Using budget template, is "transactions" page supposed to update my "budget" page?

Question

So im new to Numbers.  Ive been using Mint.com but I find that it lacks the visual of the pie chart and such.  Ive set up my monthly budget with a template in Numbers, however, in the 2nd page it asks me to list my transactions but when I do, I dont see it updating page 1 which is the Budget page.  Is this supposed to happen? 

Answer 1

Hi Wildmangk,
Pop-ups are very convenient on the Mac as Ian demonstrates, and even more convenient in iOS, where typing is tougher.  They're great for preventing mismatches from typing errors. The basic idea is that you select the cells you want to populate by just choosing from a list rather than typing, and format those cells as pop-up.  You set up the list you choose from when you format the cells.
On the Mac it looks as Ian illustrates (though surely he mispelled the word in Australian for beer.) On the iPad the drill is essentially the same. You would select the cells in the 'Category' column of the 'Transactions' table (I tapped up near the top to select the entire column so you see the blue header as shown). Then, while the cells are selected, tap Format (the paint brush) then the Format tab then 'Pop-Up Menu' and you'll see something like this:
There you can delete, edit, add, etc. in the usual iOS way.
Once you've changed them, of course, you'll want to go back to the table in the Budget sheet and make sure what you have in the 'Category' column there exactly matches your new pop-up list.
SG