Numbers - Personal Budget Template Formula

How do I use the SUM(Amount) formula, eg. shown in cell B5 of 'Monthly Net Income' in my own sheet, where 'Amount' is a col heading, Preferences is set to used cell names,
When I attempt this in my own sheet I get the error 'This formula cannot reference it's own cell message, or depend on another formula that references this cell' ?

Hi again drtwoones,
Sorry, I missed your comment:
Preferences is set to used cell names
So you have Numbers > Preferences > General set to:
(You are running OS X 10.7.5. I am running OS X 10.8.4, so the terminology may be different).
This should work with a Footer Row:
Please reply if this does not work.
Regards,
Ian.

Similar Messages

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

Personal Budget template formulas

In the personal budget template I have changed the categories and customized it to my budget. When I go to the transaction tap and put in a transaction I got the drop down for the category, but I can't get the formula correct in the amount to update my summary on the budget tap. Can someone help me??

Jackie,
Changing the categories is more difficult than it looks. That template should either come with directions on changing the categories, or a warning not to try it until you are familiar with the programming concepts and table editing tools.
If you tell us what changes you made and how you went about it, we can probably help you get things straightened out.
Jerry

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

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

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

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

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

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.

Using Personal Budget Template- help with Budget/Transactions

Hello,
I'm new to using Number and decided to tackle my budget. I've pretty much stuck with using the default template since I'm not too savvy at this yet. But, I've added a new Category under the Budget page, but it doesn't seem to be transferring to my Transaction page. Is there any way to add my created category to the drop down menu under transactions? I added the category "Gifts," but I can't seem to figure out how to get it to show up in the drop down menu in the Transaction worksheet.
Any help would be fantastic! Thank you

Hi Barry,
The new features in Pop-ups make it easy to edit and no, editing does not change the chosen values. If you forget to select all the Pop-ups and change one Pop-up cell, you can later select the rest of the column. Format Inspector offers to merge, and again it does not change chosen values.
Also, we can drag items to reorder the menu. Even better, create a Pop-up from data in selected cells (a long time on the wish-list in Numbers 2).
Already added to SG's GAINED thread
https://discussions.apple.com/thread/5473882?start=45&tstart=0
Regards,
Ian.

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

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,
to install the theme go
Menu
Tools
Themes
Select the theme and select apply

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.

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 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 Template Formula

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