrote :
+Assuming that you start from row 2, use the formula :+
=IF(MOD(ROW()-2,10)>0,"",DATE(2010,1,IF(MOD(ROW()-2,10)=0,4+(ROW()-2)*0.7,"")))
+If you start from row 3, use :+
=IF(MOD(ROW()-3,10)>0,"",DATE(2010,1,IF(MOD(ROW()-3,10)=0,4+(ROW()-3)*0.7,"")))
*_any brain normally built_*
would start pasting the formula in the cell A2 or B2 in a blank table and apply fill down to see what it does.
*_Who asked you to type a date somewhere ?_*
Only when you are sure that the formula works as it was given, it would be time to try to edit it to fit your exact requirements *_which where not described._* ( You never spoke of row 537 ! )
In the formula for row 2 is the part :
IF(MOD(ROW()-2,10)=0,4+(ROW()-2)*0.7,"")
If we want to have monday 17/05/2010 in row 537, it's clear that the test must be edited so that it matches on row 537.
This requires it to become :
IF(MOD(ROW()-537,10)=0,something+(ROW()-537)*0.7,"")
05/17/2010 is the 137th day in the year.
It's easy to get this value with :
=DATEDIF("12/31/2009","05/17/2010","D")
so, something must be 137 !
Which give us the edited formula :
(for Numbers '09)
=IFERROR(DATE(2010,1,IF(MOD(ROW()-537,10)=0,137+((ROW()-537)*0.7),"")),"")
which may be shortened as
=IFERROR(DATE(2010,1,IF(MOD(ROW()-537,10)=0,137+(ROW()-537)*0.7,"")),"")
(for Numbers '08)
=IF(MOD(ROW()-537,10)>0,"",DATE(2010,1,IF(MOD(ROW()-537,10)=0,137+(ROW()-537)*0. 7,"")))
Yvan KOENIG (VALLAURIS, France) jeudi 20 mai 2010 16:21:49

Add categories to personal budget template

I am trying to modify and add categories into the Personal Budget template in iCloud. The problem is whenever I go to add a category on the "Budget" tab, it doesn't cross over to the drop-down menu in the "Transactions" tab. When I add a new category in the "Budget" tab, it populates into the graphs as expected, I just can't get the drop down menu to populate the new category names.

Is editing pop-up menus not allowed in the iCloud version?
It doesn't seem to be there.
Numbers 3 on the Mac makes it particularly easy to edit Pop-Up Menu, as described here and here and here.
SG

Is the personal budget template monthly or yearly? I am entering data for Jan. How do keep track of Feb? Do I have to make a whole new budget? If not, the formula adds expenses in a category together which would mean Jan. and Feb. would be added togeth

I think the personal budget template is a monthly budget and I have Jan. set up. When it is Feb., do I have to download a new budget?
Also, there is a pie chart and all the pie chart has 6 colors. If you have more than 6 categories, the colors repeat. Is there a way to, for instance, assign 10 different colors when you have 10 categories so you will have an accurate pie chart?
I am using an iPad and Numbers app.

You dont have to download anything, just duplicate the current tab and reset your numbers. (tap the tab once and you get a choice of duplicate or delete.) You could then summarize across tabs if you liked.
It is just set up as a way of tracking a period, your choice of duration.
I get paid on the 1st and 15th, with distinct budgeting concerns for both periods (times are tight.). So we would do one for each two weeks to see how we did. Maybe double the budget numbers to get monthly numbers on another tab to track that month. Maybe then copy paste that data into a YTD tab at the end of the month.
Whole bunch of ways to handle it. You dont have to stick with month by month tabs or files. Using some creative thinking, You can make it so on the YTD tab you type in a month or quarter and it shows that information through equations.
Jason

My personal budget - add credit column?

We are using my personal budget generic spreadsheet and want to have a credit column and debit column and have the budget account for both. Is there a way to do that? For example, atm, it only appears to account for debits to the account but we are bringing in figures from an existing budget which has categories which are in the positive. We want it to be accounting for credits and debits as the months go along. Any ideas on how to change the formula would be great!

HI Byron,
This small enhancement to whichever of the two formulas you choose will prevent the current balance from repeating in the rows where you have made no entry in the debit, credit or amount columns shown i Wayne's examples.
as written: E2=SUM(E1)+C2−D2
I'm not sure why SUM() is used in this formula, as it is 'summing' a single amount. I'd remove SUM() from the original formula, leaving E1+C2-D2, or place all three (or 2) values inside the brackets.
current: E2 =SUM(E1,C2,-D2)
revised: E2=IF((LEN(C)+LEN(D))<1,"",SUM(E1,C2,-D2))
For the single column (Amount) version:
current: D2 =SUM(D1,C2)
revised: D2 IF(LEN(C),1,"",SUM(D1,C2))
Regards,
Barry

Using Numbers Personal Budget template I can't figure out how to change the categories in both tabs (budget and transactions)

Brand new just bought Numbers and I used the personal budget template to enter our monthly budget. I customized the spread sheet with our budget categories, but then when I go to the transactions tab to add our transactions, it only has the generic categories. How do I change them so that my transactions end up on the table?

Hi artlisavz,
There are 2 places to make changes.
I assume this is where you have already changed things:
The Budget tab- Summary by Category- just click the name and change it. Or else you dragged the "=" at the lower left to add rows. Added your categories.
You need to edit the popup in the Transactions tab- Category popup.
Popup menu is a data format. You find it on the right side bar Format>Cell>Data Format> Popup Menu. Change, delete, go wild. If you edit the first one you can copy it, select the rest of the column and paste. If you find you want an additional in a month or so you can enter it as text (after deleting the popup), then select it and the popup above and choose the popup format instead of multiple and you will have added it to that popup. You will need to fill it to the rest of the column.
If you added additional categories, you want to update the pie chart.
Click the pie chart, click "Edit Data References", drag the section to include your added categories.
quinn

Is there a way to customize categories in the pop-up menu on the Transactions page for Personal Budget without having to do it one by one?

I want to use the Personal Budget template but customize my own categories. I can change the categories on the Budget sheet and know how to add the new data to the graphs but I am having trouble on the Transactions sheet. I know when I click on a cell in the category section there is a drop down menu of catefories that I can edit in the data format option but do I have to do this for every cell? Is there a way to edit for all cells at once? Everytime I add a new cell its has the original categories and I would hate to have to format each one individually.

Set up one with the categories you want in the order you want.
Select the cell and press option-command-C to copy the format (style).
Select the cells you want to change and press option-command-V to paste the format (style) to those cells.
If all body cells in a column have the same style (in this case, 'same list'), added rows will adopt that style.
Regards,
Barry

Add a line on the Annual Budget by Month

I am working in the Personal Budget Template of Numbers '09. I want to add an additional Income and Expense line on the Annual Budget by Month. The table I made is a copy of the Monthly Expenses Table and I would like the line on the Annual Budget by Month to work exactly the same as it does for the Monthly Expenses Table. I don't know how to change that formula so it caluclates correctly. What should I do?

I'm curious why you need a new table for this.
If you are adding a single (monthly) expense category, why not just insert it as a new row in the Monthly Expense table.
The only formula on that table is =SUM(B), in the Footer row (row 10) of the table. That formula will not change when one or more rows is inserted into the table between the Header row (row 1) and the Footer row.
On the Annual Budget by Month table, cell B5 (and the cells to the right of B5) contains the only formula referencing the total monthly expenses:
=Monthly Expenses :: $B$10
If a new row is inserted in the Monthly Expense table, that formula automatically changes to accomodate the new address of the SUM(B) formula (now in Monthly Expenses::B11):
=Monthly Expenses :: $B$11
If you DO need to add a new table (for demonstration purposes, I'll name it "New Table", Then you win need to add a row to the Annual Budget by Month table. SInce you haven't said whether this will be an Expense table or an Income table. the best place to add it (in terms of describing what to do with it) is between rows 4 and 5 of Annual Budget by Month. Here's the procedure:
Ensure that New Table and Annual Budget by Month (ABbM) are on the same sheet, and that both are visible without scrolling.
Click on any cell in ABbM to activate that table and show the row reference tabs.
Hover the mouse over the Row 5 reference tab, and click the triangle when it appears. Choose Add row above. The new row will be the new Row 5.
Click on cell B5 (in the empty row). Type an = sign to open the Formula Editor.
Click on the the cell in the footer row of column B of New Table (B10, unless you have changed the number of rows in this table).
In the Formula Editor, hover the mouse over the cell reference (New Table :: B10). When the triangle appears, click it, and choose the second item, Absolute row and column.
The formula should now read: =New Table :: $B$10
Click the green checkmark to confirm the formula and close the Formula Editor.
Use the Fill control handle (small circle at bottom right of the selected cell) to drag and fill the formula into the rest of Row 5 of the table.
You'll need to also make an adjustment to the formula in the Footer row of ABbM.
The current formula in the cell (originally B7) was: =SUM(B2:B4)-B5-B6
After the insertion of a new Row 5, it changed to: =SUM(B2:B4)-B6-B7
The adjusted formula will be one of the two below:
If a positive sum in New Table indicates an Expense:
=SUM(B2:B4)-B5-B6-B7
OR
=SUM(B2:B4)-SUM(B5,B7)
If a positive sum in New Table indicates Income:
=SUM(B2:B5)-B6-B7
Fill the appropriate formula in B8 right to M8 (December).
Regards,
Barry

Personal Budget Table

I am trying to find the best way to create a formula for recurring quarterly expenses and every other month expenses, and include the line items within the monthly expenses table in the personal budget template. My intent is to list all expenses even if they aren't included in the total for every month. Can someone make a suggestion for an easy modification.

If I am understanding you correctly, the budget template looks setup to do what you want already with the "Planned Expenses" table. If that isn't exactly what you want, the idea is to distinguish the expense and then use SUMIF or SUMIFS to only include that expense when needed.
The template uses month names. You could add additional categories such as "quarterly" or "every other month". It might be a little tricky, but it could definitely be done.
Robin

Numbers: Personal Budget

In the Personal Budget Template how do I change the categories in the Transactions spreadsheet. I want to make my own Catergories yet still have the Budget and the Transactions template sync. Thank you

K,
The important thing about the Category names is that wherever they appear they must be spelled exactly the same way in both tables. In one table, it's a static list in Summary by Category and in Transactions it's a column of Pop-up formatted cells containing the list.
Read in Numbers Help about pop-up format. That's the only tricky part.
If you are careful and only add rows by dragging the Add Rows handle, all the formulas will remain where they belong.
Edit the lists and you should be in good shape.
Jerry

How do you change categories in both transactions and budget report in the personal budget template in Numbers?

How do you change categories in both transactions and budget report in the personal budget template in Numbers?
I am working on both an iPad mini and a MacBook Air.
Whenever I change the category name in the budget report, it does not actually show up in the transactions tab when I am using the Personal Budget Template.
I have already tried copying and pasting a category in the budget report to add another row but it still does not show up in the transactions tab.

Hi golmeda,
Check out this answer here:
Using Numbers Personal Budget template I can't figure out how to change the categories in both tabs (budget and transact…
If it is unclear let me know.
quinn

Personal Budget

Relative newbie so please go easy.... On the Personal Budget that comes packaged with Numbers... 2 questions...
One, I want to add another row under the Planned Expense row that will also be an "expense" row. How do I get that row to subtract so that the "Savings" row reflects (deducts) the additional expense row. Two, how do I get the Savings total at the bottom of one month to carry over to the Previous Month's Balance cell for the following month i.e. January Savings cell to be carried over to February's Previous Balance cell. Hope that make sense and thanks.

Badunit, Again, thanks for the reply. I started a new budget file and recreated my budget with new templates. I did find the popup for the months. Good news... My end of month savings is now transfering to the top of the next month and the planned expenses are carrying down to the . So, that problem was solved by working with new templates. Even after creating a new planned expenses chart using the popup's the figures do not carry down annual budget by month. So, everything seems to be now working as it should. I think that popup menu was the key. I cannot thank you and all those who replied enough. *You guys are good*.
If I might as another question which seems minor. On the Planned Expenses... When I go to the pop up for column B (Month) and try to sort by ascending or decending the months still do not appear in the proper sequence i.e. Jan to Dec or Dec to Jan. If I request and ascending or decending sort for Column C (Amount) it will sort that correctly. Am I doing something wrong or expecting something else. Thanks again.

How to add a input field for personal ID in My Account - Personal Data

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I am new for B2C shop development. Now I have to add a ID number in Personal Data of My Account in B2C shop. This field is in the assignmemnt block of Identification Number, but it seems not easy to add this field in B2C shop JSP page.
Gurus, would you please give any guide? Thanks!
BR,
Hao

Hi Hao,
Please download these files for which you need marketplace login id.
Development Guide
https://websmp210.sap-ag.de/~sapdownload/011000358700000469462006E/
Tutorial
https://websmp206.sap-ag.de/~sapdownload/011000358700006120622006E/
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Arshid

If I add another profile, will that person's content automatically be saved to my Time Machine hard drive or do I need to take further action to ensure that this is saved?

If I add another profile, will that person's content automatically be saved to my Time Machine hard drive or do I need to take further action to ensure that this content is saved? Thanks for any and all help with this.
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Add catagory or sub in personal budget spread sheet? Food-Dining or Food - Groceries

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