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

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It can add it to the actual but it does not show up to be reconciled?

Here is one way to do this (description for Numbers 3.0 on the Mac but it's essentially the same in Numbers for iOS):
In the summary table on Budget sheet select the row before which you want to add your new category and in the contextual menu that appears select Add Row Above.
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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 there a way to create a table then apply it to other sheets and have it mirror changes across all the sheets? Like a sync'ed table that will be the same on multiple sheets

I have a budget spreadsheet with a couple recurring tables. As months go by, I sometimes make changes to these tables and would like those changes to be synced across the different sheets in the spreadsheet. Is there a way to sync content across multiple pages, essentially having one true table that appears on multiple sheets?

Abdur,
In the sheet :: table :: cell that is going to receive the data, type an equals sign, then click on the cell that the data will come from and press Return.
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Is there a way to customize categories in the pop-up menu on the Transactions page for Personal Budget without having to do it one by one?

I want to use the Personal Budget template but customize my own categories. I can change the categories on the Budget sheet and know how to add the new data to the graphs but I am having trouble on the Transactions sheet. I know when I click on a cell in the category section there is a drop down menu of catefories that I can edit in the data format option but do I have to do this for every cell? Is there a way to edit for all cells at once? Everytime I add a new cell its has the original categories and I would hate to have to format each one individually.

Set up one with the categories you want in the order you want.
Select the cell and press option-command-C to copy the format (style).
Select the cells you want to change and press option-command-V to paste the format (style) to those cells.
If all body cells in a column have the same style (in this case, 'same list'), added rows will adopt that style.
Regards,
Barry

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Based on the "Personal Budget" template
I want to use the Personal Budget template and modify it to my needs — I want a total and 12 sheets (for each month). The template example has a total page and 1 data sheet by default.
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For example:
A8 is "Travel"
SUMIF Jan::Transactions::Category,A8,Jan::Transactions::$Amount)
This gives me the amount of all "travel" expenses for the sheet "Jan" but how would I have the combined total for Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec?
What would the formula look like?
Sorry, not very well versed in spreadsheets.
Thanks!
— James

Instead of splitting the data into twelve pieces that you then have to struggle to consolidate, how about entering it all in the existing data table on the Transactions and then adding the summary table on Budget sheet that pulls the data by month?
Note the use of SUMIF in the SUMMARY BY CATEGORY table. You would use the same idea to "filter" by month as well. Because you more than one condition now (ie. you want to filter by month and category), you use SUMIFS instead of SUMIF.
The easiest way may be to insert a Month column in column E of the data table with the formula =MONTH(A) . This will give the month number.
Then create at new summary table that looks like this:
The formula in B2, copied right and down:
=SUMIFS(Transactions::$D,Transactions::$C,$A2,Transactions::$E,B$1)
(For demo purposes I copied the existing entries in the template's data table and pasted them below themselves, giving two months of data. In the new rows I changed the month from 11 to 12. So that's why you see values here only for months 11 and 12, and exactly the same.)
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Might be a wise choice.
It'll only work if you change all cells where the month names appear, i.e. in both tables. It seems that some of the spreadsheets have a pop-up format for some of those cells. You have to change those, too, from pop-up to text format and then do the apostrophe thing there too.
Some people have reported success just typing a space after the month name.
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--{code}
--[SCRIPT print_iWork]
Enregistrer le script en tant qu'application : print_iWork.app
sur le bureau
Glisser déposer des icônes de documents iWork sur celle du script pour imprimer ceux-ci.
--=====
Save the script as an Application : print_iWork.app
Drag & Drop icons of iWork documents on the script's icon to print them.
Yvan KOENIG (VALLAURIS, France)
2011/05/08
--=====
on open (sel)
local les_documents, un_doc, doc_ID, theApp, nom_du_doc
my activateGUIscripting()
set les_documents to sel
repeat with un_doc in les_documents
tell application "System Events"
set doc_ID to type identifier of disk item (un_doc as text)
end tell
if doc_ID is in {"com.apple.iwork.pages.pages", "com.apple.iwork.pages.sffpages"} then
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open un_doc
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end tell
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my raccourci(theApp, return, "")
delay 1
tell application theApp
close document nom_du_doc without saving
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on activateGUIscripting()
(* to be sure than GUI scripting will be active *)
tell application "System Events"
if not (UI elements enabled) then set (UI elements enabled) to true
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end activateGUIscripting
--=====
==== Uses GUIscripting ====
This handler may be used to 'type' text, invisible characters if the third parameter is an empty string.
It may be used to 'type' keyboard raccourcis if the third parameter describe the required modifier keys.
I changed its name « shortcut » to « raccourci » to get rid of a name conflict in Smile.
on raccourci(a, t, d)
local k
tell application a to activate
tell application "System Events" to tell application process a
set frontmost to true
try
t * 1
if d is "" then
key code t
else if d is "c" then
key code t using {command down}
else if d is "a" then
key code t using {option down}
else if d is "k" then
key code t using {control down}
else if d is "s" then
key code t using {shift down}
else if d is in {"ac", "ca"} then
key code t using {command down, option down}
else if d is in {"as", "sa"} then
key code t using {shift down, option down}
else if d is in {"sc", "cs"} then
key code t using {command down, shift down}
else if d is in {"kc", "ck"} then
key code t using {command down, control down}
else if d is in {"ks", "sk"} then
key code t using {shift down, control down}
else if (d contains "c") and (d contains "s") and d contains "k" then
key code t using {command down, shift down, control down}
else if (d contains "c") and (d contains "s") and d contains "a" then
key code t using {command down, shift down, option down}
end if
on error
repeat with k in t
if d is "" then
keystroke (k as text)
else if d is "c" then
keystroke (k as text) using {command down}
else if d is "a" then
keystroke k using {option down}
else if d is "k" then
keystroke (k as text) using {control down}
else if d is "s" then
keystroke k using {shift down}
else if d is in {"ac", "ca"} then
keystroke (k as text) using {command down, option down}
else if d is in {"as", "sa"} then
keystroke (k as text) using {shift down, option down}
else if d is in {"sc", "cs"} then
keystroke (k as text) using {command down, shift down}
else if d is in {"kc", "ck"} then
keystroke (k as text) using {command down, control down}
else if d is in {"ks", "sk"} then
keystroke (k as text) using {shift down, control down}
else if (d contains "c") and (d contains "s") and d contains "k" then
keystroke (k as text) using {command down, shift down, control down}

Personal budget multiple sheets

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