Editing Checking Account Template in Numbers '09

Question

Hey y'all. I just graduated from college and am just starting to pay off student loans. I want to use the checking account template, but I don't need a lot of the junk on it. I just want a simple way to track deposits and loan payments. I legitimately only use my checking account for loans, so I don't need to keep track of car payments, gas, food, and all that jazz.
I am able to change the name of the account categories in the table at the top of the template, but it does not update the changes in the D column (labelled "category") of the actual transaction history.
Is there a way to change the drop down options for column D to just Loans and Deposits? I looked through the help files on a way to change "categories," but all it did was redirect me to editing categories and sub categories.
I think that a part of why I am having trouble is because it is so confusing to try to explain what it is I want to change. I've used Mac all my life, so I'm pretty confident that there is a way to change what I want without creating a table that fits my needs from scratch.
If you think you know what I am talking about, please help!

Answer 1

I am able to change the name of the account categories in the table at the top of the template, but it does not update the changes in the D column (labelled "category") of the actual transaction history.
Is there a way to change the drop down options for column D to just Loans and Deposits? I looked through the help files on a way to change "categories," but all it did was redirect me to editing categories and sub categories.
Here's the easiest way to go about it:
Small table:
1. Delete all the category labels in cells A2 through A6 in the small table.
2. Enter "Deposits" in A2 and "Loans" in A3 of the small table.
Large table:
3. Click on cell D2 of the large table.
4. Click the Inspector button OR press option-command-I (letter i) OR go View > Show Inspector
5. Click the Cell Format button in the Inspector window. (the button with "42" on it)
6. Check that the Cell Format is set to "Pop-up Menu" Set if necessary.
7. Click the + sign below the list of options; type Loans
8. Click the + sign again; type Deposits
9. Click the word "Deposit" at the top of the list.
9a. Click - repeatedly until all options except the two you entered are removed from the list.
Delete the contents of rows 3-14 in columns A, B, C and E (These are the columns into which you will enter data) and enter your starting balance into cell F1.
Note that cheque amounts must be entered as negative amounts (-10 or -10.00 for a ten dollar cheque) and deposits must be entered as positive amounts (20.5 or 20.50 for a twenty dollar and fifty cent deposit) to have the balance correctly calculated.
Changing category labels in the small table at the top does two things:
• Changes the corresponding category label on the pie chart to the left.
• Changes the signal that determines whether a cheque amount is included in the subtotal in the cell to the right of the label.
The absolute values of the subtotals determine the portion of the pie shaded with that subtotal's colour. An account showing $300 in deposits and $(300) in cheques for loans will have 50% shaded in each colour.
Regards,
Barry