Numbers, Monthly Personal Budget

I am new to Numbers, I would like to use the Personal Budget for my monthly expenses. Is there an easy way to copy my template with the custom categories and such without redoing all my changes every month? Thanks , Katie

If I'm understanding your question correctly, yes you can customized categories, etc, and then save as a template (File > Save as Template... in your menu):
SG

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Numbers Template - Personal Budget help

Hello - I'd like to use the 'personal budget' for our business.
I'd like the 'planned expenses' category to set each month's
expenses. as it comes, if you change february, it affects january
in the bottom 'annual budget'.
many thanks - jerome
boise, id
<Edited by Host>

Javalord1 wrote:
Hello - I'd like to use the 'personal budget' for our business.
I'd like the 'planned expenses' category to set each month's
expenses. as it comes, if you change february, it affects january
in the bottom 'annual budget'.
Hi jerome,
Not on my (fresh) copy. Perhaps I'm not understanding what you mean by "if you change february, it affects january in the bottom annual budget."
Can you explain exactly what you do when you "change february" and exactly what happens that you describe aas "affects january"?
The Planned Expenses are one-time items and are transferred to the appropriate column of the Annual Budget by this formula (copied from C6 of the Annual Budget by Month table)
=SUMIF(Planned Expenses :: $B,C1,Planned Expenses :: $C)
Syntax for SUMIF, taken from p 197 of the iWork Formulas and Functions User Guide:
SUMIF(test-values, condition, sum-values)
test-values: the values in column B of Planned Expenses (list of month names)
condition: (equal to) the value in cell C1 (of Annual Budget by Month) (month name for column C)
sum-values: values in rows of column C of Planned Expenses where the condition is met.
Regards,
Barry
PS: If you want to share your email address (with humans), the place to do that is in your personal profile. Out here in the open, it's accessible to any passing harvester bot to collect and pass on to a hungry spammer.
B

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 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 have prepared a personal budget and sorted the planned expenses by month, but the months are out of order. How do I correct?

I have prepared a personal budget and sorted the planned expenses by month, but they are out of order. How do I correct?

David,
You've got to give us something to go on here. At least post a screen shot so we can see how your data is arranged. I suspect that you may have named the months with text strings rather than as actual Date values, so when you sort they are in alphabetical order rather than date order.
Jerry

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

Template: personal budget with varying monthly income

Does anyone have or know of a free personal budget template that allows for a varying monthly income?

Here is a spreadsheet that I use for budget cashflow forecasting.
Note that you can either enter weekly amounts and have the sheet calculate monthly and annual totals or the other way round, by entering actual monthly amounts and the sheet calculates the weekly equivalent (in yellow).
In all this, remember that the cashflow cannot go negative (it's impossible).
http://spreadsheets.google.com/ccc?key=0AvnI_OuJGOp9dFVSQ1BkUmkxS19vVnNUNTB2ZFVv akE&hl=en
Ironic using Google Docs to upload a link, don't you think:) Hope it works...
Please don't laugh at my expected retirement income level, it is a sign of the times.

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 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

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.

Categories in the personal budget worksheet

Can I change the name of the category in the personal budget worksheet? I was able to change the category name easily in the budget tab but the category names don't change in the transaction tab and I can't see a way to change them. Anyone know how to do this?

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

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

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

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

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.

Numbers, Monthly Personal Budget

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