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

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