Numbers budget template

HI
im trying to use the budget template and have changed the categories on the budget sheet, but they're not appearing on the drop down menu on the transaction page. Can anyone help?
thanks!

Is it possible to change it so that I can input the different income every month and it still be functional? I need it to be able to add up and subtract all the expenses every month with my income being different every month?
The template is easily modified to accommodate both income and expenses. Here, in the Transactions table on the Transactions sheet, Salary is simply entered as a negative amount:
Then in the tables in the Summary sheet you can have something like this to break out Income and Expenses:
The formula in C2 of the 'Income & Expenses' table, copied down, is:
=−SUMIFS(Transactions::$C,Transactions::$F,$A2,Transactions::$C,"<0")
This sums all negative numbers for that month and expresses the sum as a positive number.
The corresponding formula in column B of that table is:
=SUMIFS(Transactions::$C,Transactions::$F,$A2,Transactions::$C,">0")
The formulas in columns B through D of the 'Expenses by Category' are the same as in the template.
If you want to get fancy and show the amounts by month for each Category, you could put the following formula in E2 of that table, and copy down and right:
=SUMIFS(Transactions::$C,Transactions::$E,$A2,Transactions::$F,E$1)
This template is a great starting point, easy to customize.
SG

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Using Numbers budget template on iPad and not all transactions show up in the budget, how do I fix this?

Add a row with the Corresponding Category (you have to type in the categories on the summary sheet, as well as the Budget amount).

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How do I get Numbers budget template on iPad to show all transactions in the budget section?

Add a row with the Corresponding Category (you have to type in the categories on the summary sheet, as well as the Budget amount).

Changing colour scheme in Numbers Budget template

I'm using the personal budget template in Numbers for iCloud beta but want to change the colour scheme. Any ideas?

30-Aug-2006
05:54 PM
soooo1077 wrote:
but how do i open it and add it to my phone? I am new to this and am getting confused!!! Thanks
I take it that you installed a theme,
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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

Numbers crashes when loading budget template

Numbers crashes every time I try to use the Budget template from the template chooser. I can open other templates just fine.
Any ideas?

Try putting links to external scripts, servers, etc... into a server-side include. It works for me.
Nancy O.

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

Numbers Personal Budget Template

How do I relate the monthly expense column from month to month

Tonyseus wrote:
How do I relate the monthly expense column from month to month
"Relate"? To what?
The budget template is set up to use two types of expenses: fixed monthly expenses (fixed in that they do not change from month to month) and variable one-time planned expenses.
Anything entered on the monthly expense (or monthly income) table will appear in every month's column on the Annual Budget by month table.
Anything entered on the Planned Expenses table will appear only in the column for the month specified beside the entry.
Regards,
Barry

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

Updated Budget template - what happened to Transactions Sheet?

I've just updated my Mac, but now the Budget template looks different - and the Transactions Sheet has disappeared. And this was the most important bit I needed to track what my spending habits were last year....
Sadly, can't use any budget software, as nothing is supported in Canada - it's a bank thing. So now I've reconciled myself to the fact that I'm going to have to input all my transactions manually, but spreadsheets are definitely NOT my skillset, so I really need a good template to give me the basics. Any suggestions?

Lynnj123 wrote:
So is there a more automated way to get the info from the downloaded file into the specific sheet on my yearly workbook?
If you want the data in a specific table on a specific sheet, then your copy-and-paste routine is probably the easiest. In Numbers 3 you can paste tab-separated data into a table. Pasting comma-separated data doesn't work well, though. You can open a comma-separated file but then it ends up in a new document.
If you are importing csv files a lot, Badunit and I came up with an Automator Service that allows you in Finder to right-click on a dowloaded file containing comma-separated data, make a choice from the contextual menu, and get the data on the clipboard in a format that can be pasted anywhere you want in Numbers. If that is of interest, post and I'll dig up the link.
(It is possible to automate this even further than that and specify the exact table so pasting is not even needed, etc., but that is probably not worth the candle.)
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

I need the old Personal Budget template as I have corrupted the formulae on mine

Hi -
After the latest Numbers upgrade, they dont have the old personal budget template. I have stuffed mine up as I am rubbish at using spreadsheets. Where Can I get a copy of the original template? I dont like the new ones.
thanks
DT Esquire, London. England.

Hi Dick,
Glad to help. Thanks for the green tick.
I keep icons for both versions on my Dock as enjoy the strengths of each.
Numbers 2.3 (Numbers '09) on the left - 3 column graph
Numbers 3.0.1 (Numbers '13) on the right - 4 column graph
If Numbers 3 manages to snaffle a document, you can use Menu > File > Export To > Numbers ' 09.
We have been sweltering in 40 degree heat but today is cooler, at least in this part of Australia. Very dry though.
Regards,
Ian.

Budget template

I am trying out the Budget Template in the Numbers app but I can not figure out how to add Paychecks to the Category's column. I would like to see a total of what I make and what I spend next to each other.
Also I added two new categories (Savings & Tithe) and when I put them on the Transaction table they do not transfer over to the Summary table. I added them to the Summary Table but the still don't connect.

Hi SM,
Add new categories to one Pop-Up Menu on the Transaction table
Double click on the column label (C) and Data format will show this:
Merge Menu Items to make all those Pop-Ups the same
Insert rows in the Summary Table and type your new categories into column A. They must exactly match the categories in Transactions.
Regards,
Ian.

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1    Heading 1
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1.1.1.1    Heading 4
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1.1.1.1.1.1.1.1Heading 8
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Academic Paper Setup
Copyright © 2012 macmadness86
Just kidding there is no copyright. Open Source rules!
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(*<Properties to be set by the user*)
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property fontName1 : "CMU Serif Roman"
property fontName2 : "CMU Serif Roman"
property fontName3 : "CMU Serif Roman"
property fontName4 : "CMU Serif Roman"
property fontName5 : "CMU Serif Roman"
property fontName6 : "CMU Serif Roman"
property fontName7 : "CMU Serif Roman"
property fontName8 : "CMU Serif Roman"
property fontName9 : "CMU Serif Roman"
property fontSize1 : 15
property fontSize2 : 14
property fontSize3 : 13
property fontSize4 : 12
property fontSize5 : 12
property fontSize6 : 12
property fontSize7 : 12
property fontSize8 : 12
property fontSize9 : 12
property boldTF : true
property italicTF : false
property highlightTF : false
(*Properties to be set by the user>*)
tell application "Microsoft Word"
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        set color index of font object of Word style style normal to black
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        set bold of font object of Word style style heading3 to boldTF
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        set italic of font object of Word style style heading5 to italicTF
        set color index of font object of Word style style heading5 to black
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        set italic of font object of Word style style heading6 to italicTF
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        set italic of font object of Word style style heading7 to italicTF
        set color index of font object of Word style style heading7 to black
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        set name of font object of Word style style heading8 to fontName8
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        set myLT to list template 5 of list gallery 3 of active document
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I figured it out . Just in case anyone else wants to know the script is below:
tell application "Microsoft Word"
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end tell

Within the budget template; how would one create an entire year worth of a budget; with out having to create a separate page for each month?

Help!
Loving the budget template, but I would like to be able to create an entire years worth of a buget with out creating a whole new transaction/budget page for each month. How do I get the new transaction to identify a new budget chart?
Thanks, Emily

Emily,
No need to think the budget template is only for one month. Just keep typing the date in the date column of the "Transactions" sheet and the details will update. You should adjust the budget categories to match the duration of time you want to use.
If you do want month-by-month, then you can switch to the "Transactions" sheet, select the table, cut
then switch back to the "Budget" sheet, paste.
Now rename the "Budget" sheet something like "Budget Jan 2014", and delete the "Transactions" sheet. Set the budget for Jan in the column I highlighted above. The subsequent months, duplicate the monthly budget:
Then adjust the the entries in the transactions table inside this sheet.

Numbers budget template

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